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WELLINGTON-ALTUS USA INC.’s Chevron CVX Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$380K Sell
1,838
-18
-1% -$3.35K 0.27% 79
2026
Q1 		$308K Buy
1,856
+465
+33% +$84.8K 0.18% 117
2025
Q4 		$212K Buy
+1,391
New +$212K 0.16% 109

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

WELLINGTON-ALTUS USA INC.'s CVX Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. reduced its Chevron (CVX) stake by 0.97% in Q2 2026, selling an estimated $3.35K and leaving 1,838 shares worth $380K. The position accounts for 0.27% of the portfolio, ranked #79.

WELLINGTON-ALTUS USA INC. first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. 4,135 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 1,838 shares of Chevron worth $380K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. sold 18 Chevron shares in Q2 2026, an estimated $3.35K.
  • Chevron made up 0.27% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #79 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • 4,135 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.