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Stokes Capital Advisors’s Chevron CVX Stock Holding History

Stokes 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 		$274K Buy
1,650
+525
+47% +$97.7K 0.06% 104
2026
Q1 		$233K Buy
+1,125
New +$205K 0.05% 93

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Stokes Capital Advisors increased its Chevron (CVX) stake by 47% in Q2 2026, buying an estimated $97.7K and bringing the position to 1,650 shares worth $274K. The position accounts for 0.06% of the portfolio, ranked #104.

Stokes Capital Advisors first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Stokes Capital Advisors held 1,650 shares of Chevron worth $274K as of Q2 2026.
  • Stokes Capital Advisors bought 525 Chevron shares in Q2 2026, an estimated $97.7K.
  • Chevron made up 0.06% of Stokes Capital Advisors's portfolio in Q2 2026, its #104 holding.
  • Stokes Capital Advisors first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.