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Quantum Financial Advisors’s Chevron CVX Stock Holding History

Quantum Financial 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 		$513K Buy
3,094
+159
+5% +$29.6K 0.05% 122
2026
Q1 		$607K Sell
2,935
-311
-10% -$56.7K 0.07% 94
2025
Q4 		$495K Sell
3,246
-604
-16% -$92K 0.06% 112
2025
Q3 		$598K Buy
3,850
+914
+31% +$142K 0.07% 88
2025
Q2 		$420K Sell
2,936
-274
-9% -$38.6K 0.06% 101
2025
Q1 		$537K Hold
3,210
– – 0.08% 91
2024
Q4 		$465K Sell
3,210
-4
-0.1% -$612 0.07% 91
2024
Q3 		$473K Sell
3,214
-266
-8% -$39.6K 0.07% 93
2024
Q2 		$544K Buy
3,480
+20
+0.6% +$3.19K 0.1% 83
2024
Q1 		$546K Buy
3,460
+262
+8% +$39.5K 0.1% 82
2023
Q4 		$477K Sell
3,198
-1,010
-24% -$153K 0.12% 50
2023
Q3 		$709K Buy
4,208
+1,676
+66% +$271K 0.21% 38
2023
Q2 		$398K Hold
2,532
– – 0.12% 52
2023
Q1 		$413K Hold
2,532
– – 0.13% 49
2022
Q4 		$454K Buy
2,532
+381
+18% +$66.5K 0.2% 36
2022
Q3 		$309K Buy
2,151
+5
+0.2% +$763 0.14% 48
2022
Q2 		$334K Buy
+2,146
New +$355K 0.13% 53

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
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
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Quantum Financial Advisors's CVX Position: Q2 2026 in Review

Quantum Financial Advisors increased its Chevron (CVX) stake by 5.4% in Q2 2026, buying an estimated $29.6K and bringing the position to 3,094 shares worth $513K. The position accounts for 0.05% of the portfolio, ranked #122.

Quantum Financial Advisors first reported a position in CVX in Q2 2022 and has held it in 17 quarters since. The position peaked at $709K in Q3 2023. 772 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Quantum Financial Advisors held 3,094 shares of Chevron worth $513K as of Q2 2026.
  • Quantum Financial Advisors bought 159 Chevron shares in Q2 2026, an estimated $29.6K.
  • Chevron made up 0.05% of Quantum Financial Advisors's portfolio in Q2 2026, its #122 holding.
  • Quantum Financial Advisors first reported a position in Chevron in Q2 2022 and has held it in 17 quarters since.
  • Quantum Financial Advisors's Chevron position peaked at $709K in Q3 2023.
  • 772 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.