Carrera Capital Advisors’s Chevron CVX Stock Holding History

Carrera Capital Advisors’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	$3.82M	Buy	23,044 +334	+1%	+$62.2K	0.57%	36
2026 Q1	$4.7M	Buy	22,710 +17,701	+353%	+$3.23M	0.72%	28
2025 Q4	$763K	Buy	5,009 +367	+8%	+$55.9K	0.13%	85
2025 Q3	$721K	Buy	4,642 +226	+5%	+$35K	0.13%	76
2025 Q2	$632K	Sell	4,416 -652	-13%	-$91.9K	0.13%	80
2025 Q1	$848K	Buy	5,068 +2,535	+100%	+$397K	0.19%	87
2024 Q4	$367K	Buy	2,533 +851	+51%	+$130K	0.09%	108
2024 Q3	$248K	Buy	1,682 +20	+1%	+$2.98K	0.06%	101
2024 Q2	$260K	Buy	+1,662	New	+$265K	0.09%	76

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Carrera Capital Advisors's CVX Position: Q2 2026 in Review

Carrera Capital Advisors increased its Chevron (CVX) stake by 1.5% in Q2 2026, buying an estimated $62.2K and bringing the position to 23,044 shares worth $3.82M. The position accounts for 0.57% of the portfolio, ranked #36.

Carrera Capital Advisors first reported a position in CVX in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.7M in Q1 2026. 2,569 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Carrera Capital Advisors held 23,044 shares of Chevron worth $3.82M as of Q2 2026.
Carrera Capital Advisors bought 334 Chevron shares in Q2 2026, an estimated $62.2K.
Chevron made up 0.57% of Carrera Capital Advisors's portfolio in Q2 2026, its #36 holding.
Carrera Capital Advisors first reported a position in Chevron in Q2 2024 and has held it in 9 quarters since.
Carrera Capital Advisors's Chevron position peaked at $4.7M in Q1 2026.
2,569 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.