Argonautica Private Wealth Management’s Chevron CVX Stock Holding History

Argonautica Private 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	$2.07M	Sell	12,480 -191	-2%	-$35.5K	0.51%	53
2026 Q1	$2.62M	Sell	12,671 -482	-4%	-$87.9K	0.79%	41
2025 Q4	$2M	Sell	13,153 -466	-3%	-$71K	0.59%	51
2025 Q3	$2.11M	Sell	13,619 -172	-1%	-$26.6K	0.62%	48
2025 Q2	$1.97M	Sell	13,791 -676	-5%	-$95.3K	0.63%	48
2025 Q1	$2.42M	Buy	14,467 +105	+0.7%	+$16.4K	0.83%	44
2024 Q4	$2.08M	Sell	14,362 -80	-0.6%	-$12.2K	0.67%	46
2024 Q3	$2.13M	Buy	14,442 +118	+0.8%	+$17.6K	0.71%	45
2024 Q2	$2.24M	Sell	14,324 -34	-0.2%	-$5.42K	0.77%	42
2024 Q1	$2.26M	Buy	14,358 +467	+3%	+$70.5K	0.81%	39
2023 Q4	$2.07M	Buy	13,891 +46	+0.3%	+$6.96K	0.85%	39
2023 Q3	$2.33M	Buy	13,845 +19	+0.1%	+$3.07K	1.05%	30
2023 Q2	$2.18M	Buy	13,826 +44	+0.3%	+$7.05K	0.98%	29
2023 Q1	$2.25M	Sell	13,782 -1,980	-13%	-$332K	1.13%	29
2022 Q4	$2.83M	Buy	+15,762	New	+$2.75M	1.45%	26

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

Argonautica Private Wealth Management's CVX Position: Q2 2026 in Review

Argonautica Private Wealth Management reduced its Chevron (CVX) stake by 1.5% in Q2 2026, selling an estimated $35.5K and leaving 12,480 shares worth $2.07M. The position accounts for 0.51% of the portfolio, ranked #53.

Argonautica Private Wealth Management first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.83M in Q4 2022. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Argonautica Private Wealth Management held 12,480 shares of Chevron worth $2.07M as of Q2 2026.
Argonautica Private Wealth Management sold 191 Chevron shares in Q2 2026, an estimated $35.5K.
Chevron made up 0.51% of Argonautica Private Wealth Management's portfolio in Q2 2026, its #53 holding.
Argonautica Private Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
Argonautica Private Wealth Management's Chevron position peaked at $2.83M in Q4 2022.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.