Signal Advisors Wealth’s Chevron CVX Stock Holding History

Signal Advisors Wealth’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	$1.07M	Buy	6,437 +3,458	+116%	+$644K	0.05%	265
2026 Q1	$616K	Sell	2,979 -558	-16%	-$102K	0.04%	332
2025 Q4	$539K	Sell	3,537 -505	-12%	-$76.9K	0.04%	294
2025 Q3	$628K	Sell	4,042 -2,414	-37%	-$374K	0.06%	240
2025 Q2	$924K	Sell	6,456 -4,469	-41%	-$630K	0.07%	218
2025 Q1	$1.83M	Sell	10,925 -3,752	-26%	-$587K	0.18%	122
2024 Q4	$2.13M	Buy	14,677 +4,274	+41%	+$654K	0.24%	107
2024 Q3	$1.53M	Buy	+10,403	New	+$1.55M	0.22%	112
2024 Q2	–	Sell	-3,400	Closed	-$536K	–	111
2024 Q1	$536K	Buy	3,400 +1,390	+69%	+$210K	0.13%	161
2023 Q4	$300K	Buy	+2,010	New	+$304K	0.1%	169

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

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

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

Signal Advisors Wealth increased its Chevron (CVX) stake by 116% in Q2 2026, buying an estimated $644K and bringing the position to 6,437 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #265.

Signal Advisors Wealth first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.13M in Q4 2024. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Signal Advisors Wealth held 6,437 shares of Chevron worth $1.07M as of Q2 2026.
Signal Advisors Wealth bought 3,458 Chevron shares in Q2 2026, an estimated $644K.
Chevron made up 0.05% of Signal Advisors Wealth's portfolio in Q2 2026, its #265 holding.
Signal Advisors Wealth first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
Signal Advisors Wealth's Chevron position peaked at $2.13M in Q4 2024.
2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.