RIA Advisory Group’s Chevron CVX Stock Holding History

RIA Advisory Group’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	$433K	Buy	2,610 +764	+41%	+$142K	0.09%	99
2026 Q1	$382K	Buy	1,846 +474	+35%	+$86.4K	0.09%	103
2025 Q4	$209K	Sell	1,372 -681	-33%	-$104K	0.05%	139
2025 Q3	$319K	Sell	2,053 -141	-6%	-$21.8K	0.08%	106
2025 Q2	$314K	Sell	2,194 -381	-15%	-$53.7K	0.09%	95
2025 Q1	$431K	Buy	2,575 +435	+20%	+$68.1K	0.14%	88
2024 Q4	$310K	Buy	2,140 +17	+0.8%	+$2.6K	0.11%	107
2024 Q3	$313K	Buy	+2,123	New	+$316K	0.11%	95
2024 Q1	$326K	Sell	2,066 -580	-22%	-$87.5K	0.13%	91
2023 Q4	$395K	Buy	2,646 +135	+5%	+$20.4K	0.16%	71
2023 Q3	$424K	Buy	+2,511	New	+$406K	0.19%	69
2023 Q2	–	Sell	-4,243	Closed	-$692K	–	127
2023 Q1	$692K	Buy	+4,243	New	+$711K	0.32%	50

Other funds holding CVX

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

RIA Advisory Group's CVX Position: Q2 2026 in Review

RIA Advisory Group increased its Chevron (CVX) stake by 41% in Q2 2026, buying an estimated $142K and bringing the position to 2,610 shares worth $433K. The position accounts for 0.09% of the portfolio, ranked #99.

RIA Advisory Group first reported a position in CVX in Q1 2023 and has held it in 12 quarters since. The position peaked at $692K in Q1 2023. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

RIA Advisory Group held 2,610 shares of Chevron worth $433K as of Q2 2026.
RIA Advisory Group bought 764 Chevron shares in Q2 2026, an estimated $142K.
Chevron made up 0.09% of RIA Advisory Group's portfolio in Q2 2026, its #99 holding.
RIA Advisory Group first reported a position in Chevron in Q1 2023 and has held it in 12 quarters since.
RIA Advisory Group's Chevron position peaked at $692K in Q1 2023.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.