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Banque Transatlantique’s Chevron CVX Stock Holding History

Banque Transatlantique’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 		$1.38M Buy
8,466
+5,600
+195% +$1.04M 0.03% 139
2026
Q1 		$590K Buy
2,866
+1,296
+83% +$236K 0.01% 178
2025
Q4 		$239K Sell
1,570
-1,687
-52% -$257K 0.01% 115
2025
Q3 		$505K Buy
3,257
+1,537
+89% +$238K 0.01% 93
2025
Q2 		$248K Hold
1,720
– – 0.01% 105
2025
Q1 		$288K Hold
1,720
– – 0.01% 106
2024
Q4 		$248K Buy
+1,720
New +$263K 0.01% 113

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

Banque Transatlantique's CVX Position: Q2 2026 in Review

Banque Transatlantique increased its Chevron (CVX) stake by 195% in Q2 2026, buying an estimated $1.04M and bringing the position to 8,466 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #139.

Banque Transatlantique first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. 2,482 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Banque Transatlantique held 8,466 shares of Chevron worth $1.38M as of Q2 2026.
  • Banque Transatlantique bought 5,600 Chevron shares in Q2 2026, an estimated $1.04M.
  • Chevron made up 0.03% of Banque Transatlantique's portfolio in Q2 2026, its #139 holding.
  • Banque Transatlantique first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Banque Transatlantique's 13F filing for Q2 2026, filed 30 Jul 2026.