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Atticus Wealth Management’s Chevron CVX Stock Holding History

Atticus 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 		$796K Sell
4,799
-9
-0.2% -$1.68K 0.19% 78
2026
Q1 		$995K Buy
4,808
+49
+1% +$8.94K 0.27% 59
2025
Q4 		$725K Buy
4,759
+195
+4% +$29.7K 0.18% 86
2025
Q3 		$709K Buy
4,564
+136
+3% +$21.1K 0.18% 79
2025
Q2 		$634K Buy
4,428
+56
+1% +$7.89K 0.17% 76
2025
Q1 		$731K Hold
4,372
– – 0.24% 59
2024
Q4 		$633K Hold
4,372
– – 0.2% 63
2024
Q3 		$644K Sell
4,372
-10
-0.2% -$1.49K 0.21% 60
2024
Q2 		$685K Sell
4,382
-15
-0.3% -$2.39K 0.22% 51
2024
Q1 		$694K Buy
4,397
+250
+6% +$37.7K 0.23% 55
2023
Q4 		$619K Sell
4,147
-46
-1% -$6.96K 0.22% 58
2023
Q3 		$707K Buy
4,193
+148
+4% +$23.9K 0.27% 53
2023
Q2 		$637K Sell
4,045
-106
-3% -$17K 0.23% 59
2023
Q1 		$677K Buy
4,151
+122
+3% +$20.5K 0.26% 59
2022
Q4 		$723K Buy
4,029
+274
+7% +$47.8K 0.3% 60
2022
Q3 		$544K Hold
3,755
– – 0.26% 56
2022
Q2 		$544K Sell
3,755
-4
-0.1% -$661 0.23% 68
2022
Q1 		$612K Buy
3,759
+4
+0.1% +$574 0.22% 69
2021
Q4 		$441K Hold
3,755
– – 0.17% 81
2021
Q3 		$381K Hold
3,755
– – 0.17% 74
2021
Q2 		$393K Hold
3,755
– – 0.17% 78
2021
Q1 		$393K Hold
3,755
– – 0.19% 74
2020
Q4 		$317K Hold
3,755
– – 0.16% 78
2020
Q3 		$270K Sell
3,755
-157
-4% -$13.2K 0.16% 72
2020
Q2 		$349K Buy
3,912
+32
+0.8% +$2.87K 0.23% 66
2020
Q1 		$281K Sell
3,880
-1,261
-25% -$125K 0.23% 65
2019
Q4 		$620K Buy
+5,141
New +$606K 0.4% 45

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

Atticus Wealth Management reduced its Chevron (CVX) stake by 0.19% in Q2 2026, selling an estimated $1.68K and leaving 4,799 shares worth $796K. The position accounts for 0.19% of the portfolio, ranked #78.

Atticus Wealth Management first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $995K in Q1 2026. 1,719 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Atticus Wealth Management held 4,799 shares of Chevron worth $796K as of Q2 2026.
  • Atticus Wealth Management sold 9 Chevron shares in Q2 2026, an estimated $1.68K.
  • Chevron made up 0.19% of Atticus Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Atticus Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Atticus Wealth Management's Chevron position peaked at $995K in Q1 2026.
  • 1,719 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.