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New Age Alpha Advisors’s Chevron CVX Stock Holding History

New Age Alpha 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 		$15.4M Buy
92,831
+2,918
+3% +$543K 0.65% 20
2026
Q1 		$18.6M Buy
89,913
+52,180
+138% +$9.51M 0.87% 10
2025
Q4 		$5.75M Sell
37,733
-627
-2% -$95.5K 0.25% 102
2025
Q3 		$5.96M Buy
38,360
+437
+1% +$67.7K 0.25% 98
2025
Q2 		$5.43M Buy
37,923
+7,340
+24% +$1.03M 0.24% 109
2025
Q1 		$5.12M Sell
30,583
-8,009
-21% -$1.25M 0.23% 121
2024
Q4 		$5.59M Buy
+38,592
New +$5.91M 0.23% 123

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

New Age Alpha Advisors's CVX Position: Q2 2026 in Review

New Age Alpha Advisors increased its Chevron (CVX) stake by 3.2% in Q2 2026, buying an estimated $543K and bringing the position to 92,831 shares worth $15.4M. The position accounts for 0.65% of the portfolio, ranked #20.

New Age Alpha Advisors first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.6M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • New Age Alpha Advisors held 92,831 shares of Chevron worth $15.4M as of Q2 2026.
  • New Age Alpha Advisors bought 2,918 Chevron shares in Q2 2026, an estimated $543K.
  • Chevron made up 0.65% of New Age Alpha Advisors's portfolio in Q2 2026, its #20 holding.
  • New Age Alpha Advisors first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Chevron position peaked at $18.6M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.