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YHB Investment Advisors’s Chevron CVX Stock Holding History

YHB Investment 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 		$5.26M Buy
31,704
+648
+2% +$121K 0.34% 76
2026
Q1 		$6.43M Buy
31,056
+1,273
+4% +$232K 0.46% 62
2025
Q4 		$4.54M Sell
29,783
-721
-2% -$110K 0.31% 80
2025
Q3 		$4.74M Buy
30,504
+473
+2% +$73.3K 0.35% 74
2025
Q2 		$4.3M Sell
30,031
-2,891
-9% -$408K 0.33% 78
2025
Q1 		$5.51M Buy
32,922
+1,107
+3% +$173K 0.46% 59
2024
Q4 		$4.61M Buy
31,815
+470
+1% +$71.9K 0.38% 66
2024
Q3 		$4.62M Sell
31,345
-689
-2% -$103K 0.38% 68
2024
Q2 		$5.01M Buy
32,034
+807
+3% +$129K 0.43% 55
2024
Q1 		$4.93M Buy
31,227
+685
+2% +$103K 0.44% 61
2023
Q4 		$4.56M Buy
30,542
+7,589
+33% +$1.15M 0.44% 61
2023
Q3 		$3.87M Buy
22,953
+1,302
+6% +$210K 0.36% 79
2023
Q2 		$3.41M Buy
21,651
+582
+3% +$93.3K 0.32% 85
2023
Q1 		$3.44M Buy
21,069
+768
+4% +$129K 0.34% 79
2022
Q4 		$3.64M Buy
20,301
+335
+2% +$58.5K 0.39% 71
2022
Q3 		$2.87M Buy
19,966
+1,321
+7% +$201K 0.32% 86
2022
Q2 		$2.7M Buy
18,645
+714
+4% +$118K 0.28% 91
2022
Q1 		$2.92M Sell
17,931
-75
-0.4% -$10.8K 0.26% 96
2021
Q4 		$2.11M Sell
18,006
-610
-3% -$69.3K 0.17% 123
2021
Q3 		$1.89M Sell
18,616
-1,049
-5% -$105K 0.16% 126
2021
Q2 		$2.06M Buy
19,665
+169
+0.9% +$17.8K 0.18% 119
2021
Q1 		$2.01M Buy
19,496
+96
+0.5% +$9.37K 0.17% 122
2020
Q4 		$1.64M Sell
19,400
-2,585
-12% -$209K 0.16% 129
2020
Q3 		$1.58M Sell
21,985
-9,994
-31% -$841K 0.17% 117
2020
Q2 		$2.85M Sell
31,979
-666
-2% -$59.6K 0.41% 62
2020
Q1 		$2.37M Sell
32,645
-1,077
-3% -$106K 0.41% 68
2019
Q4 		$4.06M Sell
33,722
-309
-0.9% -$36.4K 0.58% 54
2019
Q3 		$4.04M Buy
34,031
+1,809
+6% +$220K 0.62% 52
2019
Q2 		$4.01M Sell
32,222
-760
-2% -$91.9K 0.64% 49
2019
Q1 		$4.06M Sell
32,982
-221
-0.7% -$26.1K 0.64% 51
2018
Q4 		$3.61M Sell
33,203
-43
-0.1% -$4.98K 0.65% 51
2018
Q3 		$4.07M Sell
33,246
-393
-1% -$47.7K 0.61% 52
2018
Q2 		$4.25M Sell
33,639
-181
-0.5% -$22.5K 0.7% 49
2018
Q1 		$3.86M Buy
33,820
+605
+2% +$72.3K 0.65% 50
2017
Q4 		$4.16M Buy
33,215
+1,143
+4% +$136K 0.71% 43
2017
Q3 		$3.77M Sell
32,072
-738
-2% -$80.6K 0.67% 45
2017
Q2 		$3.42M Buy
32,810
+738
+2% +$78.2K 0.59% 55
2017
Q1 		$3.42M Sell
32,072
-287
-0.9% -$32.2K 0.66% 49
2016
Q4 		$3.81M Buy
32,359
+510
+2% +$55.5K 0.79% 40
2016
Q3 		$3.28M Sell
31,849
-805
-2% -$82.2K 0.79% 44
2016
Q2 		$3.42M Buy
32,654
+509
+2% +$51.2K 0.75% 48
2016
Q1 		$3.07M Sell
32,145
-4,393
-12% -$384K 0.83% 41
2015
Q4 		$3.29M Sell
36,538
-1,457
-4% -$131K 0.75% 43
2015
Q3 		$3M Sell
37,995
-2,690
-7% -$226K 0.71% 45
2015
Q2 		$3.92M Buy
40,685
+225
+0.6% +$23.6K 0.86% 39
2015
Q1 		$4.25M Sell
40,460
-31
-0.1% -$3.31K 0.95% 31
2014
Q4 		$4.54M Sell
40,491
-33
-0.1% -$3.75K 1.04% 30
2014
Q3 		$4.83M Buy
40,524
+788
+2% +$101K 1.16% 27
2014
Q2 		$5.19M Buy
39,736
+28
+0.1% +$3.48K 1.25% 21
2014
Q1 		$4.72M Buy
39,708
+3,261
+9% +$379K 1.2% 25
2013
Q4 		$4.55M Buy
36,447
+534
+1% +$64.5K 1.22% 24
2013
Q3 		$4.36M Buy
35,913
+1,768
+5% +$217K 1.29% 25
2013
Q2 		$4.04M Buy
+34,145
New +$4.13M 1.26% 26

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

YHB Investment Advisors's CVX Position: Q2 2026 in Review

YHB Investment Advisors increased its Chevron (CVX) stake by 2.1% in Q2 2026, buying an estimated $121K and bringing the position to 31,704 shares worth $5.26M. The position accounts for 0.34% of the portfolio, ranked #76.

YHB Investment Advisors first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.43M in Q1 2026. 1,500 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • YHB Investment Advisors held 31,704 shares of Chevron worth $5.26M as of Q2 2026.
  • YHB Investment Advisors bought 648 Chevron shares in Q2 2026, an estimated $121K.
  • Chevron made up 0.34% of YHB Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • YHB Investment Advisors first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's Chevron position peaked at $6.43M in Q1 2026.
  • 1,500 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.