NA
CVX icon

Networth Advisors’s Chevron CVX Stock Holding History

Networth 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 		$2.98K Buy
18
+15
+500% +$2.79K ﹤0.01% 267
2026
Q1 		$621 Sell
3
-4
-57% -$729 ﹤0.01% 352
2025
Q4 		$1.07K Buy
+7
New +$1.07K ﹤0.01% 311

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 22.96% 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

Networth Advisors's CVX Position: Q2 2026 in Review

Networth Advisors increased its Chevron (CVX) stake by 500% in Q2 2026, buying an estimated $2.79K and bringing the position to 18 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Networth Advisors first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Networth Advisors held 18 shares of Chevron worth $2.98K as of Q2 2026.
  • Networth Advisors bought 15 Chevron shares in Q2 2026, an estimated $2.79K.
  • Chevron made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #267 holding.
  • Networth Advisors first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.