Private Capital Advisors’s Chevron CVX Stock Holding History

Private Capital 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	$2.69M	Sell	16,237 -48	-0.3%	-$8.93K	0.24%	33
2026 Q1	$3.37M	Hold	16,285	–	–	0.39%	27
2025 Q4	$2.48M	Buy	16,285 +1	+0%	+$152	0.25%	34
2025 Q3	$2.53M	Buy	16,284 +102	+0.6%	+$15.8K	0.28%	33
2025 Q2	$2.32M	Hold	16,182	–	–	0.28%	31
2025 Q1	$2.71M	Hold	16,182	–	–	0.32%	30
2024 Q4	$2.34M	Hold	16,182	–	–	0.28%	32
2024 Q3	$2.38M	Sell	16,182 -450	-3%	-$67K	0.26%	34
2024 Q2	$2.6M	Sell	16,632 -131	-0.8%	-$20.9K	0.29%	35
2024 Q1	$2.64M	Hold	16,763	–	–	0.33%	35
2023 Q4	$2.5M	Buy	16,763 +160	+1%	+$24.2K	0.38%	35
2023 Q3	$2.42M	Hold	16,603	–	–	0.37%	35
2023 Q2	$2.61M	Hold	16,603	–	–	0.43%	33
2023 Q1	$2.71M	Sell	16,603 -19	-0.1%	-$3.19K	0.51%	32
2022 Q4	$2.98M	Sell	16,622 -3,235	-16%	-$565K	0.51%	28
2022 Q3	$2.85M	Buy	19,857 +3,235	+19%	+$493K	0.49%	32
2022 Q2	$2.41M	Buy	16,622 +40	+0.2%	+$6.61K	0.41%	36
2022 Q1	$2.7M	Buy	16,582 +4,500	+37%	+$645K	0.39%	43
2021 Q4	$1.42M	Sell	12,082 -50	-0.4%	-$5.68K	0.23%	39
2021 Q3	$1.23M	Sell	12,132 -1,408	-10%	-$140K	0.21%	46
2021 Q2	$1.42M	Sell	13,540 -2,340	-15%	-$247K	0.24%	43
2021 Q1	$1.66M	Hold	15,880	–	–	0.31%	44
2020 Q4	$1.34M	Sell	15,880 -300	-2%	-$24.3K	0.27%	44
2020 Q3	$1.17M	Sell	16,180 -350	-2%	-$29.4K	0.27%	45
2020 Q2	$1.48M	Hold	16,530	–	–	0.38%	36
2020 Q1	$1.2M	Sell	16,530 -1,660	-9%	-$164K	0.38%	38
2019 Q4	$2.19M	Sell	18,190 -625	-3%	-$73.6K	0.54%	38
2019 Q3	$2.23M	Hold	18,815	–	–	0.62%	37
2019 Q2	$2.34M	Sell	18,815 -126	-0.7%	-$15.2K	0.66%	38
2019 Q1	$2.33M	Hold	18,941	–	–	0.71%	37
2018 Q4	$2.06M	Sell	18,941 -5	-0%	-$579	0.74%	36
2018 Q3	$2.32M	Hold	18,946	–	–	0.64%	42
2018 Q2	$2.4M	Hold	18,946	–	–	0.75%	40
2018 Q1	$2.16M	Hold	18,946	–	–	0.72%	39
2017 Q4	$2.37M	Sell	18,946 -5,374	-22%	-$637K	0.82%	35
2017 Q3	$2.86M	Sell	24,320 -150	-0.6%	-$16.4K	0.98%	35
2017 Q2	$2.55M	Buy	24,470 +205	+0.8%	+$21.7K	0.83%	37
2017 Q1	$2.6M	Sell	24,265 -135	-0.6%	-$15.1K	0.85%	34
2016 Q4	$2.87M	Sell	24,400 -175	-0.7%	-$19.1K	0.98%	35
2016 Q3	$2.53M	Sell	24,575 -600	-2%	-$61.3K	0.9%	38
2016 Q2	$2.64M	Hold	25,175	–	–	1%	36
2016 Q1	$2.4M	Hold	25,175	–	–	1.07%	34
2015 Q4	$2.27M	Hold	25,175	–	–	0.98%	40
2015 Q3	$1.99M	Sell	25,175 -410	-2%	-$34.5K	0.83%	45
2015 Q2	$2.47M	Sell	25,585 -220	-0.9%	-$23.1K	0.8%	48
2015 Q1	$2.71M	Sell	25,805 -365	-1%	-$39K	0.99%	43
2014 Q4	$2.94M	Sell	26,170 -135	-0.5%	-$15.3K	1.11%	41
2014 Q3	$3.14M	Sell	26,305 -350	-1%	-$44.7K	1.02%	49
2014 Q2	$3.48M	Sell	26,655 -355	-1%	-$44.2K	1.12%	45
2014 Q1	$3.21M	Sell	27,010 -240	-0.9%	-$27.9K	1.22%	37
2013 Q4	$3.4M	Sell	27,250 -175	-0.6%	-$21.2K	1.17%	44
2013 Q3	$3.33M	Sell	27,425 -210	-0.8%	-$25.8K	1.21%	39
2013 Q2	$3.27M	Buy	+27,635	New	+$3.34M	1.21%	40

Other funds holding CVX

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

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

Private Capital Advisors's CVX Position: Q2 2026 in Review

Private Capital Advisors reduced its Chevron (CVX) stake by 0.29% in Q2 2026, selling an estimated $8.93K and leaving 16,237 shares worth $2.69M. The position accounts for 0.24% of the portfolio, ranked #33.

Private Capital Advisors first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.48M in Q2 2014. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Private Capital Advisors held 16,237 shares of Chevron worth $2.69M as of Q2 2026.
Private Capital Advisors sold 48 Chevron shares in Q2 2026, an estimated $8.93K.
Chevron made up 0.24% of Private Capital Advisors's portfolio in Q2 2026, its #33 holding.
Private Capital Advisors first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
Private Capital Advisors's Chevron position peaked at $3.48M in Q2 2014.
1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Private Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.