1 North Wealth Services’s Chevron CVX Stock Holding History

1 North Wealth Services’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	$55.2K	Hold	333	–	–	0.02%	91
2026 Q1	$68.9K	Sell	333 -101	-23%	-$18.4K	0.02%	78
2025 Q4	$66.1K	Buy	434 +226	+109%	+$34.4K	0.02%	82
2025 Q3	$32.3K	Sell	208 -61	-23%	-$9.45K	0.01%	99
2025 Q2	$38.5K	Hold	269	–	–	0.02%	94
2025 Q1	$45K	Buy	+269	New	+$42.1K	0.02%	86
2019 Q4	$97K	Buy	804 +1	+0.1%	+$118	0.06%	75
2019 Q3	$95K	Buy	+803	New	+$97.5K	0.06%	67
2019 Q1	$99K	Sell	802 -94	-10%	-$11.1K	0.07%	65
2018 Q4	$97K	Buy	+896	New	+$104K	0.08%	63

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

1 North Wealth Services's CVX Position: Q2 2026 in Review

1 North Wealth Services held its Chevron (CVX) position steady in Q2 2026 at 333 shares worth $55.2K. The position accounts for 0.02% of the portfolio, ranked #91.

1 North Wealth Services first reported a position in CVX in Q4 2018 and has held it in 10 quarters since. The position peaked at $99K in Q1 2019. 2,339 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

1 North Wealth Services held 333 shares of Chevron worth $55.2K as of Q2 2026.
1 North Wealth Services left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.02% of 1 North Wealth Services's portfolio in Q2 2026, its #91 holding.
1 North Wealth Services first reported a position in Chevron in Q4 2018 and has held it in 10 quarters since.
1 North Wealth Services's Chevron position peaked at $99K in Q1 2019.
2,339 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.