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Apella Capital’s Chevron CVX Stock Holding History

Apella Capital’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 		$3.92M Buy
22,527
+233
+1% +$43.4K 0.06% 189
2026
Q1 		$4.1M Buy
22,294
+5,055
+29% +$922K 0.06% 181
2025
Q4 		$2.63M Buy
17,239
+1,014
+6% +$154K 0.05% 179
2025
Q3 		$2.46M Buy
16,225
+1,545
+11% +$239K 0.05% 169
2025
Q2 		$2.16M Buy
14,680
+4,203
+40% +$593K 0.06% 161
2025
Q1 		$1.53M Buy
10,477
+1,859
+22% +$291K 0.05% 155
2024
Q4 		$1.25M Buy
8,618
+51
+0.6% +$7.81K 0.05% 148
2024
Q3 		$1.29M Buy
8,567
+532
+7% +$79.2K 0.05% 134
2024
Q2 		$1.23M Buy
8,035
+489
+6% +$78K 0.06% 137
2024
Q1 		$1.22M Buy
7,546
+136
+2% +$20.5K 0.06% 130
2023
Q4 		$1.12M Sell
7,410
-48
-0.6% -$7.26K 0.06% 128
2023
Q3 		$1.26M Sell
7,458
-229
-3% -$37K 0.09% 101
2023
Q2 		$1.21M Buy
+7,687
New +$1.23M 0.09% 103
2022
Q4 		$1.42M Buy
7,908
+1,192
+18% +$208K 0.13% 85
2022
Q3 		$965K Sell
6,716
-1,247
-16% -$190K 0.11% 100
2022
Q2 		$1.15M Buy
7,963
+1,021
+15% +$169K 0.14% 94
2022
Q1 		$1.13M Buy
6,942
+3,628
+109% +$520K 0.16% 83
2021
Q4 		$389K Buy
3,314
+680
+26% +$77.2K 0.05% 143
2021
Q3 		$267K Sell
2,634
-200
-7% -$19.9K 0.04% 172
2021
Q2 		$297K Buy
2,834
+63
+2% +$6.65K 0.05% 172
2021
Q1 		$290K Hold
2,771
– – 0.09% 112
2020
Q4 		$234K Sell
2,771
-440
-14% -$35.6K 0.08% 119
2020
Q3 		$231K Buy
3,211
+281
+10% +$23.6K 0.09% 112
2020
Q2 		$261K Hold
2,930
– – 0.12% 105
2020
Q1 		$212K Buy
+2,930
New +$290K 0.12% 100

Other funds holding CVX

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

Apella Capital's CVX Position: Q2 2026 in Review

Apella Capital increased its Chevron (CVX) stake by 1% in Q2 2026, buying an estimated $43.4K and bringing the position to 22,527 shares worth $3.92M. The position accounts for 0.06% of the portfolio, ranked #189.

Apella Capital first reported a position in CVX in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.1M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Apella Capital held 22,527 shares of Chevron worth $3.92M as of Q2 2026.
  • Apella Capital bought 233 Chevron shares in Q2 2026, an estimated $43.4K.
  • Chevron made up 0.06% of Apella Capital's portfolio in Q2 2026, its #189 holding.
  • Apella Capital first reported a position in Chevron in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's Chevron position peaked at $4.1M in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.