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Stewardship Advisors’s Chevron CVX Stock Holding History

Stewardship 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 		– Sell
-1,285
Closed -$266K – 176
2026
Q1 		$266K Buy
+1,285
New +$234K 0.06% 133
2025
Q2 		– Sell
-1,211
Closed -$203K – 155
2025
Q1 		$203K Buy
+1,211
New +$190K 0.05% 145

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

Stewardship Advisors's CVX Position: Q2 2026 in Review

Stewardship Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,285 shares — an estimated $266K sold.

Stewardship Advisors first reported a position in CVX in Q1 2025 and held it in 2 quarters. The position peaked at $266K in Q1 2026. 2,044 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Stewardship Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Stewardship Advisors sold 1,285 Chevron shares in Q2 2026, an estimated $266K.
  • Stewardship Advisors first reported a position in Chevron in Q1 2025 and held it in 2 quarters.
  • Stewardship Advisors's Chevron position peaked at $266K in Q1 2026.
  • 2,044 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.