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Teamwork Financial Advisors’s Chevron CVX Stock Holding History

Teamwork Financial 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 		$1.15M Sell
6,942
-57,040
-89% -$10.6M 0.1% 101
2026
Q1 		$13.2M Buy
63,982
+58,447
+1,056% +$10.7M 1.4% 23
2025
Q4 		$844K Buy
5,535
+2,293
+71% +$349K 0.09% 112
2025
Q3 		$503K Buy
3,242
+32
+1% +$4.96K 0.05% 135
2025
Q2 		$460K Buy
3,210
+220
+7% +$31K 0.05% 138
2025
Q1 		$500K Sell
2,990
-64
-2% -$10K 0.07% 117
2024
Q4 		$442K Sell
3,054
-210
-6% -$32.1K 0.06% 115
2024
Q3 		$481K Sell
3,264
-510
-14% -$75.9K 0.07% 106
2024
Q2 		$590K Sell
3,774
-6,567
-64% -$1.05M 0.09% 84
2024
Q1 		$1.63M Sell
10,341
-1,684
-14% -$254K 0.25% 58
2023
Q4 		$1.79M Sell
12,025
-1,477
-11% -$223K 0.31% 44
2023
Q3 		$2.28M Sell
13,502
-472
-3% -$76.2K 0.37% 46
2023
Q2 		$2.2M Sell
13,974
-3,439
-20% -$551K 0.36% 49
2023
Q1 		$2.84M Sell
17,413
-20,978
-55% -$3.52M 0.53% 39
2022
Q4 		$6.89M Buy
38,391
+14,014
+57% +$2.45M 1.39% 14
2022
Q3 		$3.5M Sell
24,377
-24,480
-50% -$3.73M 0.76% 26
2022
Q2 		$7.07M Buy
48,857
+8,223
+20% +$1.36M 1.54% 9
2022
Q1 		$6.62M Buy
40,634
+34,733
+589% +$4.98M 1.23% 10
2021
Q4 		$692K Buy
5,901
+1,238
+27% +$141K 0.13% 155
2021
Q3 		$473K Sell
4,663
-103
-2% -$10.3K 0.09% 167
2021
Q2 		$499K Buy
+4,766
New +$503K 0.1% 151

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

Teamwork Financial Advisors's CVX Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its Chevron (CVX) stake by 89% in Q2 2026, selling an estimated $10.6M and leaving 6,942 shares worth $1.15M. The position accounts for 0.1% of the portfolio, ranked #101.

Teamwork Financial Advisors first reported a position in CVX in Q2 2021 and has held it in 21 quarters since. The position peaked at $13.2M in Q1 2026. 772 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Teamwork Financial Advisors held 6,942 shares of Chevron worth $1.15M as of Q2 2026.
  • Teamwork Financial Advisors sold 57,040 Chevron shares in Q2 2026, an estimated $10.6M.
  • Chevron made up 0.1% of Teamwork Financial Advisors's portfolio in Q2 2026, its #101 holding.
  • Teamwork Financial Advisors first reported a position in Chevron in Q2 2021 and has held it in 21 quarters since.
  • Teamwork Financial Advisors's Chevron position peaked at $13.2M in Q1 2026.
  • 772 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.