Purkiss Capital Advisors’s Chevron CVX Stock Holding History

Purkiss 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	$2.36M	Buy	14,224 +211	+2%	+$39.3K	0.9%	27
2026 Q1	$2.9M	Buy	14,013 +2,807	+25%	+$512K	1.27%	15
2025 Q4	$1.71M	Buy	11,206 +1,785	+19%	+$272K	0.8%	30
2025 Q3	$1.46M	Buy	9,421 +1,976	+27%	+$306K	0.7%	33
2025 Q2	$1.07M	Buy	7,445 +2,703	+57%	+$381K	0.59%	38
2025 Q1	$793K	Buy	4,742 +1,501	+46%	+$235K	0.6%	34
2024 Q4	$469K	Buy	+3,241	New	+$496K	0.41%	45

Other funds holding CVX

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

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

AACR

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

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

Purkiss Capital Advisors increased its Chevron (CVX) stake by 1.5% in Q2 2026, buying an estimated $39.3K and bringing the position to 14,224 shares worth $2.36M. The position accounts for 0.9% of the portfolio, ranked #27.

Purkiss Capital Advisors first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.9M in Q1 2026. 1,922 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Purkiss Capital Advisors held 14,224 shares of Chevron worth $2.36M as of Q2 2026.
Purkiss Capital Advisors bought 211 Chevron shares in Q2 2026, an estimated $39.3K.
Chevron made up 0.9% of Purkiss Capital Advisors's portfolio in Q2 2026, its #27 holding.
Purkiss Capital Advisors first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
Purkiss Capital Advisors's Chevron position peaked at $2.9M in Q1 2026.
1,922 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.