Madison Park Capital Advisors’s Chevron CVX Stock Holding History

Madison Park Capital 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	$448K	Buy	5,101 +3,204	+169%	+$596K	0.32%	41
2026 Q1	$392K	Buy	1,897 +2	+0.1%	+$365	0.31%	41
2025 Q4	$289K	Sell	1,895 -21	-1%	-$3.2K	0.23%	48
2025 Q3	$298K	Buy	1,916 +24	+1%	+$3.72K	0.24%	47
2025 Q2	$271K	Sell	1,892 -48	-2%	-$6.77K	0.23%	51
2025 Q1	$324K	Sell	1,940 -4,440	-70%	-$695K	0.28%	44
2024 Q4	$924K	Buy	6,380 +239	+4%	+$36.6K	0.74%	29
2024 Q3	$904K	Buy	6,141 +3	+0%	+$447	0.68%	31
2024 Q2	$960K	Sell	6,138 -13	-0.2%	-$2.07K	0.8%	27
2024 Q1	$970K	Buy	6,151 +212	+4%	+$32K	0.85%	27
2023 Q4	$886K	Buy	+5,939	New	+$898K	0.85%	27

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Madison Park Capital Advisors's CVX Position: Q2 2026 in Review

Madison Park Capital Advisors increased its Chevron (CVX) stake by 169% in Q2 2026, buying an estimated $596K and bringing the position to 5,101 shares worth $448K. The position accounts for 0.32% of the portfolio, ranked #41.

Madison Park Capital Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $970K in Q1 2024. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Madison Park Capital Advisors held 5,101 shares of Chevron worth $448K as of Q2 2026.
Madison Park Capital Advisors bought 3,204 Chevron shares in Q2 2026, an estimated $596K.
Chevron made up 0.32% of Madison Park Capital Advisors's portfolio in Q2 2026, its #41 holding.
Madison Park Capital Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Madison Park Capital Advisors's Chevron position peaked at $970K in Q1 2024.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Madison Park Capital Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.