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Southern Capital Advisors’s Chevron CVX Stock Holding History

Southern Capital 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 		$303K Sell
1,828
-14
-0.8% -$2.61K 0.13% 65
2026
Q1 		$381K Sell
1,842
-154
-8% -$28.1K 0.18% 56
2025
Q4 		$304K Buy
1,996
+97
+5% +$14.8K 0.14% 65
2025
Q3 		$295K Buy
1,899
+8
+0.4% +$1.24K 0.14% 66
2025
Q2 		$271K Sell
1,891
-146
-7% -$20.6K 0.14% 69
2025
Q1 		$341K Buy
2,037
+286
+16% +$44.8K 0.19% 55
2024
Q4 		$254K Buy
1,751
+30
+2% +$4.59K 0.14% 61
2024
Q3 		$253K Sell
1,721
-832
-33% -$124K 0.14% 59
2024
Q2 		$399K Sell
2,553
-110
-4% -$17.5K 0.25% 43
2024
Q1 		$420K Buy
2,663
+368
+16% +$55.5K 0.26% 43
2023
Q4 		$342K Sell
2,295
-1
-0% -$151 0.24% 44
2023
Q3 		$387K Sell
2,296
-52
-2% -$8.4K 0.32% 43
2023
Q2 		$369K Buy
2,348
+6
+0.3% +$962 0.28% 49
2023
Q1 		$382K Sell
2,342
-113
-5% -$18.9K 0.28% 47
2022
Q4 		$441K Sell
2,455
-219
-8% -$38.2K 0.34% 42
2022
Q3 		$384K Sell
2,674
-19
-0.7% -$2.9K 0.31% 42
2022
Q2 		$390K Sell
2,693
-36
-1% -$5.95K 0.31% 43
2022
Q1 		$444K Sell
2,729
-529
-16% -$75.9K 0.3% 41
2021
Q4 		$382K Buy
+3,258
New +$370K 0.24% 49

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Southern Capital Advisors's CVX Position: Q2 2026 in Review

Southern Capital Advisors reduced its Chevron (CVX) stake by 0.76% in Q2 2026, selling an estimated $2.61K and leaving 1,828 shares worth $303K. The position accounts for 0.13% of the portfolio, ranked #65.

Southern Capital Advisors first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $444K in Q1 2022. 2,044 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Southern Capital Advisors held 1,828 shares of Chevron worth $303K as of Q2 2026.
  • Southern Capital Advisors sold 14 Chevron shares in Q2 2026, an estimated $2.61K.
  • Chevron made up 0.13% of Southern Capital Advisors's portfolio in Q2 2026, its #65 holding.
  • Southern Capital Advisors first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Southern Capital Advisors's Chevron position peaked at $444K in Q1 2022.
  • 2,044 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.