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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
2023
Q1 		– Sell
-10
Closed -$25.5K – 619
2022
Q4 		$25.5K Hold
10
– – ﹤0.01% 534
2022
Q3 		$11K Hold
10
– – ﹤0.01% 546
2022
Q2 		$13K Hold
10
– – ﹤0.01% 587
2022
Q1 		$20K Buy
+10
New +$1.43K ﹤0.01% 707
2016
Q2 		– Sell
-4
Closed -$3K – 275
2016
Q1 		$3K Buy
+4
New +$350 ﹤0.01% 231

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. 1,837 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.
  • 1,837 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.