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Catalyst Capital Advisors’s Chevron CVX Stock Holding History

Catalyst 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
2016
Q4 		– Sell
-60
Closed -$67K – 426
2016
Q3 		$67K Buy
+60
New +$6.13K 0.01% 306

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Catalyst Capital Advisors reduced its Chevron (CVX) stake by 0.03% in Q2 2026, selling an estimated $1.3K and leaving 21,468 shares worth $3.56M. The position accounts for 0.06% of the portfolio, ranked #83.

Catalyst Capital Advisors first reported a position in CVX in Q2 2013 and has held it in 39 quarters since. The position peaked at $4.44M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Catalyst Capital Advisors held 21,468 shares of Chevron worth $3.56M as of Q2 2026.
  • Catalyst Capital Advisors sold 7 Chevron shares in Q2 2026, an estimated $1.3K.
  • Chevron made up 0.06% of Catalyst Capital Advisors's portfolio in Q2 2026, its #83 holding.
  • Catalyst Capital Advisors first reported a position in Chevron in Q2 2013 and has held it in 39 quarters since.
  • Catalyst Capital Advisors's Chevron position peaked at $4.44M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Catalyst Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.