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Catherine Avery Investment Management’s Chevron CVX Stock Holding History

Catherine Avery Investment 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 		$5.65M Sell
34,079
-1,049
-3% -$195K 2.47% 24
2026
Q1 		$7.27M Buy
35,128
+4,131
+13% +$753K 3.25% 1
2025
Q4 		$4.72M Buy
30,997
+983
+3% +$150K 2.83% 10
2025
Q3 		$4.66M Buy
30,014
+5,101
+20% +$790K 3% 9
2025
Q2 		$3.57M Buy
24,913
+2,416
+11% +$341K 2.71% 15
2025
Q1 		$3.76M Buy
22,497
+10,480
+87% +$1.64M 3.37% 9
2024
Q4 		$3.02M Buy
+12,017
New +$1.84M 2.66% 20

Other funds holding CVX

Fisher Asset Management
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 22.94% 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

Catherine Avery Investment Management's CVX Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Chevron (CVX) stake by 3% in Q2 2026, selling an estimated $195K and leaving 34,079 shares worth $5.65M. The position accounts for 2.47% of the portfolio, ranked #24.

Catherine Avery Investment Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.27M in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Catherine Avery Investment Management held 34,079 shares of Chevron worth $5.65M as of Q2 2026.
  • Catherine Avery Investment Management sold 1,049 Chevron shares in Q2 2026, an estimated $195K.
  • Chevron made up 2.47% of Catherine Avery Investment Management's portfolio in Q2 2026, its #24 holding.
  • Catherine Avery Investment Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's Chevron position peaked at $7.27M in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.