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Tandem Investment Advisors’s Chevron CVX Stock Holding History

Tandem Investment 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
-1,583
Closed -$328K – 72
2026
Q1 		$328K Sell
1,583
-979
-38% -$179K 0.02% 62
2025
Q4 		$390K Buy
2,562
+1,126
+78% +$171K 0.01% 58
2025
Q3 		$223K Buy
1,436
+29
+2% +$4.49K 0.01% 75
2025
Q2 		$201K Buy
1,407
+9
+0.6% +$1.27K 0.01% 68
2025
Q1 		$234K Sell
1,398
-345
-20% -$54K 0.01% 67
2024
Q4 		$252K Sell
1,743
-50
-3% -$7.65K 0.01% 67
2024
Q3 		$264K Buy
+1,793
New +$267K 0.01% 69
2024
Q2 		– Sell
-1,545
Closed -$244K – 83
2024
Q1 		$244K Buy
+1,545
New +$233K 0.01% 75
2023
Q3 		– Sell
-2,315
Closed -$364K – 81
2023
Q2 		$364K Buy
+2,315
New +$371K 0.02% 64
2023
Q1 		– Sell
-1,363
Closed -$245K – 81
2022
Q4 		$245K Buy
+1,363
New +$238K 0.01% 78
2017
Q1 		– Sell
-1,996
Closed -$235K – 56
2016
Q4 		$235K Buy
+1,996
New +$217K 0.11% 53

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Tandem Investment Advisors's CVX Position: Q2 2026 in Review

Tandem Investment Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,583 shares — an estimated $328K sold.

Tandem Investment Advisors first reported a position in CVX in Q4 2016 and held it in 11 quarters. The position peaked at $390K in Q4 2025. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Tandem Investment Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Tandem Investment Advisors sold 1,583 Chevron shares in Q2 2026, an estimated $328K.
  • Tandem Investment Advisors first reported a position in Chevron in Q4 2016 and held it in 11 quarters.
  • Tandem Investment Advisors's Chevron position peaked at $390K in Q4 2025.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Tandem Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.