CWG
CVX icon

Crown Wealth Group’s Chevron CVX Stock Holding History

Crown Wealth Group’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 		$477K Sell
2,878
-1
-0% -$186 0.12% 80
2026
Q1 		$596K Buy
2,879
+105
+4% +$19.1K 0.18% 59
2025
Q4 		$423K Buy
2,774
+362
+15% +$55.1K 0.12% 82
2025
Q3 		$375K Buy
2,412
+58
+2% +$8.98K 0.11% 78
2025
Q2 		$337K Buy
2,354
+52
+2% +$7.33K 0.13% 76
2025
Q1 		$385K Buy
2,302
+111
+5% +$17.4K 0.2% 58
2024
Q4 		$317K Buy
2,191
+26
+1% +$3.98K 0.13% 80
2024
Q3 		$319K Sell
2,165
-33
-2% -$4.91K 0.14% 81
2024
Q2 		$344K Sell
2,198
-647
-23% -$103K 0.17% 67
2024
Q1 		$449K Buy
2,845
+976
+52% +$147K 0.23% 49
2023
Q4 		$279K Buy
1,869
+217
+13% +$32.8K 0.17% 66
2023
Q3 		$279K Buy
1,652
+83
+5% +$13.4K 0.21% 53
2023
Q2 		$247K Buy
1,569
+66
+4% +$10.6K 0.19% 55
2023
Q1 		$245K Sell
1,503
-164
-10% -$27.5K 0.21% 54
2022
Q4 		$299K Sell
1,667
-1,101
-40% -$192K 0.28% 47
2022
Q3 		$398K Buy
2,768
+1,173
+74% +$179K 0.41% 36
2022
Q2 		$231K Buy
1,595
+292
+22% +$48.3K 0.21% 62
2022
Q1 		$212K Buy
+1,303
New +$187K 0.15% 88

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

Crown Wealth Group's CVX Position: Q2 2026 in Review

Crown Wealth Group reduced its Chevron (CVX) stake by 0.03% in Q2 2026, selling an estimated $186 and leaving 2,878 shares worth $477K. The position accounts for 0.12% of the portfolio, ranked #80.

Crown Wealth Group first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. The position peaked at $596K in Q1 2026. 1,922 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Crown Wealth Group held 2,878 shares of Chevron worth $477K as of Q2 2026.
  • Crown Wealth Group sold 1 Chevron share in Q2 2026, an estimated $186.
  • Chevron made up 0.12% of Crown Wealth Group's portfolio in Q2 2026, its #80 holding.
  • Crown Wealth Group first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
  • Crown Wealth Group's Chevron position peaked at $596K in Q1 2026.
  • 1,922 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.