AWM
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Athena Wealth Management’s Chevron CVX Stock Holding History

Athena 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 		$749K Sell
4,517
-451
-9% -$83.9K 0.56% 49
2026
Q1 		$1.03M Buy
4,968
+60
+1% +$10.9K 0.84% 34
2025
Q4 		$748K Buy
+4,908
New +$748K 0.73% 28

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Athena Wealth Management reduced its Chevron (CVX) stake by 9.1% in Q2 2026, selling an estimated $83.9K and leaving 4,517 shares worth $749K. The position accounts for 0.56% of the portfolio, ranked #49.

Athena Wealth Management first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q1 2026. 1,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Athena Wealth Management held 4,517 shares of Chevron worth $749K as of Q2 2026.
  • Athena Wealth Management sold 451 Chevron shares in Q2 2026, an estimated $83.9K.
  • Chevron made up 0.56% of Athena Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Athena Wealth Management first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Athena Wealth Management's Chevron position peaked at $1.03M in Q1 2026.
  • 1,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.