Cary Street Partners’s Chevron CVX Stock Holding History

Cary Street Partners’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	$13.9M	Buy	83,566 +887	+1%	+$165K	0.3%	77
2026 Q1	$17.1M	Sell	82,679 -1,145	-1%	-$209K	0.42%	55
2025 Q4	$12.8M	Buy	83,824 +6,444	+8%	+$981K	0.32%	76
2025 Q3	$12M	Buy	77,380 +454	+0.6%	+$70.3K	0.31%	79
2025 Q2	$11M	Sell	76,926 -8,602	-10%	-$1.21M	0.31%	80
2025 Q1	$14.3M	Buy	85,528 +21,856	+34%	+$3.42M	0.45%	56
2024 Q4	$9.22M	Buy	+63,672	New	+$9.75M	0.3%	88

Other funds holding CVX

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Cary Street Partners's CVX Position: Q2 2026 in Review

Cary Street Partners increased its Chevron (CVX) stake by 1.1% in Q2 2026, buying an estimated $165K and bringing the position to 83,566 shares worth $13.9M. The position accounts for 0.3% of the portfolio, ranked #77.

Cary Street Partners first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.1M in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Cary Street Partners held 83,566 shares of Chevron worth $13.9M as of Q2 2026.
Cary Street Partners bought 887 Chevron shares in Q2 2026, an estimated $165K.
Chevron made up 0.3% of Cary Street Partners's portfolio in Q2 2026, its #77 holding.
Cary Street Partners first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's Chevron position peaked at $17.1M in Q1 2026.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.