Secured Retirement Advisors’s Chevron CVX Stock Holding History

Secured Retirement 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	$554K	Sell	3,343 -6,031	-64%	-$1.12M	0.28%	106
2026 Q1	$1.94M	Sell	9,374 -654	-7%	-$119K	1.1%	26
2025 Q4	$1.53M	Buy	10,028 +436	+5%	+$66.4K	0.85%	36
2025 Q3	$1.49M	Sell	9,592 -2,826	-23%	-$438K	0.83%	39
2025 Q2	$1.78M	Buy	12,418 +1,769	+17%	+$249K	1.06%	29
2025 Q1	$1.78M	Sell	10,649 -3,831	-26%	-$600K	1.15%	19
2024 Q4	$2.1M	Buy	14,480 +1,176	+9%	+$180K	1.2%	24
2024 Q3	$1.96M	Buy	13,304 +552	+4%	+$82.2K	1.41%	29
2024 Q2	$1.99M	Buy	12,752 +1,361	+12%	+$217K	1.55%	24
2024 Q1	$1.8M	Buy	11,391 +2,193	+24%	+$331K	1.52%	21
2023 Q4	$1.37M	Buy	+9,198	New	+$1.39M	1.32%	31

Other funds holding CVX

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Secured Retirement Advisors's CVX Position: Q2 2026 in Review

Secured Retirement Advisors reduced its Chevron (CVX) stake by 64% in Q2 2026, selling an estimated $1.12M and leaving 3,343 shares worth $554K. The position accounts for 0.28% of the portfolio, ranked #106.

Secured Retirement Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.1M in Q4 2024. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Secured Retirement Advisors held 3,343 shares of Chevron worth $554K as of Q2 2026.
Secured Retirement Advisors sold 6,031 Chevron shares in Q2 2026, an estimated $1.12M.
Chevron made up 0.28% of Secured Retirement Advisors's portfolio in Q2 2026, its #106 holding.
Secured Retirement Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Secured Retirement Advisors's Chevron position peaked at $2.1M in Q4 2024.
2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.