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Capital Management Associates Inc’s Chevron CVX Stock Holding History

Capital Management Associates Inc’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 		$333K Sell
2,008
-196
-9% -$36.5K 0.07% 129
2026
Q1 		$456K Buy
2,204
+363
+20% +$66.2K 0.1% 100
2025
Q4 		$281K Buy
+1,841
New +$280K 0.06% 130
2025
Q2 		– Sell
-1,222
Closed -$204K – 123
2025
Q1 		$204K Buy
+1,222
New +$191K 0.05% 124

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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

Capital Management Associates Inc's CVX Position: Q2 2026 in Review

Capital Management Associates Inc reduced its Chevron (CVX) stake by 8.9% in Q2 2026, selling an estimated $36.5K and leaving 2,008 shares worth $333K. The position accounts for 0.07% of the portfolio, ranked #129.

Capital Management Associates Inc first reported a position in CVX in Q1 2025 and has held it in 4 quarters since. The position peaked at $456K in Q1 2026. 2,445 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Capital Management Associates Inc held 2,008 shares of Chevron worth $333K as of Q2 2026.
  • Capital Management Associates Inc sold 196 Chevron shares in Q2 2026, an estimated $36.5K.
  • Chevron made up 0.07% of Capital Management Associates Inc's portfolio in Q2 2026, its #129 holding.
  • Capital Management Associates Inc first reported a position in Chevron in Q1 2025 and has held it in 4 quarters since.
  • Capital Management Associates Inc's Chevron position peaked at $456K in Q1 2026.
  • 2,445 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.