CPA
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Cathy Pareto & Associates’s Chevron CVX Stock Holding History

Cathy Pareto & Associates’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 		– Sell
-1,190
Closed -$247K – 103
2026
Q1 		$247K Buy
+1,190
New +$217K 0.17% 89

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cathy Pareto & Associates's CVX Position: Q2 2026 in Review

Cathy Pareto & Associates sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,190 shares — an estimated $247K sold.

Cathy Pareto & Associates first reported a position in CVX in Q1 2026 and held it in 1 quarter. The position peaked at $247K in Q1 2026. 1,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cathy Pareto & Associates reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Cathy Pareto & Associates sold 1,190 Chevron shares in Q2 2026, an estimated $247K.
  • Cathy Pareto & Associates first reported a position in Chevron in Q1 2026 and held it in 1 quarter.
  • Cathy Pareto & Associates's Chevron position peaked at $247K in Q1 2026.
  • 1,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.