AG
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AlTi Global’s Chevron CVX Stock Holding History

AlTi Global’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 		$26.5M Sell
159,583
-26,071
-14% -$4.85M 0.55% 29
2026
Q1 		$38.1M Buy
185,654
+14,557
+9% +$2.65M 0.83% 21
2025
Q4 		$26.1M Sell
171,097
-1,071
-0.6% -$163K 0.56% 26
2025
Q3 		$26.7M Buy
172,168
+1,726
+1% +$267K 0.63% 23
2025
Q2 		$24.7M Buy
170,442
+4,767
+3% +$672K 0.62% 23
2025
Q1 		$27.7M Sell
165,675
-21,274
-11% -$3.33M 0.73% 20
2024
Q4 		$27.7M Buy
186,949
+512
+0.3% +$78.4K 0.67% 22
2024
Q3 		$27.5M Buy
186,437
+24,729
+15% +$3.68M 0.66% 21
2024
Q2 		$25.3M Sell
161,708
-22,697
-12% -$3.62M 0.68% 20
2024
Q1 		$29.1M Buy
184,405
+2,169
+1% +$327K 0.81% 18
2023
Q4 		$27.2M Buy
+182,236
New +$27.6M 0.83% 19

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

AlTi Global's CVX Position: Q2 2026 in Review

AlTi Global reduced its Chevron (CVX) stake by 14% in Q2 2026, selling an estimated $4.85M and leaving 159,583 shares worth $26.5M. The position accounts for 0.55% of the portfolio, ranked #29.

AlTi Global first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $38.1M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • AlTi Global held 159,583 shares of Chevron worth $26.5M as of Q2 2026.
  • AlTi Global sold 26,071 Chevron shares in Q2 2026, an estimated $4.85M.
  • Chevron made up 0.55% of AlTi Global's portfolio in Q2 2026, its #29 holding.
  • AlTi Global first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • AlTi Global's Chevron position peaked at $38.1M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.