Commonwealth Retirement Investments’s Chevron CVX Stock Holding History

Commonwealth Retirement Investments’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	$9.59M	Buy	57,873 +8,200	+17%	+$1.53M	2.6%	9
2026 Q1	$10.3M	Buy	49,673 +3,053	+7%	+$557K	3.18%	7
2025 Q4	$7.11M	Sell	46,620 -6,561	-12%	-$999K	2.29%	12
2025 Q3	$8.26M	Buy	53,181 +845	+2%	+$131K	2.81%	7
2025 Q2	$7.49M	Sell	52,336 -1,592	-3%	-$224K	2.85%	7
2025 Q1	$9.02M	Buy	53,928 +16,320	+43%	+$2.55M	3.67%	6
2024 Q4	$5.45M	Sell	37,608 -11,258	-23%	-$1.72M	2.24%	12
2024 Q3	$7.2M	Buy	48,866 +2,227	+5%	+$331K	3.02%	9
2024 Q2	$7.3M	Buy	46,639 +3,344	+8%	+$533K	3.34%	7
2024 Q1	$6.83M	Buy	43,295 +15,750	+57%	+$2.38M	3.26%	9
2023 Q4	$4.11M	Buy	+27,545	New	+$4.17M	2.18%	14

Other funds holding CVX

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Commonwealth Retirement Investments's CVX Position: Q2 2026 in Review

Commonwealth Retirement Investments increased its Chevron (CVX) stake by 17% in Q2 2026, buying an estimated $1.53M and bringing the position to 57,873 shares worth $9.59M. The position accounts for 2.6% of the portfolio, ranked #9.

Commonwealth Retirement Investments first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.3M in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Commonwealth Retirement Investments held 57,873 shares of Chevron worth $9.59M as of Q2 2026.
Commonwealth Retirement Investments bought 8,200 Chevron shares in Q2 2026, an estimated $1.53M.
Chevron made up 2.6% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #9 holding.
Commonwealth Retirement Investments first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Commonwealth Retirement Investments's Chevron position peaked at $10.3M in Q1 2026.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.