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Cove Private Wealth’s Chevron CVX Stock Holding History

Cove Private Wealth’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 		$2.53M Buy
15,247
+2,875
+23% +$535K 0.49% 38
2026
Q1 		$2.56M Buy
12,372
+2,727
+28% +$497K 0.58% 33
2025
Q4 		$1.47M Sell
9,645
-1,995
-17% -$304K 0.44% 54
2025
Q3 		$1.81M Sell
11,640
-160
-1% -$24.8K 0.57% 42
2025
Q2 		$1.69M Buy
11,800
+1,662
+16% +$234K 0.6% 39
2025
Q1 		$1.7M Buy
10,138
+923
+10% +$144K 0.89% 31
2024
Q4 		$1.33M Hold
9,215
– – 0.8% 33
2024
Q3 		$1.36M Hold
9,215
– – 1.05% 27
2024
Q2 		$1.44M Hold
9,215
– – 1.15% 23
2024
Q1 		$1.45M Hold
9,215
– – 1.24% 23
2023
Q4 		$1.37M Buy
+9,215
New +$1.39M 1.3% 25

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

Cove Private Wealth's CVX Position: Q2 2026 in Review

Cove Private Wealth increased its Chevron (CVX) stake by 23% in Q2 2026, buying an estimated $535K and bringing the position to 15,247 shares worth $2.53M. The position accounts for 0.49% of the portfolio, ranked #38.

Cove Private Wealth first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.56M in Q1 2026. 1,946 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cove Private Wealth held 15,247 shares of Chevron worth $2.53M as of Q2 2026.
  • Cove Private Wealth bought 2,875 Chevron shares in Q2 2026, an estimated $535K.
  • Chevron made up 0.49% of Cove Private Wealth's portfolio in Q2 2026, its #38 holding.
  • Cove Private Wealth first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Cove Private Wealth's Chevron position peaked at $2.56M in Q1 2026.
  • 1,946 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.