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Centurion Wealth Management’s Chevron CVX Stock Holding History

Centurion Wealth 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 		$315K Sell
1,902
-376
-17% -$70K 0.08% 217
2026
Q1 		$471K Buy
2,278
+23
+1% +$4.19K 0.11% 176
2025
Q4 		$344K Buy
2,255
+7
+0.3% +$1.07K 0.08% 208
2025
Q3 		$349K Buy
2,248
+731
+48% +$113K 0.08% 203
2025
Q2 		$217K Buy
1,517
+30
+2% +$4.23K 0.06% 217
2025
Q1 		$215K Hold
1,487
– – 0.07% 197
2024
Q4 		$215K Sell
1,487
-1
-0.1% -$153 0.07% 197
2024
Q3 		$219K Buy
+1,488
New +$221K 0.07% 192
2024
Q1 		$289K Buy
1,830
+214
+13% +$32.3K 0.11% 135
2023
Q4 		$241K Sell
1,616
-159
-9% -$24K 0.1% 146
2023
Q3 		$299K Buy
1,775
+167
+10% +$27K 0.15% 102
2023
Q2 		$253K Sell
1,608
-73
-4% -$11.7K 0.12% 126
2023
Q1 		$274K Sell
1,681
-80
-5% -$13.4K 0.14% 112
2022
Q4 		$316K Buy
+1,761
New +$307K 0.18% 104

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 22.96% 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

Centurion Wealth Management's CVX Position: Q2 2026 in Review

Centurion Wealth Management reduced its Chevron (CVX) stake by 17% in Q2 2026, selling an estimated $70K and leaving 1,902 shares worth $315K. The position accounts for 0.08% of the portfolio, ranked #217.

Centurion Wealth Management first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $471K in Q1 2026. 2,445 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Centurion Wealth Management held 1,902 shares of Chevron worth $315K as of Q2 2026.
  • Centurion Wealth Management sold 376 Chevron shares in Q2 2026, an estimated $70K.
  • Chevron made up 0.08% of Centurion Wealth Management's portfolio in Q2 2026, its #217 holding.
  • Centurion Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • Centurion Wealth Management's Chevron position peaked at $471K in Q1 2026.
  • 2,445 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.