Encompass More Asset Management’s Chevron CVX Stock Holding History

Encompass More Asset 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	$307K	Buy	1,850 +85	+5%	+$15.8K	0.04%	219
2026 Q1	$365K	Sell	1,765 -44	-2%	-$8.02K	0.06%	173
2025 Q4	$276K	Sell	1,809 -79	-4%	-$12K	0.05%	204
2025 Q3	$293K	Sell	1,888 -11	-0.6%	-$1.7K	0.06%	181
2025 Q2	$272K	Sell	1,899 -1,204	-39%	-$170K	0.06%	167
2025 Q1	$519K	Sell	3,103 -47	-1%	-$7.36K	0.15%	117
2024 Q4	$456K	Buy	3,150 +176	+6%	+$26.9K	0.15%	122
2024 Q3	$438K	Buy	2,974 +1,226	+70%	+$182K	0.17%	104
2024 Q2	$273K	Buy	1,748 +89	+5%	+$14.2K	0.2%	76
2024 Q1	$262K	Buy	+1,659	New	+$250K	0.22%	72

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Encompass More Asset Management's CVX Position: Q2 2026 in Review

Encompass More Asset Management increased its Chevron (CVX) stake by 4.8% in Q2 2026, buying an estimated $15.8K and bringing the position to 1,850 shares worth $307K. The position accounts for 0.04% of the portfolio, ranked #219.

Encompass More Asset Management first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $519K in Q1 2025. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Encompass More Asset Management held 1,850 shares of Chevron worth $307K as of Q2 2026.
Encompass More Asset Management bought 85 Chevron shares in Q2 2026, an estimated $15.8K.
Chevron made up 0.04% of Encompass More Asset Management's portfolio in Q2 2026, its #219 holding.
Encompass More Asset Management first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
Encompass More Asset Management's Chevron position peaked at $519K in Q1 2025.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.