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Arta Finance Wealth Management’s Chevron CVX Stock Holding History

Arta Finance 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 		$570K Buy
3,438
+490
+17% +$91.2K 0.24% 49
2026
Q1 		$610K Buy
2,948
+610
+26% +$111K 0.3% 42
2025
Q4 		$356K Buy
+2,338
New +$356K 0.18% 58

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Arta Finance Wealth Management's CVX Position: Q2 2026 in Review

Arta Finance Wealth Management increased its Chevron (CVX) stake by 17% in Q2 2026, buying an estimated $91.2K and bringing the position to 3,438 shares worth $570K. The position accounts for 0.24% of the portfolio, ranked #49.

Arta Finance Wealth Management first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $610K in Q1 2026. 4,097 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Arta Finance Wealth Management held 3,438 shares of Chevron worth $570K as of Q2 2026.
  • Arta Finance Wealth Management bought 490 Chevron shares in Q2 2026, an estimated $91.2K.
  • Chevron made up 0.24% of Arta Finance Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Arta Finance Wealth Management first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Arta Finance Wealth Management's Chevron position peaked at $610K in Q1 2026.
  • 4,097 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Arta Finance Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.