Acima Private Wealth’s Chevron CVX Stock Holding History

Acima Private 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	$252K	Hold	1,521	–	–	0.07%	106
2026 Q1	$315K	Sell	1,521 -667	-30%	-$122K	0.1%	102
2025 Q4	$333K	Sell	2,188 -333	-13%	-$50.7K	0.1%	98
2025 Q3	$391K	Buy	2,521 +100	+4%	+$15.5K	0.12%	91
2025 Q2	$347K	Hold	2,421	–	–	0.12%	94
2025 Q1	$405K	Hold	2,421	–	–	0.15%	83
2024 Q4	$351K	Hold	2,421	–	–	0.12%	98
2024 Q3	$357K	Hold	2,421	–	–	0.12%	96
2024 Q2	$379K	Hold	2,421	–	–	0.14%	86
2024 Q1	$382K	Sell	2,421 -89	-4%	-$13.4K	0.14%	92
2023 Q4	$374K	Hold	2,510	–	–	0.15%	94
2023 Q3	$423K	Sell	2,510 -115	-4%	-$18.6K	0.19%	90
2023 Q2	$413K	Hold	2,625	–	–	0.2%	89
2023 Q1	$428K	Buy	2,625 +89	+4%	+$14.9K	0.21%	87
2022 Q4	$455K	Hold	2,536	–	–	0.23%	81
2022 Q3	$364K	Hold	2,536	–	–	0.19%	88
2022 Q2	$367K	Hold	2,536	–	–	0.18%	91
2022 Q1	$413K	Hold	2,536	–	–	0.19%	96
2021 Q4	$298K	Hold	2,536	–	–	0.13%	111
2021 Q3	$257K	Hold	2,536	–	–	0.12%	113
2021 Q2	$266K	Hold	2,536	–	–	0.12%	112
2021 Q1	$266K	Hold	2,536	–	–	0.13%	112
2020 Q4	$214K	Hold	2,536	–	–	0.11%	118
2020 Q3	$183K	Hold	2,536	–	–	0.11%	117
2020 Q2	$226K	Sell	2,536 -2,871	-53%	-$257K	0.15%	112
2020 Q1	$392K	Hold	5,407	–	–	0.3%	77
2019 Q4	$652K	Hold	5,407	–	–	0.45%	58
2019 Q3	$641K	Buy	5,407 +115	+2%	+$14K	0.49%	51
2019 Q2	$659K	Hold	5,292	–	–	0.52%	48
2019 Q1	$652K	Hold	5,292	–	–	0.56%	44
2018 Q4	$576K	Buy	+5,292	New	+$613K	0.56%	45

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 22.96% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Acima Private Wealth's CVX Position: Q2 2026 in Review

Acima Private Wealth held its Chevron (CVX) position steady in Q2 2026 at 1,521 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #106.

Acima Private Wealth first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $659K in Q2 2019. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Acima Private Wealth held 1,521 shares of Chevron worth $252K as of Q2 2026.
Acima Private Wealth left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.07% of Acima Private Wealth's portfolio in Q2 2026, its #106 holding.
Acima Private Wealth first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
Acima Private Wealth's Chevron position peaked at $659K in Q2 2019.
2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.