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Enclave Advisors’s Chevron CVX Stock Holding History

Enclave 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 		$2.26M Sell
13,656
-95
-0.7% -$17.7K 0.29% 53
2026
Q1 		$2.85M Hold
13,751
– – 0.39% 46
2025
Q4 		$2.1M Sell
13,751
-206
-1% -$31.4K 0.3% 53
2025
Q3 		$2.17M Buy
13,957
+9
+0.1% +$1.39K 0.33% 42
2025
Q2 		$2M Sell
13,948
-182
-1% -$25.7K 0.32% 45
2025
Q1 		$2.36M Sell
14,130
-229
-2% -$35.8K 0.4% 42
2024
Q4 		$2.08M Sell
14,359
-514
-3% -$78.7K 0.34% 43
2024
Q3 		$2.19M Buy
+14,873
New +$2.21M 0.37% 41

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 22.96% 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

Enclave Advisors's CVX Position: Q2 2026 in Review

Enclave Advisors reduced its Chevron (CVX) stake by 0.69% in Q2 2026, selling an estimated $17.7K and leaving 13,656 shares worth $2.26M. The position accounts for 0.29% of the portfolio, ranked #53.

Enclave Advisors first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.85M in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Enclave Advisors held 13,656 shares of Chevron worth $2.26M as of Q2 2026.
  • Enclave Advisors sold 95 Chevron shares in Q2 2026, an estimated $17.7K.
  • Chevron made up 0.29% of Enclave Advisors's portfolio in Q2 2026, its #53 holding.
  • Enclave Advisors first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
  • Enclave Advisors's Chevron position peaked at $2.85M in Q1 2026.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.