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Valued Wealth Advisors’s Chevron CVX Stock Holding History

Valued Wealth 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 		$57.5K Sell
347
-191
-36% -$35.5K 0.02% 100
2026
Q1 		$111K Buy
538
+249
+86% +$45.4K 0.05% 58
2025
Q4 		$44.1K Sell
289
-18
-6% -$2.74K 0.02% 97
2025
Q3 		$47.7K Buy
307
+42
+16% +$6.5K 0.02% 89
2025
Q2 		$38K Sell
265
-218
-45% -$30.7K 0.02% 107
2025
Q1 		$80.8K Buy
483
+4
+0.8% +$626 0.05% 68
2024
Q4 		$69.4K Buy
479
+234
+96% +$35.8K 0.04% 68
2024
Q3 		$36.1K Sell
245
-595
-71% -$88.6K 0.02% 96
2024
Q2 		$131K Buy
840
+406
+94% +$64.7K 0.09% 41
2024
Q1 		$68.4K Buy
434
+215
+98% +$32.4K 0.05% 56
2023
Q4 		$36.9K Buy
+219
New +$33.1K 0.03% 59

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Valued Wealth Advisors's CVX Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Chevron (CVX) stake by 36% in Q2 2026, selling an estimated $35.5K and leaving 347 shares worth $57.5K. The position accounts for 0.02% of the portfolio, ranked #100.

Valued Wealth Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $131K in Q2 2024. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Valued Wealth Advisors held 347 shares of Chevron worth $57.5K as of Q2 2026.
  • Valued Wealth Advisors sold 191 Chevron shares in Q2 2026, an estimated $35.5K.
  • Chevron made up 0.02% of Valued Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • Valued Wealth Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Chevron position peaked at $131K in Q2 2024.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.