Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Chevron CVX Stock Holding History

Envestnet Portfolio Solutions’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 		$23.4M Buy
141,372
+7,962
+6% +$1.48M 0.11% 114
2026
Q1 		$27.6M Sell
133,410
-88,940
-40% -$16.2M 0.15% 90
2025
Q4 		$33.9M Sell
222,350
-7,689
-3% -$1.17M 0.12% 88
2025
Q3 		$35.7M Buy
230,039
+5,810
+3% +$900K 0.13% 87
2025
Q2 		$32.1M Buy
224,229
+4,566
+2% +$644K 0.12% 89
2025
Q1 		$36.7M Sell
219,663
-40,555
-16% -$6.35M 0.14% 83
2024
Q4 		$37.7M Buy
260,218
+61
+0% +$9.34K 0.12% 91
2024
Q3 		$38.3M Sell
260,157
-13,566
-5% -$2.02M 0.12% 86
2024
Q2 		$42.8M Buy
273,723
+11,694
+4% +$1.86M 0.15% 77
2024
Q1 		$41.3M Buy
262,029
+60,166
+30% +$9.08M 0.16% 81
2023
Q4 		$30.1M Buy
201,863
+50,179
+33% +$7.59M 0.13% 94
2023
Q3 		$25.6M Buy
+151,684
New +$24.5M 0.12% 97

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Envestnet Portfolio Solutions's CVX Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Chevron (CVX) stake by 6% in Q2 2026, buying an estimated $1.48M and bringing the position to 141,372 shares worth $23.4M. The position accounts for 0.11% of the portfolio, ranked #114.

Envestnet Portfolio Solutions first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. The position peaked at $42.8M in Q2 2024. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Envestnet Portfolio Solutions held 141,372 shares of Chevron worth $23.4M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 7,962 Chevron shares in Q2 2026, an estimated $1.48M.
  • Chevron made up 0.11% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #114 holding.
  • Envestnet Portfolio Solutions first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Chevron position peaked at $42.8M in Q2 2024.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.