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Kovack Advisors’s Chevron CVX Stock Holding History

Kovack Advisors’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.62M Sell
39,931
-166
-0.4% -$30.9K 0.32% 60
2026
Q1 		$8M Sell
40,097
-18,337
-31% -$3.34M 0.43% 44
2025
Q4 		$8.91M Buy
58,434
+14,829
+34% +$2.26M 0.41% 46
2025
Q3 		$6.77M Sell
43,605
-19,289
-31% -$2.99M 0.64% 35
2025
Q2 		$9.01M Buy
62,894
+1,999
+3% +$282K 0.88% 18
2025
Q1 		$10.2M Sell
60,895
-1,871
-3% -$293K 1.08% 15
2024
Q4 		$9.09M Sell
62,766
-2,814
-4% -$431K 0.89% 22
2024
Q3 		$9.66M Sell
65,580
-1,331
-2% -$198K 1.02% 16
2024
Q2 		$10.5M Sell
66,911
-1,245
-2% -$199K 1.15% 12
2024
Q1 		$10.8M Buy
68,156
+23,415
+52% +$3.53M 1.3% 9
2023
Q4 		$6.67M Buy
44,741
+2,384
+6% +$361K 0.79% 14
2023
Q3 		$7.14M Buy
42,357
+2,699
+7% +$436K 1% 12
2023
Q2 		$6.24M Buy
39,658
+1,147
+3% +$184K 0.8% 18
2023
Q1 		$6.28M Buy
38,511
+3,178
+9% +$533K 0.86% 12
2022
Q4 		$6.34M Sell
35,333
-2,045
-5% -$357K 0.93% 12
2022
Q3 		$5.37M Buy
37,378
+7,118
+24% +$1.09M 0.79% 15
2022
Q2 		$4.38M Sell
30,260
-2,697
-8% -$446K 0.58% 23
2022
Q1 		$5.37M Sell
32,957
-6,741
-17% -$967K 0.55% 26
2021
Q4 		$4.66M Buy
39,698
+3,476
+10% +$395K 0.45% 30
2021
Q3 		$3.67M Buy
36,222
+2,595
+8% +$259K 0.4% 54
2021
Q2 		$3.52M Buy
33,627
+2,377
+8% +$251K 0.4% 56
2021
Q1 		$3.27M Sell
31,250
-517
-2% -$50.5K 0.43% 57
2020
Q4 		$2.68M Buy
31,767
+2,742
+9% +$222K 0.39% 58
2020
Q3 		$2.09M Buy
29,025
+1,748
+6% +$147K 0.37% 67
2020
Q2 		$2.43M Buy
27,277
+3,184
+13% +$285K 0.47% 49
2020
Q1 		$1.75M Sell
24,093
-973
-4% -$96.1K 0.4% 68
2019
Q4 		$3.02M Buy
25,066
+1,027
+4% +$121K 0.54% 35
2019
Q3 		$2.85M Buy
24,039
+3,123
+15% +$379K 0.59% 30
2019
Q2 		$2.6M Buy
20,916
+317
+2% +$38.3K 0.6% 31
2019
Q1 		$2.54M Sell
20,599
-280
-1% -$33.1K 0.63% 27
2018
Q4 		$2.27M Sell
20,879
-895
-4% -$104K 0.66% 28
2018
Q3 		$2.66M Buy
21,774
+1,761
+9% +$214K 0.69% 23
2018
Q2 		$2.53M Sell
20,013
-2,971
-13% -$369K 0.71% 21
2018
Q1 		$2.62M Sell
22,984
-2,906
-11% -$347K 0.66% 22
2017
Q4 		$3.22M Buy
25,890
+6,925
+37% +$821K 0.81% 17
2017
Q3 		$2.23M Buy
18,965
+2,018
+12% +$220K 0.74% 22
2017
Q2 		$1.77M Buy
16,947
+3,633
+27% +$385K 0.56% 28
2017
Q1 		$1.43M Sell
13,314
-3,715
-22% -$417K 0.56% 32
2016
Q4 		$2M Sell
17,029
-400
-2% -$43.6K 0.95% 20
2016
Q3 		$1.79M Buy
17,429
+156
+0.9% +$15.9K 0.87% 24
2016
Q2 		$1.81M Sell
17,273
-236
-1% -$23.7K 0.96% 19
2016
Q1 		$1.67M Buy
17,509
+1,838
+12% +$161K 1.04% 19
2015
Q4 		$1.41M Sell
15,671
-8,135
-34% -$734K 0.93% 22
2015
Q3 		$1.88M Buy
23,806
+2,261
+10% +$190K 1.31% 14
2015
Q2 		$2.08M Buy
21,545
+18,650
+644% +$1.96M 1.47% 15
2015
Q1 		$304K Buy
2,895
+565
+24% +$60.3K 0.26% 107
2014
Q4 		$261K Buy
+2,330
New +$265K 0.27% 99

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Kovack Advisors's CVX Position: Q2 2026 in Review

Kovack Advisors reduced its Chevron (CVX) stake by 0.41% in Q2 2026, selling an estimated $30.9K and leaving 39,931 shares worth $6.62M. The position accounts for 0.32% of the portfolio, ranked #60.

Kovack Advisors first reported a position in CVX in Q4 2014 and has held it in 47 quarters since. The position peaked at $10.8M in Q1 2024. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Kovack Advisors held 39,931 shares of Chevron worth $6.62M as of Q2 2026.
  • Kovack Advisors sold 166 Chevron shares in Q2 2026, an estimated $30.9K.
  • Chevron made up 0.32% of Kovack Advisors's portfolio in Q2 2026, its #60 holding.
  • Kovack Advisors first reported a position in Chevron in Q4 2014 and has held it in 47 quarters since.
  • Kovack Advisors's Chevron position peaked at $10.8M in Q1 2024.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.