Altiora Financial Group’s Chevron CVX Stock Holding History

Altiora Financial Group’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	$682K	Hold	4,112	–	–	0.11%	66
2026 Q1	$851K	Hold	4,112	–	–	0.14%	57
2025 Q4	$627K	Hold	4,112	–	–	0.11%	61
2025 Q3	$639K	Sell	4,112 -3	-0.1%	-$465	0.12%	58
2025 Q2	$589K	Buy	4,115 +2	+0%	+$282	0.12%	60
2025 Q1	$688K	Sell	4,113 -11	-0.3%	-$1.72K	0.15%	55
2024 Q4	$597K	Sell	4,124 -6	-0.1%	-$918	0.13%	60
2024 Q3	$608K	Hold	4,130	–	–	0.13%	63
2024 Q2	$646K	Hold	4,130	–	–	0.16%	55
2024 Q1	$651K	Sell	4,130 -100	-2%	-$15.1K	0.18%	46
2023 Q4	$631K	Hold	4,230	–	–	0.18%	46
2023 Q3	$713K	Hold	4,230	–	–	0.33%	31
2023 Q2	$666K	Buy	4,230 +1	+0%	+$160	0.29%	32
2023 Q1	$690K	Buy	4,229 +17	+0.4%	+$2.85K	0.32%	32
2022 Q4	$756K	Buy	+4,212	New	+$735K	0.38%	28

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Altiora Financial Group's CVX Position: Q2 2026 in Review

Altiora Financial Group held its Chevron (CVX) position steady in Q2 2026 at 4,112 shares worth $682K. The position accounts for 0.11% of the portfolio, ranked #66.

Altiora Financial Group first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $851K in Q1 2026. 4,135 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Altiora Financial Group held 4,112 shares of Chevron worth $682K as of Q2 2026.
Altiora Financial Group left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.11% of Altiora Financial Group's portfolio in Q2 2026, its #66 holding.
Altiora Financial Group first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
Altiora Financial Group's Chevron position peaked at $851K in Q1 2026.
4,135 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.