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Act Wealth Management’s Chevron CVX Stock Holding History

Act Wealth Management’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 		$685K Buy
4,133
+12
+0.3% +$2.23K 0.2% 29
2026
Q1 		$853K Sell
4,121
-107
-3% -$19.5K 0.29% 23
2025
Q4 		$644K Sell
4,228
-36
-0.8% -$5.48K 0.21% 29
2025
Q3 		$662K Sell
4,264
-447
-9% -$69.2K 0.23% 26
2025
Q2 		$675K Sell
4,711
-86
-2% -$12.1K 0.29% 24
2025
Q1 		$802K Buy
4,797
+329
+7% +$51.5K 0.36% 21
2024
Q4 		$647K Sell
4,468
-34
-0.8% -$5.2K 0.3% 23
2024
Q3 		$663K Buy
4,502
+32
+0.7% +$4.76K 0.29% 20
2024
Q2 		$699K Buy
4,470
+171
+4% +$27.3K 0.34% 20
2024
Q1 		$678K Sell
4,299
-1
-0% -$151 0.34% 19
2023
Q4 		$641K Buy
4,300
+70
+2% +$10.6K 0.35% 19
2023
Q3 		$713K Buy
4,230
+38
+0.9% +$6.14K 0.48% 15
2023
Q2 		$660K Buy
4,192
+10
+0.2% +$1.6K 0.37% 16
2023
Q1 		$682K Sell
4,182
-97
-2% -$16.3K 0.41% 15
2022
Q4 		$768K Sell
4,279
-466
-10% -$81.3K 0.49% 14
2022
Q3 		$682K Buy
4,745
+54
+1% +$8.23K 0.49% 15
2022
Q2 		$679K Sell
4,691
-90
-2% -$14.9K 0.44% 15
2022
Q1 		$778K Buy
4,781
+140
+3% +$20.1K 0.44% 15
2021
Q4 		$545K Buy
4,641
+67
+1% +$7.61K 0.31% 15
2021
Q3 		$479K Hold
4,574
– – 0.3% 17
2021
Q2 		$479K Buy
4,574
+3
+0.1% +$317 0.3% 17
2021
Q1 		$479K Buy
4,571
+260
+6% +$25.4K 0.31% 17
2020
Q4 		$364K Buy
+4,311
New +$349K 0.23% 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

Act Wealth Management's CVX Position: Q2 2026 in Review

Act Wealth Management increased its Chevron (CVX) stake by 0.29% in Q2 2026, buying an estimated $2.23K and bringing the position to 4,133 shares worth $685K. The position accounts for 0.2% of the portfolio, ranked #29.

Act Wealth Management first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $853K in Q1 2026. 1,262 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Act Wealth Management held 4,133 shares of Chevron worth $685K as of Q2 2026.
  • Act Wealth Management bought 12 Chevron shares in Q2 2026, an estimated $2.23K.
  • Chevron made up 0.2% of Act Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Act Wealth Management first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Act Wealth Management's Chevron position peaked at $853K in Q1 2026.
  • 1,262 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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