C
CVX icon

Certuity’s Chevron CVX Stock Holding History

Certuity’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 		$3.66M Sell
22,058
-691
-3% -$129K 0.18% 72
2026
Q1 		$4.71M Buy
22,749
+669
+3% +$122K 0.31% 54
2025
Q4 		$3.37M Sell
22,080
-1,307
-6% -$199K 0.21% 73
2025
Q3 		$3.63M Buy
23,387
+7,512
+47% +$1.16M 0.25% 65
2025
Q2 		$2.27M Sell
15,875
-3,549
-18% -$500K 0.21% 75
2025
Q1 		$3.25M Sell
19,424
-1,616
-8% -$253K 0.34% 57
2024
Q4 		$3.05M Sell
21,040
-60
-0.3% -$9.18K 0.33% 56
2024
Q3 		$3.11M Sell
21,100
-99,224
-82% -$14.8M 0.34% 60
2024
Q2 		$18.8M Buy
120,324
+221
+0.2% +$35.2K 1.5% 17
2024
Q1 		$18.9M Buy
120,103
+900
+0.8% +$136K 1.66% 16
2023
Q4 		$17.8M Buy
119,203
+13,116
+12% +$1.98M 1.8% 13
2023
Q3 		$17.9M Buy
106,087
+1,201
+1% +$194K 2.11% 12
2023
Q2 		$16.5M Buy
104,886
+1,565
+2% +$251K 1.88% 16
2023
Q1 		$16.9M Buy
103,321
+269
+0.3% +$45.1K 2.49% 11
2022
Q4 		$18.5M Sell
103,052
-75
-0.1% -$13.1K 2.93% 9
2022
Q3 		$14.8M Sell
103,127
-673
-0.6% -$103K 3.44% 5
2022
Q2 		$15M Buy
103,800
+92,513
+820% +$15.3M 3.92% 5
2022
Q1 		$1.84M Sell
11,287
-6,252
-36% -$897K 0.4% 44
2021
Q4 		$2.06M Sell
17,539
-10,944
-38% -$1.24M 0.44% 41
2021
Q3 		$2.89M Buy
28,483
+8,051
+39% +$803K 0.58% 29
2021
Q2 		$2.14M Sell
20,432
-142
-0.7% -$15K 0.49% 39
2021
Q1 		$2.16M Buy
20,574
+2,589
+14% +$253K 0.58% 32
2020
Q4 		$1.52M Buy
17,985
+2,255
+14% +$183K 0.49% 39
2020
Q3 		$1.13M Buy
15,730
+1,857
+13% +$156K 0.45% 41
2020
Q2 		$1.24M Buy
13,873
+3,696
+36% +$331K 0.58% 34
2020
Q1 		$737K Buy
10,177
+4,810
+90% +$475K 0.41% 46
2019
Q4 		$647K Buy
+5,367
New +$632K 0.31% 60

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
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

Certuity's CVX Position: Q2 2026 in Review

Certuity reduced its Chevron (CVX) stake by 3% in Q2 2026, selling an estimated $129K and leaving 22,058 shares worth $3.66M. The position accounts for 0.18% of the portfolio, ranked #72.

Certuity first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $18.9M in Q1 2024. 2,516 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Certuity held 22,058 shares of Chevron worth $3.66M as of Q2 2026.
  • Certuity sold 691 Chevron shares in Q2 2026, an estimated $129K.
  • Chevron made up 0.18% of Certuity's portfolio in Q2 2026, its #72 holding.
  • Certuity first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Certuity's Chevron position peaked at $18.9M in Q1 2024.
  • 2,516 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.