NWAG
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Net Worth Advisory Group’s Chevron CVX Stock Holding History

Net Worth Advisory 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 		$1.17M Buy
7,046
+544
+8% +$101K 0.29% 64
2026
Q1 		$1.35M Sell
6,502
-63
-1% -$11.5K 0.28% 70
2025
Q4 		$1M Buy
6,565
+1,771
+37% +$270K 0.2% 85
2025
Q3 		$744K Sell
4,794
-1,881
-28% -$291K 0.22% 98
2025
Q2 		$956K Buy
6,675
+673
+11% +$94.9K 0.21% 92
2025
Q1 		$1M Buy
6,002
+1,419
+31% +$222K 0.32% 53
2024
Q4 		$664K Sell
4,583
-1,126
-20% -$172K 0.2% 115
2024
Q3 		$841K Buy
+5,709
New +$850K 0.25% 73

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Net Worth Advisory Group's CVX Position: Q2 2026 in Review

Net Worth Advisory Group increased its Chevron (CVX) stake by 8.4% in Q2 2026, buying an estimated $101K and bringing the position to 7,046 shares worth $1.17M. The position accounts for 0.29% of the portfolio, ranked #64.

Net Worth Advisory Group first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.35M in Q1 2026. 877 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Net Worth Advisory Group held 7,046 shares of Chevron worth $1.17M as of Q2 2026.
  • Net Worth Advisory Group bought 544 Chevron shares in Q2 2026, an estimated $101K.
  • Chevron made up 0.29% of Net Worth Advisory Group's portfolio in Q2 2026, its #64 holding.
  • Net Worth Advisory Group first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's Chevron position peaked at $1.35M in Q1 2026.
  • 877 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.