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Uptown Financial Advisors’s Chevron CVX Stock Holding History

Uptown 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 		$223K Hold
1,345
– – 0.15% 74
2026
Q1 		$278K Hold
1,345
– – 0.22% 60
2025
Q4 		$205K Hold
1,345
– – 0.15% 74
2025
Q3 		$209K Buy
+1,345
New +$208K 0.17% 68
2025
Q2 		– Sell
-1,345
Closed -$225K – 76
2025
Q1 		$225K Buy
+1,345
New +$211K 0.23% 65

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Uptown Financial Advisors held its Chevron (CVX) position steady in Q2 2026 at 1,345 shares worth $223K. The position accounts for 0.15% of the portfolio, ranked #74.

Uptown Financial Advisors first reported a position in CVX in Q1 2025 and has held it in 5 quarters since. The position peaked at $278K in Q1 2026. 1,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Uptown Financial Advisors held 1,345 shares of Chevron worth $223K as of Q2 2026.
  • Uptown Financial Advisors left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.15% of Uptown Financial Advisors's portfolio in Q2 2026, its #74 holding.
  • Uptown Financial Advisors first reported a position in Chevron in Q1 2025 and has held it in 5 quarters since.
  • Uptown Financial Advisors's Chevron position peaked at $278K in Q1 2026.
  • 1,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.