Elevatus Welath Management’s Chevron CVX Stock Holding History

Elevatus Welath Management’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	$922K	Sell	5,562 -14,429	-72%	-$2.69M	0.22%	90
2026 Q1	$4.14M	Sell	19,991 -4,756	-19%	-$867K	2.17%	12
2025 Q4	$3.77M	Buy	24,747 +5,337	+27%	+$813K	1.03%	30
2025 Q3	$3.01M	Buy	19,410 +14,837	+324%	+$2.3M	0.87%	31
2025 Q2	$655K	Sell	4,573 -92	-2%	-$13K	0.22%	55
2025 Q1	$780K	Buy	4,665 +26	+0.6%	+$4.07K	0.44%	39
2024 Q4	$672K	Buy	4,639 +102	+2%	+$15.6K	0.23%	47
2024 Q3	$668K	Sell	4,537 -12	-0.3%	-$1.79K	0.22%	49
2024 Q2	$712K	Buy	4,549 +1,081	+31%	+$172K	0.27%	61
2024 Q1	$547K	Buy	3,468 +69	+2%	+$10.4K	0.22%	53
2023 Q4	$507K	Buy	3,399 +608	+22%	+$92K	0.23%	52
2023 Q3	$471K	Buy	2,791 +270	+11%	+$43.6K	0.43%	41
2023 Q2	$397K	Buy	+2,521	New	+$404K	0.28%	39

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Elevatus Welath Management's CVX Position: Q2 2026 in Review

Elevatus Welath Management reduced its Chevron (CVX) stake by 72% in Q2 2026, selling an estimated $2.69M and leaving 5,562 shares worth $922K. The position accounts for 0.22% of the portfolio, ranked #90.

Elevatus Welath Management first reported a position in CVX in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.14M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Elevatus Welath Management held 5,562 shares of Chevron worth $922K as of Q2 2026.
Elevatus Welath Management sold 14,429 Chevron shares in Q2 2026, an estimated $2.69M.
Chevron made up 0.22% of Elevatus Welath Management's portfolio in Q2 2026, its #90 holding.
Elevatus Welath Management first reported a position in Chevron in Q2 2023 and has held it in 13 quarters since.
Elevatus Welath Management's Chevron position peaked at $4.14M in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.