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Aventura Private Wealth’s Chevron CVX Stock Holding History

Aventura Private 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 		$408K Buy
2,461
+218
+10% +$40.6K 0.13% 110
2026
Q1 		$464K Buy
2,243
+120
+6% +$21.9K 0.17% 99
2025
Q4 		$324K Sell
2,123
-19
-0.9% -$2.89K 0.12% 122
2025
Q3 		$333K Sell
2,142
-217
-9% -$33.6K 0.12% 122
2025
Q2 		$338K Sell
2,359
-63
-3% -$8.88K 0.15% 111
2025
Q1 		$405K Buy
2,422
+38
+2% +$5.95K 0.21% 90
2024
Q4 		$345K Buy
+2,384
New +$365K 0.19% 93

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 22.96% 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

Aventura Private Wealth's CVX Position: Q2 2026 in Review

Aventura Private Wealth increased its Chevron (CVX) stake by 9.7% in Q2 2026, buying an estimated $40.6K and bringing the position to 2,461 shares worth $408K. The position accounts for 0.13% of the portfolio, ranked #110.

Aventura Private Wealth first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $464K in Q1 2026. 2,445 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Aventura Private Wealth held 2,461 shares of Chevron worth $408K as of Q2 2026.
  • Aventura Private Wealth bought 218 Chevron shares in Q2 2026, an estimated $40.6K.
  • Chevron made up 0.13% of Aventura Private Wealth's portfolio in Q2 2026, its #110 holding.
  • Aventura Private Wealth first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Chevron position peaked at $464K in Q1 2026.
  • 2,445 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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