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Allen Wealth Management’s Chevron CVX Stock Holding History

Allen 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 		$3.81M Sell
22,981
-3,628
-14% -$675K 1.86% 9
2026
Q1 		$5.51M Sell
26,609
-220
-0.8% -$40.1K 2.76% 8
2025
Q4 		$4.09M Buy
26,829
+194
+0.7% +$29.5K 2.46% 8
2025
Q3 		$4.14M Sell
26,635
-986
-4% -$153K 2.8% 5
2025
Q2 		$3.96M Sell
27,621
-204
-0.7% -$28.8K 2.77% 6
2025
Q1 		$4.65M Buy
27,825
+176
+0.6% +$27.6K 3.21% 6
2024
Q4 		$4M Buy
27,649
+582
+2% +$89.1K 2.87% 6
2024
Q3 		$3.99M Buy
27,067
+1,966
+8% +$293K 2.76% 6
2024
Q2 		$3.93M Buy
25,101
+811
+3% +$129K 3.5% 5
2024
Q1 		$3.83M Sell
24,290
-26
-0.1% -$3.92K 3.38% 5
2023
Q4 		$3.63M Buy
+24,316
New +$3.68M 3.55% 6

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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

Allen Wealth Management reduced its Chevron (CVX) stake by 14% in Q2 2026, selling an estimated $675K and leaving 22,981 shares worth $3.81M. The position accounts for 1.86% of the portfolio, ranked #9.

Allen Wealth Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.51M in Q1 2026. 1,950 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Allen Wealth Management held 22,981 shares of Chevron worth $3.81M as of Q2 2026.
  • Allen Wealth Management sold 3,628 Chevron shares in Q2 2026, an estimated $675K.
  • Chevron made up 1.86% of Allen Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Allen Wealth Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Allen Wealth Management's Chevron position peaked at $5.51M in Q1 2026.
  • 1,950 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.