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TKG Advisors’s Chevron CVX Stock Holding History

TKG 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 		$2.78M Buy
16,759
+1,117
+7% +$208K 0.96% 35
2026
Q1 		$3.24M Sell
15,642
-2,173
-12% -$396K 1.34% 24
2025
Q4 		$2.72M Buy
17,815
+207
+1% +$31.5K 1.1% 33
2025
Q3 		$2.73M Buy
17,608
+337
+2% +$52.2K 1.17% 30
2025
Q2 		$2.47M Buy
17,271
+1,442
+9% +$203K 1.11% 28
2025
Q1 		$2.65M Sell
15,829
-231
-1% -$36.2K 1.31% 25
2024
Q4 		$2.5M Sell
16,060
-519
-3% -$79.4K 1.15% 28
2024
Q3 		$2.44M Buy
16,579
+1,062
+7% +$158K 1.2% 26
2024
Q2 		$2.43M Sell
15,517
-270
-2% -$43.1K 1.32% 23
2024
Q1 		$2.49M Buy
15,787
+1,615
+11% +$244K 1.39% 21
2023
Q4 		$2.11M Buy
14,172
+635
+5% +$96K 1.26% 26
2023
Q3 		$2.28M Sell
13,537
-125
-0.9% -$20.2K 1.52% 24
2023
Q2 		$2.15M Buy
13,662
+29
+0.2% +$4.65K 1.4% 25
2023
Q1 		$2.22M Buy
13,633
+1,576
+13% +$264K 1.39% 21
2022
Q4 		$2.16M Buy
12,057
+3,678
+44% +$642K 1.43% 24
2022
Q3 		$1.2M Buy
8,379
+634
+8% +$96.7K 0.95% 31
2022
Q2 		$1.12M Buy
7,745
+1,079
+16% +$178K 0.96% 33
2022
Q1 		$1.08M Sell
6,666
-2,165
-25% -$310K 0.87% 36
2021
Q4 		$1.04M Buy
+8,831
New +$1M 0.82% 41

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 22.96% 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

TKG Advisors's CVX Position: Q2 2026 in Review

TKG Advisors increased its Chevron (CVX) stake by 7.1% in Q2 2026, buying an estimated $208K and bringing the position to 16,759 shares worth $2.78M. The position accounts for 0.96% of the portfolio, ranked #35.

TKG Advisors first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.24M in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • TKG Advisors held 16,759 shares of Chevron worth $2.78M as of Q2 2026.
  • TKG Advisors bought 1,117 Chevron shares in Q2 2026, an estimated $208K.
  • Chevron made up 0.96% of TKG Advisors's portfolio in Q2 2026, its #35 holding.
  • TKG Advisors first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • TKG Advisors's Chevron position peaked at $3.24M in Q1 2026.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on TKG Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.