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Nadler Financial Group’s Chevron CVX Stock Holding History

Nadler Financial Group’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 		$272K Buy
1,640
+92
+6% +$17.1K 0.02% 118
2026
Q1 		$320K Sell
1,548
-22
-1% -$4.01K 0.03% 106
2025
Q4 		$239K Buy
1,570
+7
+0.4% +$1.07K 0.02% 123
2025
Q3 		$243K Buy
1,563
+6
+0.4% +$929 0.02% 118
2025
Q2 		$223K Sell
1,557
-289
-16% -$40.7K 0.02% 122
2025
Q1 		$309K Sell
1,846
-163
-8% -$25.5K 0.03% 93
2024
Q4 		$291K Sell
2,009
-116
-5% -$17.8K 0.03% 96
2024
Q3 		$313K Buy
2,125
+8
+0.4% +$1.19K 0.03% 89
2024
Q2 		$331K Sell
2,117
-113
-5% -$18K 0.04% 80
2024
Q1 		$352K Buy
2,230
+34
+2% +$5.13K 0.04% 77
2023
Q4 		$328K Buy
2,196
+9
+0.4% +$1.36K 0.04% 79
2023
Q3 		$369K Buy
2,187
+7
+0.3% +$1.13K 0.06% 70
2023
Q2 		$343K Buy
2,180
+8
+0.4% +$1.28K 0.05% 73
2023
Q1 		$354K Sell
2,172
-77
-3% -$12.9K 0.06% 74
2022
Q4 		$404K Buy
2,249
+10
+0.4% +$1.75K 0.07% 67
2022
Q3 		$322K Sell
2,239
-74
-3% -$11.3K 0.06% 75
2022
Q2 		$335K Sell
2,313
-66
-3% -$10.9K 0.06% 78
2022
Q1 		$387K Buy
2,379
+290
+14% +$41.6K 0.06% 79
2021
Q4 		$245K Buy
2,089
+85
+4% +$9.65K 0.04% 108
2021
Q3 		$203K Sell
2,004
-819
-29% -$81.7K 0.03% 120
2021
Q2 		$296K Buy
2,823
+400
+17% +$42.2K 0.05% 94
2021
Q1 		$254K Buy
+2,423
New +$237K 0.05% 100
2020
Q1 		– Sell
-1,971
Closed -$238K – 91
2019
Q4 		$238K Buy
+1,971
New +$232K 0.06% 84
2013
Q3 		– Sell
-2,867
Closed -$339K – 80
2013
Q2 		$339K Buy
+2,867
New +$347K 0.24% 53

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Nadler Financial Group's CVX Position: Q2 2026 in Review

Nadler Financial Group increased its Chevron (CVX) stake by 5.9% in Q2 2026, buying an estimated $17.1K and bringing the position to 1,640 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #118.

Nadler Financial Group first reported a position in CVX in Q2 2013 and has held it in 24 quarters since. The position peaked at $404K in Q4 2022. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Nadler Financial Group held 1,640 shares of Chevron worth $272K as of Q2 2026.
  • Nadler Financial Group bought 92 Chevron shares in Q2 2026, an estimated $17.1K.
  • Chevron made up 0.02% of Nadler Financial Group's portfolio in Q2 2026, its #118 holding.
  • Nadler Financial Group first reported a position in Chevron in Q2 2013 and has held it in 24 quarters since.
  • Nadler Financial Group's Chevron position peaked at $404K in Q4 2022.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.