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Belleair Asset Management’s Chevron CVX Stock Holding History

Belleair Asset 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 		$565K Hold
3,411
– – 0.48% 42
2026
Q1 		$706K Hold
3,411
– – 0.64% 38
2025
Q4 		$520K Buy
+3,411
New +$520K 0.5% 42

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Belleair Asset Management's CVX Position: Q2 2026 in Review

Belleair Asset Management held its Chevron (CVX) position steady in Q2 2026 at 3,411 shares worth $565K. The position accounts for 0.48% of the portfolio, ranked #42.

Belleair Asset Management first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $706K in Q1 2026. 2,572 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Belleair Asset Management held 3,411 shares of Chevron worth $565K as of Q2 2026.
  • Belleair Asset Management left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.48% of Belleair Asset Management's portfolio in Q2 2026, its #42 holding.
  • Belleair Asset Management first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Belleair Asset Management's Chevron position peaked at $706K in Q1 2026.
  • 2,572 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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