Ameliora Wealth Management’s Chevron CVX Stock Holding History

Ameliora Wealth 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	$485K	Hold	2,923	–	–	0.14%	72
2026 Q1	$605K	Buy	2,923 +749	+34%	+$137K	0.19%	61
2025 Q4	$331K	Hold	2,174	–	–	0.1%	86
2025 Q3	$338K	Buy	2,174 +124	+6%	+$19.2K	0.11%	84
2025 Q2	$294K	Hold	2,050	–	–	0.11%	86
2025 Q1	$343K	Sell	2,050 -1,728	-46%	-$271K	0.13%	75
2024 Q4	$547K	Hold	3,778	–	–	0.21%	60
2024 Q3	$556K	Sell	3,778 -433	-10%	-$64.5K	0.23%	54
2024 Q2	$659K	Sell	4,211 -328	-7%	-$52.3K	0.3%	48
2024 Q1	$716K	Sell	4,539 -17	-0.4%	-$2.56K	0.32%	50
2023 Q4	$680K	Buy	4,556 +761	+20%	+$115K	0.34%	49
2023 Q3	$640K	Buy	3,795 +188	+5%	+$30.4K	0.38%	43
2023 Q2	$568K	Buy	3,607 +363	+11%	+$58.2K	0.35%	46
2023 Q1	$529K	Buy	3,244 +268	+9%	+$44.9K	0.31%	60
2022 Q4	$534K	Hold	2,976	–	–	0.29%	46
2022 Q3	$469K	Buy	+2,976	New	+$454K	0.25%	52

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Ameliora Wealth Management's CVX Position: Q2 2026 in Review

Ameliora Wealth Management held its Chevron (CVX) position steady in Q2 2026 at 2,923 shares worth $485K. The position accounts for 0.14% of the portfolio, ranked #72.

Ameliora Wealth Management first reported a position in CVX in Q3 2022 and has held it in 16 quarters since. The position peaked at $716K in Q1 2024. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Ameliora Wealth Management held 2,923 shares of Chevron worth $485K as of Q2 2026.
Ameliora Wealth Management left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.14% of Ameliora Wealth Management's portfolio in Q2 2026, its #72 holding.
Ameliora Wealth Management first reported a position in Chevron in Q3 2022 and has held it in 16 quarters since.
Ameliora Wealth Management's Chevron position peaked at $716K in Q1 2024.
2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.