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Transamerica Financial Advisors’s Chevron CVX Stock Holding History

Transamerica 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 		$1.62M Sell
9,782
-192
-2% -$35.7K 0.14% 157
2026
Q1 		$2.06M Buy
9,974
+687
+7% +$125K 0.18% 127
2025
Q4 		$1.42M Sell
9,287
-1,317
-12% -$201K 0.12% 156
2025
Q3 		$1.65M Buy
10,604
+944
+10% +$146K 0.14% 121
2025
Q2 		$1.38M Sell
9,660
-1,349
-12% -$190K 0.13% 124
2025
Q1 		$1.84M Buy
11,009
+161
+1% +$25.2K 0.19% 110
2024
Q4 		$1.57M Buy
10,848
+6,331
+140% +$969K 0.16% 118
2024
Q3 		$666K Sell
4,517
-12,168
-73% -$1.81M 0.07% 182
2024
Q2 		$2.61M Hold
16,685
– – 0.28% 88
2024
Q1 		$2.63M Buy
16,685
+9,788
+142% +$1.48M 0.27% 98
2023
Q4 		$1.03M Sell
6,897
-1,713
-20% -$259K 0.14% 103
2023
Q3 		$1.45M Sell
8,610
-618
-7% -$99.8K 0.2% 88
2023
Q2 		$1.45M Buy
9,228
+516
+6% +$82.7K 0.19% 99
2023
Q1 		$1.42M Sell
8,712
-4,372
-33% -$733K 0.19% 95
2022
Q4 		$2.35M Sell
13,084
-1,707
-12% -$298K 0.33% 53
2022
Q3 		$2.13M Buy
14,791
+10,082
+214% +$1.54M 0.31% 55
2022
Q2 		$682K Buy
+4,709
New +$778K 0.1% 147
2021
Q2 		– Sell
-8
Closed -$1K – 211
2021
Q1 		$1K Buy
+8
New +$781 0.02% 134
2020
Q3 		– Sell
-5
Closed -$1K – 229
2020
Q2 		$1K Buy
+5
New +$448 ﹤0.01% 347
2019
Q3 		– Sell
-368
Closed -$46K – 170
2019
Q2 		$46K Buy
+368
New +$44.5K 0.01% 254
2019
Q1 		– Sell
-373
Closed -$41K – 159
2018
Q4 		$41K Sell
373
-105
-22% -$12.2K 0.01% 221
2018
Q3 		$59K Sell
478
-26
-5% -$3.15K 0.01% 220
2018
Q2 		$64K Sell
504
-4
-0.8% -$497 0.01% 218
2018
Q1 		$58K Sell
508
-3,964
-89% -$474K 0.01% 227
2017
Q4 		$560K Buy
4,472
+37
+0.8% +$4.39K 0.07% 192
2017
Q3 		$522K Sell
4,435
-126
-3% -$13.8K 0.06% 190
2017
Q2 		$476K Sell
4,561
-12,144
-73% -$1.29M 0.06% 185
2017
Q1 		$1.79M Buy
16,705
+61
+0.4% +$6.84K 0.21% 128
2016
Q4 		$1.96M Buy
16,644
+142
+0.9% +$15.5K 0.23% 115
2016
Q3 		$1.7M Buy
16,502
+1,451
+10% +$148K 0.18% 125
2016
Q2 		$1.58M Sell
15,051
-17,470
-54% -$1.76M 0.16% 129
2016
Q1 		$3.1M Buy
32,521
+8,378
+35% +$733K 0.26% 85
2015
Q4 		$2.17M Buy
24,143
+959
+4% +$86.5K 0.16% 117
2015
Q3 		$1.83M Sell
23,184
-2,976
-11% -$251K 0.15% 115
2015
Q2 		$2.52M Buy
26,160
+1,375
+6% +$144K 0.18% 109
2015
Q1 		$2.6M Buy
24,785
+1,732
+8% +$185K 0.18% 104
2014
Q4 		$2.59M Buy
23,053
+1,897
+9% +$216K 0.2% 69
2014
Q3 		$2.52M Buy
21,156
+11,611
+122% +$1.48M 0.23% 62
2014
Q2 		$1.25M Buy
9,545
+1,579
+20% +$196K 0.11% 110
2014
Q1 		$948K Sell
7,966
-3,500
-31% -$407K 0.09% 107
2013
Q4 		$1.43M Sell
11,466
-531
-4% -$64.2K 0.16% 78
2013
Q3 		$1.46M Buy
11,997
+885
+8% +$109K 0.19% 72
2013
Q2 		$1.31M Buy
+11,112
New +$1.34M 0.22% 51

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Transamerica Financial Advisors reduced its Chevron (CVX) stake by 1.9% in Q2 2026, selling an estimated $35.7K and leaving 9,782 shares worth $1.62M. The position accounts for 0.14% of the portfolio, ranked #157.

Transamerica Financial Advisors first reported a position in CVX in Q2 2013 and has held it in 43 quarters since. The position peaked at $3.1M in Q1 2016. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Transamerica Financial Advisors held 9,782 shares of Chevron worth $1.62M as of Q2 2026.
  • Transamerica Financial Advisors sold 192 Chevron shares in Q2 2026, an estimated $35.7K.
  • Chevron made up 0.14% of Transamerica Financial Advisors's portfolio in Q2 2026, its #157 holding.
  • Transamerica Financial Advisors first reported a position in Chevron in Q2 2013 and has held it in 43 quarters since.
  • Transamerica Financial Advisors's Chevron position peaked at $3.1M in Q1 2016.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.