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Cahaba Wealth Management’s Chevron CVX Stock Holding History

Cahaba 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 		$344K Sell
2,075
-249
-11% -$46.3K 0.02% 120
2026
Q1 		$481K Buy
2,324
+359
+18% +$65.5K 0.03% 101
2025
Q4 		$299K Buy
1,965
+11
+0.6% +$1.68K 0.02% 115
2025
Q3 		$303K Buy
+1,954
New +$303K 0.02% 118
2025
Q2 		– Sell
-1,210
Closed -$202K – 156
2025
Q1 		$202K Buy
+1,210
New +$189K 0.02% 141
2024
Q2 		– Sell
-1,286
Closed -$203K – 151
2024
Q1 		$203K Buy
+1,286
New +$194K 0.02% 146
2023
Q4 		– Sell
-1,364
Closed -$230K – 143
2023
Q3 		$230K Sell
1,364
-48
-3% -$7.75K 0.03% 130
2023
Q2 		$222K Buy
1,412
+58
+4% +$9.3K 0.02% 136
2023
Q1 		$221K Buy
1,354
+26
+2% +$4.36K 0.03% 135
2022
Q4 		$238K Buy
+1,328
New +$232K 0.03% 127
2019
Q4 		– Sell
-1,942
Closed -$230K – 81
2019
Q3 		$230K Sell
1,942
-671
-26% -$81.5K 0.05% 68
2019
Q2 		$325K Sell
2,613
-389
-13% -$47K 0.08% 62
2019
Q1 		$369K Sell
3,002
-89
-3% -$10.5K 0.1% 57
2018
Q4 		$336K Sell
3,091
-728
-19% -$84.3K 0.1% 58
2018
Q3 		$475K Buy
3,819
+366
+11% +$44.4K 0.16% 46
2018
Q2 		$422K Buy
+3,453
New +$429K 0.15% 49

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

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

Cahaba Wealth Management reduced its Chevron (CVX) stake by 11% in Q2 2026, selling an estimated $46.3K and leaving 2,075 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #120.

Cahaba Wealth Management first reported a position in CVX in Q2 2018 and has held it in 16 quarters since. The position peaked at $481K in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cahaba Wealth Management held 2,075 shares of Chevron worth $344K as of Q2 2026.
  • Cahaba Wealth Management sold 249 Chevron shares in Q2 2026, an estimated $46.3K.
  • Chevron made up 0.02% of Cahaba Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Cahaba Wealth Management first reported a position in Chevron in Q2 2018 and has held it in 16 quarters since.
  • Cahaba Wealth Management's Chevron position peaked at $481K in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.