New England Capital Financial Advisors’s Chevron CVX Stock Holding History

New England Capital Financial 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	$469K	Buy	2,829 +4	+0.1%	+$745	0.11%	40
2026 Q1	$585K	Buy	2,825 +3	+0.1%	+$547	0.16%	31
2025 Q4	$430K	Buy	2,822 +4	+0.1%	+$609	0.17%	38
2025 Q3	$438K	Buy	2,818 +3	+0.1%	+$465	0.19%	36
2025 Q2	$403K	Sell	2,815 -48	-2%	-$6.77K	0.18%	35
2025 Q1	$479K	Buy	2,863 +4	+0.1%	+$626	0.24%	32
2024 Q4	$414K	Buy	2,859 +3	+0.1%	+$459	0.2%	35
2024 Q3	$421K	Buy	2,856 +284	+11%	+$42.3K	0.22%	34
2024 Q2	$402K	Buy	2,572 +3	+0.1%	+$478	0.22%	33
2024 Q1	$405K	Buy	2,569 +4	+0.2%	+$604	0.23%	29
2023 Q4	$383K	Buy	2,565 +13	+0.5%	+$1.97K	0.23%	32
2023 Q3	$430K	Buy	2,552 +3	+0.1%	+$485	0.3%	28
2023 Q2	$401K	Buy	2,549 +3	+0.1%	+$481	0.26%	32
2023 Q1	$415K	Buy	2,546 +2	+0.1%	+$335	0.29%	31
2022 Q4	$460K	Buy	+2,544	New	+$444K	0.33%	27

Other funds holding CVX

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New England Capital Financial Advisors's CVX Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Chevron (CVX) stake by 0.14% in Q2 2026, buying an estimated $745 and bringing the position to 2,829 shares worth $469K. The position accounts for 0.11% of the portfolio, ranked #40.

New England Capital Financial Advisors first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $585K in Q1 2026. 2,170 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

New England Capital Financial Advisors held 2,829 shares of Chevron worth $469K as of Q2 2026.
New England Capital Financial Advisors bought 4 Chevron shares in Q2 2026, an estimated $745.
Chevron made up 0.11% of New England Capital Financial Advisors's portfolio in Q2 2026, its #40 holding.
New England Capital Financial Advisors first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Chevron position peaked at $585K in Q1 2026.
2,170 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.