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Sierra Summit Advisors’s Chevron CVX Stock Holding History

Sierra Summit 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 		$7.73M Sell
46,608
-30,516
-40% -$5.68M 0.86% 34
2026
Q1 		$16M Buy
77,124
+74,885
+3,345% +$13.7M 2.32% 11
2025
Q4 		$341K Buy
2,239
+35
+2% +$5.33K 0.05% 160
2025
Q3 		$342K Buy
2,204
+654
+42% +$101K 0.05% 167
2025
Q2 		$222K Sell
1,550
-183
-11% -$25.8K 0.04% 172
2025
Q1 		$290K Buy
1,733
+23
+1% +$3.6K 0.06% 166
2024
Q4 		$248K Sell
1,710
-440
-20% -$67.3K 0.05% 143
2024
Q3 		$317K Buy
2,150
+311
+17% +$46.3K 0.07% 128
2024
Q2 		$288K Buy
1,839
+223
+14% +$35.6K 0.07% 134
2024
Q1 		$255K Sell
1,616
-787
-33% -$119K 0.07% 140
2023
Q4 		$358K Buy
+2,403
New +$363K 0.1% 111

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
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
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Sierra Summit Advisors's CVX Position: Q2 2026 in Review

Sierra Summit Advisors reduced its Chevron (CVX) stake by 40% in Q2 2026, selling an estimated $5.68M and leaving 46,608 shares worth $7.73M. The position accounts for 0.86% of the portfolio, ranked #34.

Sierra Summit Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $16M in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sierra Summit Advisors held 46,608 shares of Chevron worth $7.73M as of Q2 2026.
  • Sierra Summit Advisors sold 30,516 Chevron shares in Q2 2026, an estimated $5.68M.
  • Chevron made up 0.86% of Sierra Summit Advisors's portfolio in Q2 2026, its #34 holding.
  • Sierra Summit Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Sierra Summit Advisors's Chevron position peaked at $16M in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.