SRH Advisors’s Chevron CVX Stock Holding History

SRH 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	$170K	Hold	1,027	–	–	0.04%	83
2026 Q1	$212K	Hold	1,027	–	–	0.06%	61
2025 Q4	$157K	Sell	1,027 -1,500	-59%	-$228K	0.05%	81
2025 Q3	$392K	Hold	2,527	–	–	0.11%	39
2025 Q2	$362K	Hold	2,527	–	–	0.11%	39
2025 Q1	$423K	Hold	2,527	–	–	0.13%	38
2024 Q4	$366K	Hold	2,527	–	–	0.11%	39
2024 Q3	$372K	Hold	2,527	–	–	0.11%	40
2024 Q2	$395K	Sell	2,527 -22	-0.9%	-$3.51K	0.13%	36
2024 Q1	$402K	Buy	2,549 +22	+0.9%	+$3.32K	0.13%	40
2023 Q4	$377K	Hold	2,527	–	–	0.13%	37
2023 Q3	$426K	Hold	2,527	–	–	0.21%	33
2023 Q2	$412K	Hold	2,527	–	–	0.22%	36
2023 Q1	$412K	Hold	2,527	–	–	0.22%	36
2022 Q4	$454K	Hold	2,527	–	–	0.25%	32
2022 Q3	$363K	Hold	2,527	–	–	0.47%	35
2022 Q2	$366K	Hold	2,527	–	–	0.45%	36
2022 Q1	$411K	Sell	2,527 -800	-24%	-$115K	0.46%	41
2021 Q4	$390K	Hold	3,327	–	–	0.44%	40
2021 Q3	$338K	Buy	3,327 +200	+6%	+$19.9K	0.41%	40
2021 Q2	$328K	Hold	3,127	–	–	0.41%	40
2021 Q1	$328K	Buy	3,127 +1,500	+92%	+$146K	0.47%	37
2020 Q4	$137K	Hold	1,627	–	–	0.23%	58
2020 Q3	$117K	Hold	1,627	–	–	0.23%	59
2020 Q2	$145K	Buy	1,627 +1,300	+398%	+$116K	0.36%	48
2020 Q1	$24K	Hold	327	–	–	0.07%	105
2019 Q4	$39K	Sell	327 -500	-60%	-$58.9K	0.13%	90
2019 Q3	$98K	Hold	827	–	–	0.33%	55
2019 Q2	$103K	Hold	827	–	–	0.35%	55
2019 Q1	$102K	Sell	827 -1,000	-55%	-$118K	0.36%	57
2018 Q4	$199K	Hold	1,827	–	–	0.76%	28
2018 Q3	$223K	Buy	1,827 +127	+7%	+$15.4K	0.76%	32
2018 Q2	$215K	Hold	1,700	–	–	0.81%	28
2018 Q1	$194K	Hold	1,700	–	–	0.77%	31
2017 Q4	$213K	Hold	1,700	–	–	0.84%	29
2017 Q3	$200K	Hold	1,700	–	–	0.85%	28
2017 Q2	$177K	Sell	1,700 -300	-15%	-$31.8K	0.84%	31
2017 Q1	$215K	Hold	2,000	–	–	1%	23
2016 Q4	$235K	Sell	2,000 -58	-3%	-$6.32K	1.17%	20
2016 Q3	$212K	Hold	2,058	–	–	1.11%	25
2016 Q2	$216K	Hold	2,058	–	–	1.15%	24
2016 Q1	$196K	Hold	2,058	–	–	1.08%	27
2015 Q4	$185K	Hold	2,058	–	–	1.09%	26
2015 Q3	$162K	Buy	2,058 +600	+41%	+$50.5K	0.95%	26
2015 Q2	$141K	Hold	1,458	–	–	0.89%	29
2015 Q1	$153K	Buy	1,458 +400	+38%	+$42.7K	1.01%	24
2014 Q4	$119K	Buy	1,058 +1,000	+1,724%	+$114K	0.81%	33
2014 Q3	$7K	Hold	58	–	–	0.05%	108
2014 Q2	$8K	Hold	58	–	–	0.06%	104
2014 Q1	$7K	Hold	58	–	–	0.06%	106
2013 Q4	$7K	Buy	+58	New	+$7.01K	0.07%	105

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SRH Advisors's CVX Position: Q2 2026 in Review

SRH Advisors held its Chevron (CVX) position steady in Q2 2026 at 1,027 shares worth $170K. The position accounts for 0.04% of the portfolio, ranked #83.

SRH Advisors first reported a position in CVX in Q4 2013 and has held it in 51 quarters since. The position peaked at $454K in Q4 2022. 1,922 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

SRH Advisors held 1,027 shares of Chevron worth $170K as of Q2 2026.
SRH Advisors left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.04% of SRH Advisors's portfolio in Q2 2026, its #83 holding.
SRH Advisors first reported a position in Chevron in Q4 2013 and has held it in 51 quarters since.
SRH Advisors's Chevron position peaked at $454K in Q4 2022.
1,922 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.