N.E.W. Advisory Services’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$531K Buy
3,205
+104
+3% +$19.4K 0.04% 140
2026
Q1
$642K Buy
3,101
+1,384
+81% +$252K 0.05% 125
2025
Q4
$262K Sell
1,717
-525
-23% -$80K 0.02% 183
2025
Q3
$348K Hold
2,242
0.03% 138
2025
Q2
$321K Sell
2,242
-154
-6% -$21.7K 0.03% 143
2025
Q1
$401K Buy
2,396
+318
+15% +$49.8K 0.03% 146
2024
Q4
$301K Buy
2,078
+178
+9% +$27.2K 0.03% 150
2024
Q3
$280K Buy
1,900
+471
+33% +$70.1K 0.03% 154
2024
Q2
$224K Sell
1,429
-462
-24% -$73.7K 0.02% 164
2024
Q1
$298K Buy
1,891
+65
+4% +$9.81K 0.03% 138
2023
Q4
$272K Buy
+1,826
New +$276K 0.03% 138

Other funds holding CVX

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.