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Northstar Advisory Group’s Chevron CVX Stock Holding History

Northstar 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 		$484K Buy
+2,922
New +$544K 0.15% 84
2025
Q2 		– Sell
-2,647
Closed -$443K – 104
2025
Q1 		$443K Buy
2,647
+51
+2% +$7.98K 0.29% 67
2024
Q4 		$376K Sell
2,596
-10
-0.4% -$1.53K 0.19% 76
2024
Q3 		$384K Sell
2,606
-32
-1% -$4.76K 0.2% 78
2024
Q2 		$413K Buy
2,638
+27
+1% +$4.3K 0.24% 68
2024
Q1 		$432K Buy
2,611
+216
+9% +$32.6K 0.26% 63
2023
Q4 		$357K Buy
2,395
+78
+3% +$11.8K 0.21% 65
2023
Q3 		$391K Buy
+2,317
New +$374K 0.28% 61

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Northstar Advisory Group's CVX Position: Q2 2026 in Review

Northstar Advisory Group opened a new position in Chevron (CVX) in Q2 2026: 2,922 shares worth $484K. The stake represents 0.15% of the portfolio and ranks #84 among its holdings. This is a return to the name: Northstar Advisory Group previously reported a position in CVX as recently as Q1 2025.

Northstar Advisory Group first reported a position in CVX in Q3 2023 and has held it in 8 quarters since. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Northstar Advisory Group held 2,922 shares of Chevron worth $484K as of Q2 2026.
  • Chevron was a new Northstar Advisory Group position in Q2 2026.
  • Chevron made up 0.15% of Northstar Advisory Group's portfolio in Q2 2026, its #84 holding.
  • Northstar Advisory Group first reported a position in Chevron in Q3 2023 and has held it in 8 quarters since.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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