AWM
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Activest Wealth Management’s Chevron CVX Stock Holding History

Activest 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 		$56.7K Sell
342
-3,188
-90% -$593K 0.01% 257
2026
Q1 		$730K Buy
3,530
+2,638
+296% +$481K 0.13% 70
2025
Q4 		$136K Sell
892
-1,832
-67% -$279K 0.03% 190
2025
Q3 		$423K Buy
2,724
+94
+4% +$14.6K 0.09% 85
2025
Q2 		$377K Buy
2,630
+58
+2% +$8.18K 0.09% 75
2025
Q1 		$430K Buy
2,572
+21
+0.8% +$3.29K 0.12% 70
2024
Q4 		$369K Buy
2,551
+74
+3% +$11.3K 0.1% 68
2024
Q3 		$365K Buy
2,477
+336
+16% +$50K 0.11% 63
2024
Q2 		$335K Buy
2,141
+2,000
+1,418% +$319K 0.11% 63
2024
Q1 		$22.2K Sell
141
-323
-70% -$48.7K 0.01% 168
2023
Q4 		$69.2K Buy
464
+411
+775% +$62.2K 0.04% 77
2023
Q3 		$8.88K Buy
53
+1
+2% +$162 0.01% 184
2023
Q2 		$4.58K Hold
52
– – ﹤0.01% 238
2023
Q1 		$8.42K Buy
+52
New +$8.72K 0.01% 170
2022
Q3 		– Sell
-51
Closed -$7K – 476
2022
Q2 		$7K Sell
51
-223
-81% -$36.9K ﹤0.01% 226
2022
Q1 		$45K Sell
274
-836
-75% -$120K 0.03% 105
2021
Q4 		$130K Buy
1,110
+890
+405% +$101K 0.08% 64
2021
Q3 		$22K Buy
220
+2
+0.9% +$199 0.01% 169
2021
Q2 		$23K Buy
218
+2
+0.9% +$211 0.02% 137
2021
Q1 		$23K Buy
+216
New +$21.1K 0.02% 138

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Activest Wealth Management reduced its Chevron (CVX) stake by 90% in Q2 2026, selling an estimated $593K and leaving 342 shares worth $56.7K. The position accounts for 0.01% of the portfolio, ranked #257.

Activest Wealth Management first reported a position in CVX in Q1 2021 and has held it in 20 quarters since. The position peaked at $730K in Q1 2026. 1,730 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Activest Wealth Management held 342 shares of Chevron worth $56.7K as of Q2 2026.
  • Activest Wealth Management sold 3,188 Chevron shares in Q2 2026, an estimated $593K.
  • Chevron made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #257 holding.
  • Activest Wealth Management first reported a position in Chevron in Q1 2021 and has held it in 20 quarters since.
  • Activest Wealth Management's Chevron position peaked at $730K in Q1 2026.
  • 1,730 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.