Creative Capital Management Investments’s Chevron CVX Stock Holding History

Creative Capital Management 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	$260K	Buy	1,566 +252	+19%	+$46.9K	0.06%	71
2026 Q1	$272K	Buy	1,314 +599	+84%	+$109K	0.08%	43
2025 Q4	$109K	Buy	715 +87	+14%	+$13.3K	0.03%	84
2025 Q3	$97.5K	Hold	628	–	–	0.03%	87
2025 Q2	$89.9K	Hold	628	–	–	0.03%	87
2025 Q1	$105K	Sell	628 -92	-13%	-$14.4K	0.04%	74
2024 Q4	$104K	Sell	720 -137	-16%	-$21K	0.04%	72
2024 Q3	$126K	Hold	857	–	–	0.05%	65
2024 Q2	$134K	Hold	857	–	–	0.07%	54
2024 Q1	$135K	Hold	857	–	–	0.07%	51
2023 Q4	$128K	Sell	857 -261	-23%	-$39.5K	0.07%	51
2023 Q3	$189K	Hold	1,118	–	–	0.13%	39
2023 Q2	$176K	Sell	1,118 -762	-41%	-$122K	0.13%	43
2023 Q1	$307K	Buy	1,880 +809	+76%	+$136K	0.22%	32
2022 Q4	$192K	Buy	+1,071	New	+$187K	0.17%	40

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Creative Capital Management Investments's CVX Position: Q2 2026 in Review

Creative Capital Management Investments increased its Chevron (CVX) stake by 19% in Q2 2026, buying an estimated $46.9K and bringing the position to 1,566 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #71.

Creative Capital Management Investments first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $307K in Q1 2023. 2,360 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Creative Capital Management Investments held 1,566 shares of Chevron worth $260K as of Q2 2026.
Creative Capital Management Investments bought 252 Chevron shares in Q2 2026, an estimated $46.9K.
Chevron made up 0.06% of Creative Capital Management Investments's portfolio in Q2 2026, its #71 holding.
Creative Capital Management Investments first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
Creative Capital Management Investments's Chevron position peaked at $307K in Q1 2023.
2,360 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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