New World Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$508K Buy
3,066
+879
+40% +$164K 0.09% 39
2026
Q1
$452K Sell
2,187
-321
-13% -$58.5K 0.08% 39
2025
Q4
$382K Buy
2,508
+88
+4% +$13.4K 0.07% 47
2025
Q3
$376K Buy
2,420
+524
+28% +$81.2K 0.07% 48
2025
Q2
$271K Buy
+1,896
New +$267K 0.06% 58
2021
Q3
Sell
-3,000
Closed -$314K 79
2021
Q2
$314K Buy
+3,000
New +$317K 0.21% 79

Other funds holding CVX

New World Advisors's CVX Position: Q2 2026 in Review

New World Advisors increased its Chevron (CVX) stake by 40% in Q2 2026, buying an estimated $164K and bringing the position to 3,066 shares worth $508K. The position accounts for 0.09% of the portfolio, ranked #39.

New World Advisors first reported a position in CVX in Q2 2021 and has held it in 6 quarters since. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • New World Advisors held 3,066 shares of Chevron worth $508K as of Q2 2026.
  • New World Advisors bought 879 Chevron shares in Q2 2026, an estimated $164K.
  • Chevron made up 0.09% of New World Advisors's portfolio in Q2 2026, its #39 holding.
  • New World Advisors first reported a position in Chevron in Q2 2021 and has held it in 6 quarters since.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on New World Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.