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Walkner Condon Financial Advisors’s Chevron CVX Stock Holding History

Walkner Condon 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 		$344K Sell
2,074
-108
-5% -$20.1K 0.04% 240
2026
Q1 		$451K Sell
2,182
-83
-4% -$15.1K 0.06% 188
2025
Q4 		$345K Sell
2,265
-168
-7% -$25.6K 0.05% 220
2025
Q3 		$378K Buy
2,433
+573
+31% +$88.7K 0.06% 204
2025
Q2 		$266K Buy
1,860
+359
+24% +$50.6K 0.05% 233
2025
Q1 		$251K Buy
+1,501
New +$235K 0.05% 230
2024
Q4 		– Sell
-1,517
Closed -$223K – 285
2024
Q3 		$223K Sell
1,517
-921
-38% -$137K 0.05% 251
2024
Q2 		$381K Sell
2,438
-44
-2% -$7.02K 0.08% 173
2024
Q1 		$391K Buy
2,482
+52
+2% +$7.85K 0.08% 181
2023
Q4 		$362K Buy
2,430
+460
+23% +$69.6K 0.08% 187
2023
Q3 		$332K Buy
1,970
+284
+17% +$45.9K 0.09% 176
2023
Q2 		$265K Sell
1,686
-58
-3% -$9.3K 0.07% 199
2023
Q1 		$284K Buy
1,744
+488
+39% +$81.8K 0.08% 182
2022
Q4 		$225K Buy
+1,256
New +$219K 0.07% 208
2022
Q3 		– Sell
-1,812
Closed -$262K – 217
2022
Q2 		$262K Sell
1,812
-889
-33% -$147K 0.08% 188
2022
Q1 		$440K Buy
+2,701
New +$387K 0.13% 146

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Walkner Condon Financial Advisors's CVX Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Chevron (CVX) stake by 4.9% in Q2 2026, selling an estimated $20.1K and leaving 2,074 shares worth $344K. The position accounts for 0.04% of the portfolio, ranked #240.

Walkner Condon Financial Advisors first reported a position in CVX in Q1 2022 and has held it in 16 quarters since. The position peaked at $451K in Q1 2026. 2,445 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Walkner Condon Financial Advisors held 2,074 shares of Chevron worth $344K as of Q2 2026.
  • Walkner Condon Financial Advisors sold 108 Chevron shares in Q2 2026, an estimated $20.1K.
  • Chevron made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #240 holding.
  • Walkner Condon Financial Advisors first reported a position in Chevron in Q1 2022 and has held it in 16 quarters since.
  • Walkner Condon Financial Advisors's Chevron position peaked at $451K in Q1 2026.
  • 2,445 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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