ACM
CVX icon

Altrius Capital Management’s Chevron CVX Stock Holding History

Altrius Capital 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 		$5.62M Buy
33,885
+423
+1% +$78.7K 1.07% 55
2026
Q1 		$6.92M Sell
33,462
-162
-0.5% -$29.5K 1.38% 30
2025
Q4 		$5.12M Buy
33,624
+819
+2% +$125K 1.09% 51
2025
Q3 		$5.09M Buy
32,805
+649
+2% +$101K 1.16% 47
2025
Q2 		$4.6M Buy
32,156
+450
+1% +$63.4K 1.08% 48
2025
Q1 		$5.3M Buy
31,706
+113
+0.4% +$17.7K 1.29% 35
2024
Q4 		$4.58M Sell
31,593
-287
-0.9% -$43.9K 1.23% 39
2024
Q3 		$4.7M Buy
31,880
+3,688
+13% +$549K 1.18% 49
2024
Q2 		$4.41M Buy
28,192
+1,421
+5% +$227K 1.16% 47
2024
Q1 		$4.22M Buy
26,771
+2,454
+10% +$370K 1.06% 53
2023
Q4 		$3.63M Buy
24,317
+2,984
+14% +$451K 1.01% 55
2023
Q3 		$3.6M Buy
21,333
+434
+2% +$70.1K 1.07% 41
2023
Q2 		$3.29M Buy
20,899
+631
+3% +$101K 0.97% 53
2023
Q1 		$3.31M Buy
20,268
+286
+1% +$47.9K 1.01% 51
2022
Q4 		$3.59M Sell
19,982
-270
-1% -$47.1K 1.13% 36
2022
Q3 		$2.91M Sell
20,252
-17,171
-46% -$2.62M 1.11% 40
2022
Q2 		$5.42M Buy
+37,423
New +$6.19M 1.76% 4

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

Altrius Capital Management's CVX Position: Q2 2026 in Review

Altrius Capital Management increased its Chevron (CVX) stake by 1.3% in Q2 2026, buying an estimated $78.7K and bringing the position to 33,885 shares worth $5.62M. The position accounts for 1.07% of the portfolio, ranked #55.

Altrius Capital Management first reported a position in CVX in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.92M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Altrius Capital Management held 33,885 shares of Chevron worth $5.62M as of Q2 2026.
  • Altrius Capital Management bought 423 Chevron shares in Q2 2026, an estimated $78.7K.
  • Chevron made up 1.07% of Altrius Capital Management's portfolio in Q2 2026, its #55 holding.
  • Altrius Capital Management first reported a position in Chevron in Q2 2022 and has held it in 17 quarters since.
  • Altrius Capital Management's Chevron position peaked at $6.92M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Altrius Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.