SFI Advisors’s Chevron CVX Stock Holding History

SFI 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	-1,046	Closed	-$216K	–	56
2026 Q1	$216K	Sell	1,046 -292	-22%	-$53.2K	0.23%	47
2025 Q4	$204K	Buy	+1,338	New	+$204K	0.13%	64

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

SFI Advisors's CVX Position: Q2 2026 in Review

SFI Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,046 shares — an estimated $216K sold.

SFI Advisors first reported a position in CVX in Q4 2025 and held it in 2 quarters. The position peaked at $216K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

SFI Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
SFI Advisors sold 1,046 Chevron shares in Q2 2026, an estimated $216K.
SFI Advisors first reported a position in Chevron in Q4 2025 and held it in 2 quarters.
SFI Advisors's Chevron position peaked at $216K in Q1 2026.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on SFI Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.