Professional Advisory Services’s Chevron CVX Stock Holding History

Professional Advisory Services’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	$663K	Hold	4,000	–	–	0.08%	56
2026 Q1	$828K	Hold	4,000	–	–	0.11%	47
2025 Q4	$610K	Sell	4,000 -100	-2%	-$15.2K	0.08%	53
2025 Q3	$637K	Hold	4,100	–	–	0.08%	54
2025 Q2	$587K	Hold	4,100	–	–	0.08%	51
2025 Q1	$686K	Hold	4,100	–	–	0.1%	48
2024 Q4	$594K	Hold	4,100	–	–	0.08%	48
2024 Q3	$604K	Hold	4,100	–	–	0.08%	50
2024 Q2	$641K	Sell	4,100 -72	-2%	-$11.5K	0.09%	46
2024 Q1	$658K	Buy	4,172 +72	+2%	+$10.9K	0.09%	46
2023 Q4	$612K	Hold	4,100	–	–	0.09%	44
2023 Q3	$691K	Hold	4,100	–	–	0.11%	41
2023 Q2	$645K	Hold	4,100	–	–	0.1%	43
2023 Q1	$669K	Hold	4,100	–	–	0.1%	44
2022 Q4	$736K	Hold	4,100	–	–	0.12%	43
2022 Q3	$589K	Hold	4,100	–	–	0.1%	43
2022 Q2	$594K	Hold	4,100	–	–	0.1%	43
2022 Q1	$668K	Hold	4,100	–	–	0.1%	42
2021 Q4	$481K	Hold	4,100	–	–	0.07%	51
2021 Q3	$416K	Hold	4,100	–	–	0.06%	53
2021 Q2	$429K	Hold	4,100	–	–	0.06%	53
2021 Q1	$430K	Buy	4,100 +100	+3%	+$9.77K	0.07%	48
2020 Q4	$338K	Hold	4,000	–	–	0.05%	53
2020 Q3	$288K	Hold	4,000	–	–	0.05%	55
2020 Q2	$357K	Hold	4,000	–	–	0.07%	47
2020 Q1	$290K	Hold	4,000	–	–	0.07%	50
2019 Q4	$482K	Hold	4,000	–	–	0.09%	45
2019 Q3	$474K	Hold	4,000	–	–	0.09%	45
2019 Q2	$498K	Hold	4,000	–	–	0.1%	44
2019 Q1	$493K	Hold	4,000	–	–	0.1%	43
2018 Q4	$435K	Hold	4,000	–	–	0.1%	43
2018 Q3	$489K	Hold	4,000	–	–	0.1%	44
2018 Q2	$506K	Hold	4,000	–	–	0.1%	41
2018 Q1	$456K	Hold	4,000	–	–	0.1%	43
2017 Q4	$501K	Hold	4,000	–	–	0.11%	42
2017 Q3	$470K	Hold	4,000	–	–	0.1%	42
2017 Q2	$417K	Hold	4,000	–	–	0.09%	44
2017 Q1	$429K	Hold	4,000	–	–	0.1%	42
2016 Q4	$471K	Hold	4,000	–	–	0.11%	41
2016 Q3	$412K	Hold	4,000	–	–	0.09%	43
2016 Q2	$419K	Hold	4,000	–	–	0.1%	42
2016 Q1	$382K	Hold	4,000	–	–	0.09%	43
2015 Q4	$360K	Hold	4,000	–	–	0.09%	45
2015 Q3	$316K	Hold	4,000	–	–	0.08%	46
2015 Q2	$386K	Hold	4,000	–	–	0.09%	41
2015 Q1	$420K	Hold	4,000	–	–	0.1%	41
2014 Q4	$449K	Hold	4,000	–	–	0.1%	40
2014 Q3	$477K	Hold	4,000	–	–	0.12%	40
2014 Q2	$522K	Hold	4,000	–	–	0.13%	39
2014 Q1	$476K	Hold	4,000	–	–	0.12%	38
2013 Q4	$500K	Hold	4,000	–	–	0.13%	33
2013 Q3	$486K	Hold	4,000	–	–	0.14%	32
2013 Q2	$473K	Buy	+4,000	New	+$483K	0.14%	34

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

Professional Advisory Services held its Chevron (CVX) position steady in Q2 2026 at 4,000 shares worth $663K. The position accounts for 0.08% of the portfolio, ranked #56.

Professional Advisory Services first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $828K in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Professional Advisory Services held 4,000 shares of Chevron worth $663K as of Q2 2026.
Professional Advisory Services left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.08% of Professional Advisory Services's portfolio in Q2 2026, its #56 holding.
Professional Advisory Services first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
Professional Advisory Services's Chevron position peaked at $828K in Q1 2026.
2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Professional Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.