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Showing 8 of 30 quarters

Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in Chevron Corporation

Yes. Sequoia Financial Advisors holds 173,771 shares of CVX (Chevron), worth $28.8M, as of its Q2 2026 13F filing. It increased the position by 13,053 shares (+8.1%) from Q1 2026. Sequoia Financial Advisors has held CVX in every 13F on record since Q1 2019, 30 quarterly filings. CVX is 0.1% of Sequoia Financial Advisors' reported 13F portfolio.

Current Value

$28.8M

Current Shares

173,771

Total Value Change

+$11M

Total Shares Change

+52,653

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
173,771
+8.1%
$28.8M0.1%$164.33
37
2026-Q1
Increased
160,718
+2.5%
$33.3M0.2%$203.25
35
2025-Q4
Increased
156,752
+2.7%
$23.9M0.1%$148.27
35
2025-Q3
Increased
152,681
+10.6%
$23.7M0.1%$149.40
38
2025-Q2
Increased
138,070
+2.7%
$19.8M0.1%$136.24
35
2025-Q1
Increased
134,459
+3.0%
$22.5M0.2%$157.26
35
2024-Q4
Increased
130,527
+7.8%
$18.9M0.2%$134.66
37
2024-Q3
Increased
121,118
+15.2%
$17.8M0.2%$135.54
39

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