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Legacy Advisors’s Chevron CVX Stock Holding History

Legacy 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 		$1.29M Buy
7,779
+617
+9% +$115K 0.12% 103
2026
Q1 		$1.48M Sell
7,162
-546
-7% -$99.6K 0.17% 72
2025
Q4 		$1.17M Buy
7,708
+1,538
+25% +$234K 0.13% 94
2025
Q3 		$958K Buy
+6,170
New +$956K 0.12% 99
2025
Q2 		– Sell
-26,607
Closed -$4.45M – 117
2025
Q1 		$4.45M Buy
26,607
+4,626
+21% +$724K 0.46% 41
2024
Q4 		$3.18M Buy
21,981
+2,483
+13% +$380K 0.31% 62
2024
Q3 		$2.87M Buy
19,498
+125
+0.6% +$18.6K 0.31% 62
2024
Q2 		$3.03M Buy
19,373
+438
+2% +$69.8K 0.37% 51
2024
Q1 		$2.99M Sell
18,935
-3,790
-17% -$572K 0.38% 53
2023
Q4 		$3.39M Sell
22,725
-5,556
-20% -$840K 0.44% 41
2023
Q3 		$4.77M Sell
28,281
-1,926
-6% -$311K 0.77% 23
2023
Q2 		$4.75M Buy
30,207
+6,799
+29% +$1.09M 0.71% 25
2023
Q1 		$3.82M Buy
23,408
+2,991
+15% +$501K 0.7% 31
2022
Q4 		$3.66M Buy
20,417
+2,172
+12% +$379K 0.67% 29
2022
Q3 		$2.62M Buy
18,245
+1,065
+6% +$162K 0.58% 32
2022
Q2 		$2.49M Buy
17,180
+210
+1% +$34.7K 0.52% 34
2022
Q1 		$2.76M Buy
16,970
+14,924
+729% +$2.14M 0.54% 30
2021
Q4 		$240K Sell
2,046
-82
-4% -$9.31K 0.09% 114
2021
Q3 		$216K Buy
2,128
+13
+0.6% +$1.3K 0.09% 118
2021
Q2 		$222K Sell
2,115
-700
-25% -$73.9K 0.09% 112
2021
Q1 		$295K Hold
2,815
– – 0.13% 89
2020
Q4 		$238K Sell
2,815
-3,128
-53% -$253K 0.14% 93
2020
Q3 		$428K Sell
5,943
-5,167
-47% -$435K 0.28% 59
2020
Q2 		$991K Buy
11,110
+37
+0.3% +$3.31K 0.79% 29
2020
Q1 		$802K Sell
11,073
-3,560
-24% -$352K 0.8% 30
2019
Q4 		$1.76M Buy
14,633
+125
+0.9% +$14.7K 1.12% 22
2019
Q3 		$1.72M Sell
14,508
-498
-3% -$60.5K 1.29% 21
2019
Q2 		$1.87M Sell
15,006
-14,396
-49% -$1.74M 1.26% 18
2019
Q1 		$3.62M Buy
29,402
+15,257
+108% +$1.81M 1.18% 20
2018
Q4 		$1.54M Sell
14,145
-7,971
-36% -$923K 1.17% 23
2018
Q3 		$2.7M Buy
22,116
+8,978
+68% +$1.09M 1.33% 13
2018
Q2 		$1.66M Buy
13,138
+148
+1% +$18.4K 1.24% 17
2018
Q1 		$1.56M Buy
12,990
+8,996
+225% +$1.08M 1.15% 22
2017
Q4 		$500K Buy
3,994
+152
+4% +$18K 0.49% 33
2017
Q3 		$451K Buy
3,842
+1,125
+41% +$123K 0.5% 34
2017
Q2 		$283K Hold
2,717
– – 0.36% 34
2017
Q1 		$291K Sell
2,717
-177
-6% -$19.9K 0.39% 28
2016
Q4 		$340K Buy
+2,894
New +$315K 0.46% 29

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Legacy Advisors's CVX Position: Q2 2026 in Review

Legacy Advisors increased its Chevron (CVX) stake by 8.6% in Q2 2026, buying an estimated $115K and bringing the position to 7,779 shares worth $1.29M. The position accounts for 0.12% of the portfolio, ranked #103.

Legacy Advisors first reported a position in CVX in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.77M in Q3 2023. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Legacy Advisors held 7,779 shares of Chevron worth $1.29M as of Q2 2026.
  • Legacy Advisors bought 617 Chevron shares in Q2 2026, an estimated $115K.
  • Chevron made up 0.12% of Legacy Advisors's portfolio in Q2 2026, its #103 holding.
  • Legacy Advisors first reported a position in Chevron in Q4 2016 and has held it in 38 quarters since.
  • Legacy Advisors's Chevron position peaked at $4.77M in Q3 2023.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.