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C2C Wealth Management’s Chevron CVX Stock Holding History

C2C Wealth 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 		$5.9M Sell
35,616
-100
-0.3% -$18.6K 4.63% 5
2026
Q1 		$7.39M Hold
35,716
– – 6.25% 3
2025
Q4 		$5.44M Sell
35,716
-158
-0.4% -$24.1K 4.59% 7
2025
Q3 		$5.57M Sell
35,874
-1,225
-3% -$190K 4.78% 6
2025
Q2 		$5.31M Sell
37,099
-2,148
-5% -$303K 4.81% 7
2025
Q1 		$6.57M Sell
39,247
-502
-1% -$78.6K 6.17% 3
2024
Q4 		$5.76M Hold
39,749
– – 5.33% 5
2024
Q3 		$5.92M Buy
39,749
+600
+2% +$89.3K 5.51% 5
2024
Q2 		$6.12M Hold
39,149
– – 5.99% 4
2024
Q1 		$6.18M Sell
39,149
-433
-1% -$65.3K 6.13% 4
2023
Q4 		$5.93M Sell
39,582
-13,839
-26% -$2.09M 5.02% 3
2023
Q3 		$8.85M Buy
53,421
+7,015
+15% +$1.13M 1.26% 5
2023
Q2 		$7.14M Buy
46,406
+330
+0.7% +$52.9K 0.94% 6
2023
Q1 		$7.82M Buy
46,076
+355
+0.8% +$59.5K 1.26% 5
2022
Q4 		$8.19M Buy
45,721
+350
+0.8% +$61.1K 1.42% 4
2022
Q3 		$7.15M Buy
45,371
+80
+0.2% +$12.2K 1.4% 4
2022
Q2 		$6.55M Hold
45,291
– – 1.2% 5
2022
Q1 		$7.8M Sell
45,291
-139
-0.3% -$19.9K 1.33% 5
2021
Q4 		$5.33M Buy
+45,430
New +$5.16M 0.77% 9

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

C2C Wealth Management's CVX Position: Q2 2026 in Review

C2C Wealth Management reduced its Chevron (CVX) stake by 0.28% in Q2 2026, selling an estimated $18.6K and leaving 35,616 shares worth $5.9M. The position accounts for 4.63% of the portfolio, ranked #5.

C2C Wealth Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.85M in Q3 2023. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • C2C Wealth Management held 35,616 shares of Chevron worth $5.9M as of Q2 2026.
  • C2C Wealth Management sold 100 Chevron shares in Q2 2026, an estimated $18.6K.
  • Chevron made up 4.63% of C2C Wealth Management's portfolio in Q2 2026, its #5 holding.
  • C2C Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • C2C Wealth Management's Chevron position peaked at $8.85M in Q3 2023.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.