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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
2025
Q4 		– Sell
-800
Closed -$124K – 314
2025
Q3 		$124K Buy
800
+600
+300% +$92.9K 0.03% 298
2025
Q2 		$28.6K Buy
+200
New +$28.2K 0.01% 236

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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. 1,626 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.
  • 1,626 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.