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Ceera Investments’s Chevron CVX Stock Holding History

Ceera Investments’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 		$1.02M Sell
6,180
-15
-0.2% -$2.79K 0.43% 58
2026
Q1 		$1.28M Buy
6,195
+228
+4% +$41.6K 0.56% 43
2025
Q4 		$909K Sell
5,967
-1,236
-17% -$188K 0.35% 53
2025
Q3 		$1.12M Buy
7,203
+231
+3% +$35.8K 0.35% 58
2025
Q2 		$998K Buy
+6,972
New +$983K 0.31% 64
2022
Q2 		– Sell
-1,355
Closed -$221K – 70
2022
Q1 		$221K Buy
+1,355
New +$194K 0.11% 69

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Ceera Investments's CVX Position: Q2 2026 in Review

Ceera Investments reduced its Chevron (CVX) stake by 0.24% in Q2 2026, selling an estimated $2.79K and leaving 6,180 shares worth $1.02M. The position accounts for 0.43% of the portfolio, ranked #58.

Ceera Investments first reported a position in CVX in Q1 2022 and has held it in 6 quarters since. The position peaked at $1.28M in Q1 2026. 2,617 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Ceera Investments held 6,180 shares of Chevron worth $1.02M as of Q2 2026.
  • Ceera Investments sold 15 Chevron shares in Q2 2026, an estimated $2.79K.
  • Chevron made up 0.43% of Ceera Investments's portfolio in Q2 2026, its #58 holding.
  • Ceera Investments first reported a position in Chevron in Q1 2022 and has held it in 6 quarters since.
  • Ceera Investments's Chevron position peaked at $1.28M in Q1 2026.
  • 2,617 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.