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Websterrogers Financial Advisors’s Chevron CVX Stock Holding History

Websterrogers 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 		$262K Sell
1,582
-19
-1% -$3.54K 0.07% 83
2026
Q1 		$331K Sell
1,601
-31
-2% -$5.65K 0.09% 73
2025
Q4 		$249K Sell
1,632
-23
-1% -$3.5K 0.07% 76
2025
Q3 		$257K Hold
1,655
– – 0.08% 73
2025
Q2 		$237K Buy
1,655
+29
+2% +$4.09K 0.08% 74
2025
Q1 		$272K Buy
1,626
+27
+2% +$4.23K 0.09% 68
2024
Q4 		$232K Buy
1,599
+6
+0.4% +$918 0.08% 73
2024
Q3 		$235K Buy
1,593
+4
+0.3% +$595 0.08% 64
2024
Q2 		$249K Sell
1,589
-192
-11% -$30.6K 0.09% 60
2024
Q1 		$281K Buy
1,781
+113
+7% +$17.1K 0.1% 62
2023
Q4 		$249K Buy
+1,668
New +$252K 0.1% 65

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 22.94% 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

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

Websterrogers Financial Advisors reduced its Chevron (CVX) stake by 1.2% in Q2 2026, selling an estimated $3.54K and leaving 1,582 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #83.

Websterrogers Financial Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $331K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Websterrogers Financial Advisors held 1,582 shares of Chevron worth $262K as of Q2 2026.
  • Websterrogers Financial Advisors sold 19 Chevron shares in Q2 2026, an estimated $3.54K.
  • Chevron made up 0.07% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #83 holding.
  • Websterrogers Financial Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Websterrogers Financial Advisors's Chevron position peaked at $331K in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.