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Sulzberger Capital Advisors’s Chevron CVX Stock Holding History

Sulzberger 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 		$312K Hold
1,884
– – 0.3% 42
2026
Q1 		$390K Hold
1,884
– – 0.4% 37
2025
Q4 		$287K Hold
1,884
– – 0.29% 42
2025
Q3 		$293K Sell
1,884
-180
-9% -$27.9K 0.33% 40
2025
Q2 		$296K Sell
2,064
-20
-1% -$2.82K 0.35% 40
2025
Q1 		$349K Sell
2,084
-70
-3% -$11K 0.46% 35
2024
Q4 		$312K Buy
+2,154
New +$330K 0.35% 43

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Sulzberger Capital Advisors held its Chevron (CVX) position steady in Q2 2026 at 1,884 shares worth $312K. The position accounts for 0.3% of the portfolio, ranked #42.

Sulzberger Capital Advisors first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $390K in Q1 2026. 772 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sulzberger Capital Advisors held 1,884 shares of Chevron worth $312K as of Q2 2026.
  • Sulzberger Capital Advisors left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.3% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #42 holding.
  • Sulzberger Capital Advisors first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Sulzberger Capital Advisors's Chevron position peaked at $390K in Q1 2026.
  • 772 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.