PFW Advisors’s Chevron CVX Stock Holding History

PFW 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	–	Sell	-1,057	Closed	-$219K	–	126
2026 Q1	$219K	Buy	+1,057	New	+$193K	0.07%	114

Other funds holding CVX

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

PFW Advisors's CVX Position: Q2 2026 in Review

PFW Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,057 shares — an estimated $219K sold.

PFW Advisors first reported a position in CVX in Q1 2026 and held it in 1 quarter. The position peaked at $219K in Q1 2026. 935 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

PFW Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
PFW Advisors sold 1,057 Chevron shares in Q2 2026, an estimated $219K.
PFW Advisors first reported a position in Chevron in Q1 2026 and held it in 1 quarter.
PFW Advisors's Chevron position peaked at $219K in Q1 2026.
935 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.