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Soltis Investment Advisors’s Chevron CVX Stock Holding History

Soltis Investment 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
2024
Q3 		– Sell
-19,100
Closed -$955 – 368
2024
Q2 		$955 Buy
+19,100
New +$3.05M ﹤0.01% 332

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Soltis Investment Advisors's CVX Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Chevron (CVX) stake by 5.9% in Q2 2026, selling an estimated $842K and leaving 71,868 shares worth $11.9M. The position accounts for 0.66% of the portfolio, ranked #28.

Soltis Investment Advisors first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.8M in Q1 2026. 2,753 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Soltis Investment Advisors held 71,868 shares of Chevron worth $11.9M as of Q2 2026.
  • Soltis Investment Advisors sold 4,525 Chevron shares in Q2 2026, an estimated $842K.
  • Chevron made up 0.66% of Soltis Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • Soltis Investment Advisors first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's Chevron position peaked at $15.8M in Q1 2026.
  • 2,753 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.