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Sandy Cove Advisors’s Chevron CVX Stock Holding History

Sandy Cove 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 		$775K Buy
4,678
+163
+4% +$30.3K 0.19% 65
2026
Q1 		$934K Buy
4,515
+1,824
+68% +$333K 0.28% 52
2025
Q4 		$410K Buy
2,691
+274
+11% +$41.7K 0.12% 95
2025
Q3 		$375K Buy
2,417
+537
+29% +$83.2K 0.12% 96
2025
Q2 		$269K Sell
1,880
-410
-18% -$57.8K 0.1% 107
2025
Q1 		$383K Sell
2,290
-20
-0.9% -$3.13K 0.15% 82
2024
Q4 		$335K Buy
2,310
+39
+2% +$5.97K 0.13% 90
2024
Q3 		$334K Buy
2,271
+130
+6% +$19.4K 0.14% 85
2024
Q2 		$335K Buy
2,141
+20
+0.9% +$3.19K 0.15% 82
2024
Q1 		$335K Sell
2,121
-115
-5% -$17.4K 0.15% 83
2023
Q4 		$334K Sell
2,236
-531
-19% -$80.3K 0.17% 86
2023
Q3 		$467K Buy
2,767
+197
+8% +$31.8K 0.27% 61
2023
Q2 		$404K Buy
+2,570
New +$412K 0.23% 75
2022
Q2 		– Sell
-230
Closed -$37K – 138
2022
Q1 		$37K Sell
230
-770
-77% -$110K 0.03% 230
2021
Q4 		$117K Buy
+1,000
New +$114K 0.1% 107

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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

Sandy Cove Advisors's CVX Position: Q2 2026 in Review

Sandy Cove Advisors increased its Chevron (CVX) stake by 3.6% in Q2 2026, buying an estimated $30.3K and bringing the position to 4,678 shares worth $775K. The position accounts for 0.19% of the portfolio, ranked #65.

Sandy Cove Advisors first reported a position in CVX in Q4 2021 and has held it in 15 quarters since. The position peaked at $934K in Q1 2026. 1,045 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sandy Cove Advisors held 4,678 shares of Chevron worth $775K as of Q2 2026.
  • Sandy Cove Advisors bought 163 Chevron shares in Q2 2026, an estimated $30.3K.
  • Chevron made up 0.19% of Sandy Cove Advisors's portfolio in Q2 2026, its #65 holding.
  • Sandy Cove Advisors first reported a position in Chevron in Q4 2021 and has held it in 15 quarters since.
  • Sandy Cove Advisors's Chevron position peaked at $934K in Q1 2026.
  • 1,045 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.