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Ethos Capital Management’s Chevron CVX Stock Holding History

Ethos Capital 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 		$2.41M Buy
14,561
+3,953
+37% +$736K 1.72% 19
2026
Q1 		$2.19M Buy
10,608
+1,625
+18% +$296K 1.88% 11
2025
Q4 		$1.37M Buy
+8,983
New +$1.37M 1.29% 35

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 22.96% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Ethos Capital Management's CVX Position: Q2 2026 in Review

Ethos Capital Management increased its Chevron (CVX) stake by 37% in Q2 2026, buying an estimated $736K and bringing the position to 14,561 shares worth $2.41M. The position accounts for 1.72% of the portfolio, ranked #19.

Ethos Capital Management first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Ethos Capital Management held 14,561 shares of Chevron worth $2.41M as of Q2 2026.
  • Ethos Capital Management bought 3,953 Chevron shares in Q2 2026, an estimated $736K.
  • Chevron made up 1.72% of Ethos Capital Management's portfolio in Q2 2026, its #19 holding.
  • Ethos Capital Management first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ethos Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.