Valeo Financial Advisors’s Chevron CVX Stock Holding History

Valeo 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 Q1	–	Sell	-200	Closed	-$30.5K	–	785
2025 Q4	$30.5K	Hold	200	–	–	﹤0.01%	821
2025 Q3	$31.1K	Buy	+200	New	+$31K	﹤0.01%	813
2020 Q4	–	Sell	-3,000	Closed	-$216K	–	1703
2020 Q3	$216K	Buy	+3,000	New	+$252K	0.02%	310
2020 Q2	–	Sell	-1,000	Closed	-$84K	–	2048
2020 Q1	$84K	Buy	+1,000	New	+$98.8K	0.01%	465

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Valeo Financial Advisors increased its Chevron (CVX) stake by 2.8% in Q2 2026, buying an estimated $234K and bringing the position to 45,590 shares worth $7.56M. The position accounts for 0.16% of the portfolio, ranked #67.

Valeo Financial Advisors first reported a position in CVX in Q3 2017 and has held it in 36 quarters since. The position peaked at $9.17M in Q1 2026. 2,296 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Valeo Financial Advisors held 45,590 shares of Chevron worth $7.56M as of Q2 2026.
Valeo Financial Advisors bought 1,258 Chevron shares in Q2 2026, an estimated $234K.
Chevron made up 0.16% of Valeo Financial Advisors's portfolio in Q2 2026, its #67 holding.
Valeo Financial Advisors first reported a position in Chevron in Q3 2017 and has held it in 36 quarters since.
Valeo Financial Advisors's Chevron position peaked at $9.17M in Q1 2026.
2,296 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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