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Safir Wealth Advisors’s Chevron CVX Stock Holding History

Safir Wealth 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 		– Sell
-1,163
Closed -$241K – 18
2026
Q1 		$241K Buy
+1,163
New +$212K 0.17% 15
2023
Q1 		– Sell
-1,223
Closed -$220K – 15
2022
Q4 		$220K Buy
+1,223
New +$213K 0.22% 15
2022
Q2 		– Sell
-1,298
Closed -$211K – 16
2022
Q1 		$211K Buy
+1,298
New +$186K 0.18% 15
2021
Q1 		– Sell
-800
Closed -$68K – 17
2020
Q4 		$68K Buy
+800
New +$64.8K 0.06% 25

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Safir Wealth Advisors's CVX Position: Q2 2026 in Review

Safir Wealth Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,163 shares — an estimated $241K sold.

Safir Wealth Advisors first reported a position in CVX in Q4 2020 and held it in 4 quarters. The position peaked at $241K in Q1 2026. 1,004 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Safir Wealth Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Safir Wealth Advisors sold 1,163 Chevron shares in Q2 2026, an estimated $241K.
  • Safir Wealth Advisors first reported a position in Chevron in Q4 2020 and held it in 4 quarters.
  • Safir Wealth Advisors's Chevron position peaked at $241K in Q1 2026.
  • 1,004 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Safir Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.