NWF Advisory Services’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
Sell
-7
Closed -$45.6K 459
2026
Q1
$45.6K Hold
7
0.01% 405
2025
Q4
$12.5K Hold
7
﹤0.01% 408
2025
Q3
$15.2K Hold
7
﹤0.01% 412
2025
Q2
$11.1K Sell
7
-493
-99% -$69.5K ﹤0.01% 416
2025
Q1
$15.2K Hold
500
﹤0.01% 358
2024
Q4
$72.4K Buy
+500
New +$76.5K 0.01% 269

Other funds holding CVX

NWF Advisory Services's CVX Position: Q2 2026 in Review

NWF Advisory Services reduced its Chevron (CVX) stake by 0.27% in Q2 2026, selling an estimated $15.3K and leaving 29,821 shares worth $4.94M. The position accounts for 0.46% of the portfolio, ranked #48.

NWF Advisory Services first reported a position in CVX in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.19M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • NWF Advisory Services held 29,821 shares of Chevron worth $4.94M as of Q2 2026.
  • NWF Advisory Services sold 82 Chevron shares in Q2 2026, an estimated $15.3K.
  • Chevron made up 0.46% of NWF Advisory Services's portfolio in Q2 2026, its #48 holding.
  • NWF Advisory Services first reported a position in Chevron in Q1 2023 and has held it in 14 quarters since.
  • NWF Advisory Services's Chevron position peaked at $6.19M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.