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CVX

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

+$27M

Total Shares Change

+159,124

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
2024-Q2
Increased
105,137
+1.1%
$16.4M0.2%$142.37
34
2024-Q1
Increased
103,986
+53.7%
$16.4M0.2%$142.13
47
2023-Q4
Increased
67,648
+37.0%
$10.1M0.1%$132.95
43
2023-Q3
Decreased
49,368
-3.6%
$8.3M0.1%$148.74
0
2023-Q2
Increased
51,206
+7.8%
$8.1M0.1%$137.48
35
2023-Q1
Decreased
47,483
-48.0%
$7.7M0.2%$141.17
0
2022-Q4
Decreased
91,266
-3.8%
$16.4M0.4%$153.94
0
2022-Q3
Decreased
94,899
-7.9%
$13.6M0.4%$122.27
0
2022-Q2
Increased
103,015
+5.3%
$14.9M0.4%$122.11
35
2022-Q1
Decreased
97,872
-26.2%
$15.9M0.4%$136.21
0
2021-Q4
Increased
132,608
+440.3%
$15.6M0.4%$97.14
54
2021-Q3
Decreased
24,542
-77.0%
$2.5M0.3%$83.02
0
2021-Q2
Increased
106,953
+24.1%
$11.2M0.4%$84.57
41
2021-Q1
Increased
86,151
+152.0%
$9M0.4%$83.59
53
2020-Q4
Increased
34,193
+23.9%
$2.9M0.1%$66.43
38
2020-Q3
Increased
27,601
+102.0%
$2M0.1%$55.81
50
2020-Q2
Increased
13,666
+7.4%
$1.2M0.1%$68.19
27
2020-Q1
Decreased
12,729
-21.4%
$922,0000.1%$54.57
0
2019-Q4
Increased
16,189
+0.9%
$2M0.1%$89.71
31
2019-Q3
Increased
16,044
+3.8%
$1.9M0.1%$87.43
32
2019-Q2
Increased
15,453
+5.5%
$1.9M0.1%$90.80
33
2019-Q1
First report
14,647
-
$1.8M0.1%$89.00
0

Other major holders of CVX: State Street Corp., BlackRock, Inc., Berkshire Hathaway Inc., Vanguard Group Inc.

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