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Atomi Financial Group’s Chevron CVX Stock Holding History

Atomi Financial Group’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 		$7.55M Buy
45,520
+524
+1% +$97.5K 0.2% 99
2026
Q1 		$9.31M Buy
44,996
+3,087
+7% +$563K 0.29% 69
2025
Q4 		$6.39M Buy
41,909
+3,267
+8% +$498K 0.19% 94
2025
Q3 		$6M Buy
38,642
+4,685
+14% +$726K 0.19% 94
2025
Q2 		$4.86M Sell
33,957
-2,631
-7% -$371K 0.18% 93
2025
Q1 		$6.12M Buy
36,588
+4,249
+13% +$665K 0.28% 73
2024
Q4 		$4.68M Buy
32,339
+2,536
+9% +$388K 0.24% 83
2024
Q3 		$4.39M Sell
29,803
-1,350
-4% -$201K 0.27% 73
2024
Q2 		$4.87M Buy
31,153
+3,356
+12% +$535K 0.36% 55
2024
Q1 		$4.38M Buy
27,797
+4,599
+20% +$694K 0.4% 48
2023
Q4 		$3.46M Buy
23,198
+8,327
+56% +$1.26M 0.48% 37
2023
Q3 		$2.51M Sell
14,871
-1
-0% -$162 0.84% 22
2023
Q2 		$2.34M Buy
14,872
+350
+2% +$56.1K 1.07% 13
2023
Q1 		$2.37M Buy
+14,522
New +$2.43M 1.32% 12

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Atomi Financial Group's CVX Position: Q2 2026 in Review

Atomi Financial Group increased its Chevron (CVX) stake by 1.2% in Q2 2026, buying an estimated $97.5K and bringing the position to 45,520 shares worth $7.55M. The position accounts for 0.2% of the portfolio, ranked #99.

Atomi Financial Group first reported a position in CVX in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.31M in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Atomi Financial Group held 45,520 shares of Chevron worth $7.55M as of Q2 2026.
  • Atomi Financial Group bought 524 Chevron shares in Q2 2026, an estimated $97.5K.
  • Chevron made up 0.2% of Atomi Financial Group's portfolio in Q2 2026, its #99 holding.
  • Atomi Financial Group first reported a position in Chevron in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's Chevron position peaked at $9.31M in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.