55 North Private Wealth’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$532K Buy
3,210
+689
+27% +$128K 0.1% 91
2026
Q1
$522K Sell
2,521
-1,204
-32% -$220K 0.13% 76
2025
Q4
$568K Buy
+3,725
New +$567K 0.15% 70

Other funds holding CVX

55 North Private Wealth's CVX Position: Q2 2026 in Review

55 North Private Wealth increased its Chevron (CVX) stake by 27% in Q2 2026, buying an estimated $128K and bringing the position to 3,210 shares worth $532K. The position accounts for 0.1% of the portfolio, ranked #91.

55 North Private Wealth first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $568K in Q4 2025. 4,096 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • 55 North Private Wealth held 3,210 shares of Chevron worth $532K as of Q2 2026.
  • 55 North Private Wealth bought 689 Chevron shares in Q2 2026, an estimated $128K.
  • Chevron made up 0.1% of 55 North Private Wealth's portfolio in Q2 2026, its #91 holding.
  • 55 North Private Wealth first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • 55 North Private Wealth's Chevron position peaked at $568K in Q4 2025.
  • 4,096 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.