Worth Financial Advisory Group’s Chevron CVX Stock Holding History

Worth Financial Advisory Group’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	$434K	Buy	+2,619	New	+$487K	0.18%	122
2026 Q1	–	Sell	-2,436	Closed	-$371K	–	69
2025 Q4	$371K	Sell	2,436 -290	-11%	-$44.2K	0.18%	127
2025 Q3	$423K	Sell	2,726 -217	-7%	-$33.6K	0.24%	100
2025 Q2	$421K	Buy	2,943 +378	+15%	+$53.3K	0.26%	95
2025 Q1	$429K	Sell	2,565 -159	-6%	-$24.9K	0.27%	92
2024 Q4	$395K	Sell	2,724 -61	-2%	-$9.34K	0.24%	93
2024 Q3	$410K	Buy	2,785 +61	+2%	+$9.08K	0.24%	100
2024 Q2	$426K	Buy	2,724 +242	+10%	+$38.6K	0.28%	84
2024 Q1	$392K	Sell	2,482 -15	-0.6%	-$2.26K	0.27%	88
2023 Q4	$373K	Buy	2,497 +1	+0%	+$151	0.3%	89
2023 Q3	$421K	Sell	2,496 -14	-0.6%	-$2.26K	0.38%	73
2023 Q2	$395K	Sell	2,510 -70	-3%	-$11.2K	0.37%	76
2023 Q1	$421K	Sell	2,580 -192	-7%	-$32.2K	0.4%	68
2022 Q4	$498K	Buy	+2,772	New	+$484K	0.58%	50

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Worth Financial Advisory Group's CVX Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Chevron (CVX) in Q2 2026: 2,619 shares worth $434K. The stake represents 0.18% of the portfolio and ranks #122 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in CVX as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $498K in Q4 2022. 2,274 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Worth Financial Advisory Group held 2,619 shares of Chevron worth $434K as of Q2 2026.
Chevron was a new Worth Financial Advisory Group position in Q2 2026.
Chevron made up 0.18% of Worth Financial Advisory Group's portfolio in Q2 2026, its #122 holding.
Worth Financial Advisory Group first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
Worth Financial Advisory Group's Chevron position peaked at $498K in Q4 2022.
2,274 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.