WFA
CVX icon

Wellspring Financial Advisors’s Chevron CVX Stock Holding History

Wellspring 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 		$848K Sell
5,115
-45
-0.9% -$8.38K 0.06% 112
2026
Q1 		$1.07M Buy
5,160
+1,367
+36% +$249K 0.08% 92
2025
Q4 		$578K Buy
3,793
+1,557
+70% +$237K 0.05% 136
2025
Q3 		$347K Buy
+2,236
New +$346K 0.03% 112
2023
Q1 		– Sell
-2,051
Closed -$368K – 126
2022
Q4 		$368K Buy
+2,051
New +$358K 0.12% 73
2022
Q2 		– Sell
-774
Closed -$126K – 112
2022
Q1 		$126K Buy
+774
New +$111K 0.04% 122

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

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

Wellspring Financial Advisors reduced its Chevron (CVX) stake by 0.87% in Q2 2026, selling an estimated $8.38K and leaving 5,115 shares worth $848K. The position accounts for 0.06% of the portfolio, ranked #112.

Wellspring Financial Advisors first reported a position in CVX in Q1 2022 and has held it in 6 quarters since. The position peaked at $1.07M in Q1 2026. 1,420 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Wellspring Financial Advisors held 5,115 shares of Chevron worth $848K as of Q2 2026.
  • Wellspring Financial Advisors sold 45 Chevron shares in Q2 2026, an estimated $8.38K.
  • Chevron made up 0.06% of Wellspring Financial Advisors's portfolio in Q2 2026, its #112 holding.
  • Wellspring Financial Advisors first reported a position in Chevron in Q1 2022 and has held it in 6 quarters since.
  • Wellspring Financial Advisors's Chevron position peaked at $1.07M in Q1 2026.
  • 1,420 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.