CH
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Cromwell Holdings’s Chevron CVX Stock Holding History

Cromwell Holdings’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 		$888K Hold
5,356
– – 0.4% 46
2026
Q1 		$1.11M Hold
5,356
– – 0.62% 22
2025
Q4 		$816K Sell
5,356
-206
-4% -$31.4K 0.45% 35
2025
Q3 		$864K Buy
5,562
+869
+19% +$135K 0.46% 31
2025
Q2 		$672K Buy
4,693
+1
+0% +$141 0.41% 37
2025
Q1 		$785K Sell
4,692
-315
-6% -$49.3K 0.5% 32
2024
Q4 		$725K Buy
5,007
+315
+7% +$48.2K 0.42% 33
2024
Q3 		$691K Sell
4,692
-503
-10% -$74.9K 0.44% 35
2024
Q2 		$813K Buy
+5,195
New +$828K 0.49% 32

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Cromwell Holdings's CVX Position: Q2 2026 in Review

Cromwell Holdings held its Chevron (CVX) position steady in Q2 2026 at 5,356 shares worth $888K. The position accounts for 0.4% of the portfolio, ranked #46.

Cromwell Holdings first reported a position in CVX in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.11M in Q1 2026. 772 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cromwell Holdings held 5,356 shares of Chevron worth $888K as of Q2 2026.
  • Cromwell Holdings left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.4% of Cromwell Holdings's portfolio in Q2 2026, its #46 holding.
  • Cromwell Holdings first reported a position in Chevron in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Chevron position peaked at $1.11M in Q1 2026.
  • 772 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.