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Sovran Advisors’s Chevron CVX Stock Holding History

Sovran 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 		$1.83M Buy
9,730
+994
+11% +$185K 0.14% 171
2026
Q1 		$1.69M Buy
8,736
+1,448
+20% +$264K 0.13% 170
2025
Q4 		$1.21M Sell
7,288
-420
-5% -$64K 0.1% 200
2025
Q3 		$1.18M Buy
7,708
+178
+2% +$27.6K 0.1% 195
2025
Q2 		$1.15M Buy
7,530
+521
+7% +$73.4K 0.12% 184
2025
Q1 		$966K Buy
7,009
+1,039
+17% +$163K 0.13% 177
2024
Q4 		$937K Buy
+5,970
New +$914K 0.13% 160

Other funds holding CVX

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Sovran Advisors's CVX Position: Q2 2026 in Review

Sovran Advisors increased its Chevron (CVX) stake by 11% in Q2 2026, buying an estimated $185K and bringing the position to 9,730 shares worth $1.83M. The position accounts for 0.14% of the portfolio, ranked #171.

Sovran Advisors first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. 2,617 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sovran Advisors held 9,730 shares of Chevron worth $1.83M as of Q2 2026.
  • Sovran Advisors bought 994 Chevron shares in Q2 2026, an estimated $185K.
  • Chevron made up 0.14% of Sovran Advisors's portfolio in Q2 2026, its #171 holding.
  • Sovran Advisors first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • 2,617 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.