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
2020 Q2	–	Sell	-2,000	Closed	-$144K	–	193
2020 Q1	$144K	Buy	+2,000	New	+$198K	0.08%	150

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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. 2,548 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.
2,548 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.