Arista Wealth Management’s Chevron CVX Stock Holding History

Arista 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	$1.62M	Buy	9,775 +113	+1%	+$21K	0.17%	70
2026 Q1	$2M	Buy	9,662 +93	+1%	+$17K	0.24%	56
2025 Q4	$1.46M	Sell	9,569 -330	-3%	-$50.3K	0.18%	71
2025 Q3	$1.54M	Buy	9,899 +551	+6%	+$85.3K	0.19%	69
2025 Q2	$1.34M	Buy	9,348 +7,956	+572%	+$1.12M	0.19%	74
2025 Q1	$233K	Sell	1,392 -45	-3%	-$7.04K	0.06%	62
2024 Q4	$208K	Buy	1,437 +11	+0.8%	+$1.68K	0.05%	67
2024 Q3	$210K	Buy	1,426 +13	+0.9%	+$1.94K	0.05%	67
2024 Q2	$221K	Buy	+1,413	New	+$225K	0.06%	58
2023 Q3	–	Sell	-1,278	Closed	-$201K	–	53
2023 Q2	$201K	Buy	1,278 +1	+0.1%	+$160	0.08%	58
2023 Q1	$208K	Buy	1,277 +17	+1%	+$2.85K	0.11%	58
2022 Q4	$226K	Buy	+1,260	New	+$220K	0.14%	59

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

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

Arista Wealth Management increased its Chevron (CVX) stake by 1.2% in Q2 2026, buying an estimated $21K and bringing the position to 9,775 shares worth $1.62M. The position accounts for 0.17% of the portfolio, ranked #70.

Arista Wealth Management first reported a position in CVX in Q4 2022 and has held it in 12 quarters since. The position peaked at $2M in Q1 2026. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Arista Wealth Management held 9,775 shares of Chevron worth $1.62M as of Q2 2026.
Arista Wealth Management bought 113 Chevron shares in Q2 2026, an estimated $21K.
Chevron made up 0.17% of Arista Wealth Management's portfolio in Q2 2026, its #70 holding.
Arista Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 12 quarters since.
Arista Wealth Management's Chevron position peaked at $2M in Q1 2026.
2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.