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William Allan Corp’s Chevron CVX Stock Holding History

William Allan Corp’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 		$443K Buy
2,671
+12
+0.5% +$2.23K 0.22% 53
2026
Q1 		$550K Sell
2,659
-5
-0.2% -$912 0.33% 46
2025
Q4 		$406K Buy
2,664
+762
+40% +$116K 0.23% 50
2025
Q3 		$295K Buy
+1,902
New +$295K 0.17% 51
2025
Q2 		– Sell
-1,222
Closed -$204K – 50
2025
Q1 		$204K Buy
+1,222
New +$191K 0.13% 50

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

William Allan Corp's CVX Position: Q2 2026 in Review

William Allan Corp increased its Chevron (CVX) stake by 0.45% in Q2 2026, buying an estimated $2.23K and bringing the position to 2,671 shares worth $443K. The position accounts for 0.22% of the portfolio, ranked #53.

William Allan Corp first reported a position in CVX in Q1 2025 and has held it in 5 quarters since. The position peaked at $550K in Q1 2026. 1,687 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • William Allan Corp held 2,671 shares of Chevron worth $443K as of Q2 2026.
  • William Allan Corp bought 12 Chevron shares in Q2 2026, an estimated $2.23K.
  • Chevron made up 0.22% of William Allan Corp's portfolio in Q2 2026, its #53 holding.
  • William Allan Corp first reported a position in Chevron in Q1 2025 and has held it in 5 quarters since.
  • William Allan Corp's Chevron position peaked at $550K in Q1 2026.
  • 1,687 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on William Allan Corp's 13F filing for Q2 2026, filed 28 Jul 2026.