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Crux Wealth Advisors’s Chevron CVX Stock Holding History

Crux Wealth Advisors’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 		– Sell
-1,103
Closed -$228K – 193
2026
Q1 		$228K Buy
+1,103
New +$201K 0.09% 169
2025
Q4 		– Sell
-1,356
Closed -$211K – 180
2025
Q3 		$211K Buy
+1,356
New +$210K 0.08% 162
2025
Q2 		– Sell
-1,432
Closed -$240K – 170
2025
Q1 		$240K Sell
1,432
-87
-6% -$13.6K 0.12% 159
2024
Q4 		$220K Buy
+1,519
New +$233K 0.12% 142

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
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
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Crux Wealth Advisors's CVX Position: Q2 2026 in Review

Crux Wealth Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,103 shares — an estimated $228K sold.

Crux Wealth Advisors first reported a position in CVX in Q4 2024 and held it in 4 quarters. The position peaked at $240K in Q1 2025. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Crux Wealth Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Crux Wealth Advisors sold 1,103 Chevron shares in Q2 2026, an estimated $228K.
  • Crux Wealth Advisors first reported a position in Chevron in Q4 2024 and held it in 4 quarters.
  • Crux Wealth Advisors's Chevron position peaked at $240K in Q1 2025.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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