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Charter Capital Management’s Chevron CVX Stock Holding History

Charter Capital 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 		$351K Buy
2,118
+74
+4% +$13.8K 0.16% 52
2026
Q1 		$423K Buy
+2,044
New +$373K 0.21% 46

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 22.94% 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
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

Charter Capital Management's CVX Position: Q2 2026 in Review

Charter Capital Management increased its Chevron (CVX) stake by 3.6% in Q2 2026, buying an estimated $13.8K and bringing the position to 2,118 shares worth $351K. The position accounts for 0.16% of the portfolio, ranked #52.

Charter Capital Management first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. The position peaked at $423K in Q1 2026. 2,274 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Charter Capital Management held 2,118 shares of Chevron worth $351K as of Q2 2026.
  • Charter Capital Management bought 74 Chevron shares in Q2 2026, an estimated $13.8K.
  • Chevron made up 0.16% of Charter Capital Management's portfolio in Q2 2026, its #52 holding.
  • Charter Capital Management first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • Charter Capital Management's Chevron position peaked at $423K in Q1 2026.
  • 2,274 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.