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Avestar Capital’s Chevron CVX Stock Holding History

Avestar Capital’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
2025
Q1 		– Sell
-800
Closed -$116K – 499
2024
Q4 		$116K Sell
800
-2,000
-71% -$306K 0.01% 499
2024
Q3 		$412K Buy
+2,800
New +$417K 0.04% 287
2024
Q1 		– Sell
-1,300
Closed -$194K – 467
2023
Q4 		$194K Buy
+1,300
New +$197K 0.02% 366
2021
Q4 		– Sell
-14,000
Closed -$1.42M – 448
2021
Q3 		$1.42M Buy
+14,000
New +$1.4M 0.18% 136

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

Avestar Capital's CVX Position: Q2 2026 in Review

Avestar Capital reduced its Chevron (CVX) stake by 3.5% in Q2 2026, selling an estimated $85.8K and leaving 12,861 shares worth $2.13M. The position accounts for 0.12% of the portfolio, ranked #134.

Avestar Capital first reported a position in CVX in Q4 2017 and has held it in 31 quarters since. The position peaked at $2.76M in Q1 2026. 2,044 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Avestar Capital held 12,861 shares of Chevron worth $2.13M as of Q2 2026.
  • Avestar Capital sold 461 Chevron shares in Q2 2026, an estimated $85.8K.
  • Chevron made up 0.12% of Avestar Capital's portfolio in Q2 2026, its #134 holding.
  • Avestar Capital first reported a position in Chevron in Q4 2017 and has held it in 31 quarters since.
  • Avestar Capital's Chevron position peaked at $2.76M in Q1 2026.
  • 2,044 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.