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AAFMAA Wealth Management & Trust’s Chevron CVX Stock Holding History

AAFMAA Wealth Management & Trust’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 		$417K Buy
2,513
+65
+3% +$12.1K 0.15% 81
2026
Q1 		$506K Buy
+2,448
New +$446K 0.2% 74
2025
Q1 		– Sell
-12,676
Closed -$1.84M – 79
2024
Q4 		$1.84M Sell
12,676
-246
-2% -$37.7K 0.8% 36
2024
Q3 		$1.9M Buy
12,922
+1,413
+12% +$210K 0.84% 38
2024
Q2 		$1.8M Buy
11,509
+853
+8% +$136K 0.89% 40
2024
Q1 		$1.68M Buy
10,656
+932
+10% +$141K 0.92% 37
2023
Q4 		$1.45M Buy
9,724
+7,770
+398% +$1.18M 0.82% 35
2023
Q3 		$329K Sell
1,954
-121
-6% -$19.5K 0.31% 44
2023
Q2 		$327K Sell
2,075
-14
-0.7% -$2.25K 0.27% 48
2023
Q1 		$341K Buy
2,089
+58
+3% +$9.72K 0.27% 46
2022
Q4 		$365K Sell
2,031
-91
-4% -$15.9K 0.33% 46
2022
Q3 		$305K Buy
+2,122
New +$324K 0.22% 60
2022
Q2 		– Sell
-12,376
Closed -$2.02M – 54
2022
Q1 		$2.02M Sell
12,376
-313
-2% -$44.9K 0.93% 40
2021
Q4 		$1.49M Sell
12,689
-3,174
-20% -$361K 0.65% 39
2021
Q3 		$1.61M Buy
15,863
+1,382
+10% +$138K 0.76% 41
2021
Q2 		$1.52M Sell
14,481
-17,262
-54% -$1.82M 0.7% 41
2021
Q1 		$3.33M Sell
31,743
-24,794
-44% -$2.42M 1.6% 28
2020
Q4 		$4.77M Buy
+56,537
New +$4.58M 2.31% 18

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
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
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AAFMAA Wealth Management & Trust's CVX Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust increased its Chevron (CVX) stake by 2.7% in Q2 2026, buying an estimated $12.1K and bringing the position to 2,513 shares worth $417K. The position accounts for 0.15% of the portfolio, ranked #81.

AAFMAA Wealth Management & Trust first reported a position in CVX in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.77M in Q4 2020. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 2,513 shares of Chevron worth $417K as of Q2 2026.
  • AAFMAA Wealth Management & Trust bought 65 Chevron shares in Q2 2026, an estimated $12.1K.
  • Chevron made up 0.15% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #81 holding.
  • AAFMAA Wealth Management & Trust first reported a position in Chevron in Q4 2020 and has held it in 18 quarters since.
  • AAFMAA Wealth Management & Trust's Chevron position peaked at $4.77M in Q4 2020.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.