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Flywheel Private Wealth’s Chevron CVX Stock Holding History

Flywheel Private Wealth’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 		$322K Sell
1,945
-40
-2% -$7.45K 0.16% 70
2026
Q1 		$411K Hold
1,985
– – 0.23% 58
2025
Q4 		$303K Sell
1,985
-1
-0.1% -$152 0.19% 59
2025
Q3 		$308K Sell
1,986
-5
-0.3% -$774 0.24% 56
2025
Q2 		$285K Buy
1,991
+80
+4% +$11.3K 0.23% 60
2025
Q1 		$320K Hold
1,911
– – 0.29% 56
2024
Q4 		$277K Buy
+1,911
New +$293K 0.25% 64

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Flywheel Private Wealth's CVX Position: Q2 2026 in Review

Flywheel Private Wealth reduced its Chevron (CVX) stake by 2% in Q2 2026, selling an estimated $7.45K and leaving 1,945 shares worth $322K. The position accounts for 0.16% of the portfolio, ranked #70.

Flywheel Private Wealth first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $411K in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Flywheel Private Wealth held 1,945 shares of Chevron worth $322K as of Q2 2026.
  • Flywheel Private Wealth sold 40 Chevron shares in Q2 2026, an estimated $7.45K.
  • Chevron made up 0.16% of Flywheel Private Wealth's portfolio in Q2 2026, its #70 holding.
  • Flywheel Private Wealth first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Flywheel Private Wealth's Chevron position peaked at $411K in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.