N.E.W. Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Other funds holding CVX
AACR
N.E.W. Advisory Services's CVX Position: Q2 2026 in Review
N.E.W. Advisory Services increased its Chevron (CVX) stake by 3.4% in Q2 2026, buying an estimated $19.4K and bringing the position to 3,205 shares worth $531K. The position accounts for 0.04% of the portfolio, ranked #140.
N.E.W. Advisory Services first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $642K in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- N.E.W. Advisory Services held 3,205 shares of Chevron worth $531K as of Q2 2026.
- N.E.W. Advisory Services bought 104 Chevron shares in Q2 2026, an estimated $19.4K.
- Chevron made up 0.04% of N.E.W. Advisory Services's portfolio in Q2 2026, its #140 holding.
- N.E.W. Advisory Services first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
- N.E.W. Advisory Services's Chevron position peaked at $642K in Q1 2026.
- 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.