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Avantra Family Wealth’s Chevron CVX Stock Holding History

Avantra Family Wealth’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 		$910K Buy
5,488
+2,232
+69% +$415K 0.58% 48
2026
Q1 		$674K Buy
+3,256
New +$594K 0.5% 59
2025
Q4 		– Sell
-1,306
Closed -$203K – 159
2025
Q3 		$203K Buy
+1,306
New +$202K 0.15% 159

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Avantra Family Wealth's CVX Position: Q2 2026 in Review

Avantra Family Wealth increased its Chevron (CVX) stake by 69% in Q2 2026, buying an estimated $415K and bringing the position to 5,488 shares worth $910K. The position accounts for 0.58% of the portfolio, ranked #48.

Avantra Family Wealth first reported a position in CVX in Q3 2025 and has held it in 3 quarters since. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Avantra Family Wealth held 5,488 shares of Chevron worth $910K as of Q2 2026.
  • Avantra Family Wealth bought 2,232 Chevron shares in Q2 2026, an estimated $415K.
  • Chevron made up 0.58% of Avantra Family Wealth's portfolio in Q2 2026, its #48 holding.
  • Avantra Family Wealth first reported a position in Chevron in Q3 2025 and has held it in 3 quarters since.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.