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Alteri Wealth’s Chevron CVX Stock Holding History

Alteri 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 		$1.09M Buy
6,562
+411
+7% +$76.5K 0.3% 83
2026
Q1 		$1.27M Buy
6,151
+701
+13% +$128K 0.41% 52
2025
Q4 		$831K Sell
5,450
-120
-2% -$18.3K 0.27% 86
2025
Q3 		$865K Buy
5,570
+143
+3% +$22.1K 0.3% 81
2025
Q2 		$777K Sell
5,427
-1,030
-16% -$145K 0.3% 80
2025
Q1 		$1.08M Sell
6,457
-898
-12% -$141K 0.48% 50
2024
Q4 		$1.07M Buy
+7,355
New +$1.13M 0.29% 49

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

Alteri Wealth's CVX Position: Q2 2026 in Review

Alteri Wealth increased its Chevron (CVX) stake by 6.7% in Q2 2026, buying an estimated $76.5K and bringing the position to 6,562 shares worth $1.09M. The position accounts for 0.3% of the portfolio, ranked #83.

Alteri Wealth first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Alteri Wealth held 6,562 shares of Chevron worth $1.09M as of Q2 2026.
  • Alteri Wealth bought 411 Chevron shares in Q2 2026, an estimated $76.5K.
  • Chevron made up 0.3% of Alteri Wealth's portfolio in Q2 2026, its #83 holding.
  • Alteri Wealth first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's Chevron position peaked at $1.27M in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.