5W
CVX icon

5T Wealth’s Chevron CVX Stock Holding History

5T Wealth’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 		$345K Buy
2,084
+101
+5% +$18.8K 0.13% 109
2026
Q1 		$410K Buy
+1,983
New +$362K 0.16% 98

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

5T Wealth's CVX Position: Q2 2026 in Review

5T Wealth increased its Chevron (CVX) stake by 5.1% in Q2 2026, buying an estimated $18.8K and bringing the position to 2,084 shares worth $345K. The position accounts for 0.13% of the portfolio, ranked #109.

5T Wealth first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $410K in Q1 2026. 1,613 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • 5T Wealth held 2,084 shares of Chevron worth $345K as of Q2 2026.
  • 5T Wealth bought 101 Chevron shares in Q2 2026, an estimated $18.8K.
  • Chevron made up 0.13% of 5T Wealth's portfolio in Q2 2026, its #109 holding.
  • 5T Wealth first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • 5T Wealth's Chevron position peaked at $410K in Q1 2026.
  • 1,613 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.