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Challenger Wealth Management’s Chevron CVX Stock Holding History

Challenger 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 		$3.18M Buy
19,206
+381
+2% +$70.9K 2.34% 12
2026
Q1 		$3.89M Buy
18,825
+8
+0% +$1.46K 3.11% 9
2025
Q4 		$2.87M Sell
18,817
-583
-3% -$88.8K 2.19% 13
2025
Q3 		$3.01M Sell
19,400
-2,085
-10% -$323K 2.36% 12
2025
Q2 		$3.08M Buy
21,485
+894
+4% +$126K 2.13% 12
2025
Q1 		$3.44M Buy
20,591
+1,021
+5% +$160K 2.73% 9
2024
Q4 		$2.83M Buy
+19,570
New +$3M 2.44% 10

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Challenger Wealth Management increased its Chevron (CVX) stake by 2% in Q2 2026, buying an estimated $70.9K and bringing the position to 19,206 shares worth $3.18M. The position accounts for 2.34% of the portfolio, ranked #12.

Challenger Wealth Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.89M in Q1 2026. 2,003 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Challenger Wealth Management held 19,206 shares of Chevron worth $3.18M as of Q2 2026.
  • Challenger Wealth Management bought 381 Chevron shares in Q2 2026, an estimated $70.9K.
  • Chevron made up 2.34% of Challenger Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Challenger Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Challenger Wealth Management's Chevron position peaked at $3.89M in Q1 2026.
  • 2,003 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Challenger Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.