AWG
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Altus Wealth Group’s Chevron CVX Stock Holding History

Altus Wealth 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 		$1.69M Sell
10,180
-107
-1% -$19.9K 0.61% 28
2026
Q1 		$2.13M Sell
10,287
-156
-1% -$28.4K 0.87% 23
2025
Q4 		$1.59M Sell
10,443
-439
-4% -$66.9K 0.64% 30
2025
Q3 		$1.69M Buy
10,882
+113
+1% +$17.5K 0.69% 30
2025
Q2 		$1.54M Sell
10,769
-13
-0.1% -$1.83K 0.68% 31
2025
Q1 		$1.8M Buy
10,782
+29
+0.3% +$4.54K 0.84% 26
2024
Q4 		$1.56M Buy
10,753
+99
+0.9% +$15.2K 0.69% 37
2024
Q3 		$1.57M Buy
10,654
+46
+0.4% +$6.85K 0.67% 39
2024
Q2 		$1.66M Sell
10,608
-29
-0.3% -$4.62K 0.83% 31
2024
Q1 		$1.68M Sell
10,637
-200
-2% -$30.2K 0.84% 32
2023
Q4 		$1.62M Sell
10,837
-74
-0.7% -$11.2K 0.9% 26
2023
Q3 		$1.84M Hold
10,911
– – 1.17% 20
2023
Q2 		$1.72M Buy
10,911
+25
+0.2% +$4.01K 1.05% 21
2023
Q1 		$1.78M Buy
10,886
+139
+1% +$23.3K 1.2% 19
2022
Q4 		$1.93M Sell
10,747
-2,162
-17% -$377K 1.47% 15
2022
Q3 		$1.31M Hold
12,909
– – 1.3% 15
2022
Q2 		$1.31M Buy
12,909
+34
+0.3% +$5.62K 1.3% 15
2022
Q1 		$2.1M Buy
12,875
+116
+0.9% +$16.6K 1.72% 15
2021
Q4 		$1.5M Sell
12,759
-150
-1% -$17K 1.23% 15
2021
Q3 		$1.31M Sell
12,909
-108
-0.8% -$10.8K 1.3% 15
2021
Q2 		$1.36M Sell
13,017
-18
-0.1% -$1.9K 1.33% 16
2021
Q1 		$1.38M Buy
13,035
+203
+2% +$19.8K 1.37% 17
2020
Q4 		$1.08M Buy
+12,832
New +$1.04M 1.04% 18

Other funds holding CVX

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Altus Wealth Group's CVX Position: Q2 2026 in Review

Altus Wealth Group reduced its Chevron (CVX) stake by 1% in Q2 2026, selling an estimated $19.9K and leaving 10,180 shares worth $1.69M. The position accounts for 0.61% of the portfolio, ranked #28.

Altus Wealth Group first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.13M in Q1 2026. 1,817 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Altus Wealth Group held 10,180 shares of Chevron worth $1.69M as of Q2 2026.
  • Altus Wealth Group sold 107 Chevron shares in Q2 2026, an estimated $19.9K.
  • Chevron made up 0.61% of Altus Wealth Group's portfolio in Q2 2026, its #28 holding.
  • Altus Wealth Group first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Altus Wealth Group's Chevron position peaked at $2.13M in Q1 2026.
  • 1,817 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.