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Latitude Advisors’s Chevron CVX Stock Holding History

Latitude 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 		$309K Sell
1,866
-398
-18% -$74.1K 0.12% 185
2026
Q1 		$468K Sell
2,264
-347
-13% -$63.3K 0.21% 114
2025
Q4 		$398K Buy
2,611
+740
+40% +$113K 0.18% 129
2025
Q3 		$290K Sell
1,871
-2,179
-54% -$337K 0.13% 155
2025
Q2 		$580K Buy
4,050
+192
+5% +$27.1K 0.29% 81
2025
Q1 		$645K Sell
3,858
-134
-3% -$21K 0.38% 66
2024
Q4 		$578K Sell
3,992
-11
-0.3% -$1.68K 0.33% 75
2024
Q3 		$590K Sell
4,003
-104
-3% -$15.5K 0.33% 72
2024
Q2 		$642K Buy
4,107
+22
+0.5% +$3.51K 0.39% 58
2024
Q1 		$644K Sell
4,085
-491
-11% -$74.1K 0.4% 57
2023
Q4 		$683K Buy
4,576
+17
+0.4% +$2.57K 0.48% 43
2023
Q3 		$769K Buy
4,559
+226
+5% +$36.5K 0.55% 34
2023
Q2 		$682K Buy
4,333
+985
+29% +$158K 0.47% 39
2023
Q1 		$546K Buy
3,348
+362
+12% +$60.7K 0.39% 54
2022
Q4 		$536K Buy
2,986
+1
+0% +$175 0.4% 49
2022
Q3 		$429K Buy
2,985
+200
+7% +$30.5K 0.35% 65
2022
Q2 		$403K Sell
2,785
-5,419
-66% -$896K 0.37% 77
2022
Q1 		$1.34M Buy
8,204
+2,761
+51% +$396K 0.3% 76
2021
Q4 		$639K Sell
5,443
-399
-7% -$45.3K 0.18% 122
2021
Q3 		$593K Buy
5,842
+2,922
+100% +$291K 0.19% 112
2021
Q2 		$306K Buy
2,920
+211
+8% +$22.3K 0.23% 109
2021
Q1 		$284K Sell
2,709
-129
-5% -$12.6K 0.23% 109
2020
Q4 		$240K Buy
+2,838
New +$230K 0.21% 110

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

Latitude Advisors's CVX Position: Q2 2026 in Review

Latitude Advisors reduced its Chevron (CVX) stake by 18% in Q2 2026, selling an estimated $74.1K and leaving 1,866 shares worth $309K. The position accounts for 0.12% of the portfolio, ranked #185.

Latitude Advisors first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.34M in Q1 2022. 1,950 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Latitude Advisors held 1,866 shares of Chevron worth $309K as of Q2 2026.
  • Latitude Advisors sold 398 Chevron shares in Q2 2026, an estimated $74.1K.
  • Chevron made up 0.12% of Latitude Advisors's portfolio in Q2 2026, its #185 holding.
  • Latitude Advisors first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Latitude Advisors's Chevron position peaked at $1.34M in Q1 2022.
  • 1,950 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.