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Fortem Financial Group’s Chevron CVX Stock Holding History

Fortem Financial Group’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 		$316K Buy
1,904
+291
+18% +$54.2K 0.06% 152
2026
Q1 		$334K Buy
+1,613
New +$294K 0.08% 142
2025
Q4 		– Sell
-1,416
Closed -$220K – 178
2025
Q3 		$220K Sell
1,416
-303
-18% -$46.9K 0.06% 154
2025
Q2 		$246K Sell
1,719
-342
-17% -$48.2K 0.08% 147
2025
Q1 		$345K Sell
2,061
-22
-1% -$3.44K 0.13% 143
2024
Q4 		$302K Hold
2,083
– – 0.12% 144
2024
Q3 		$307K Sell
2,083
-873
-30% -$130K 0.12% 147
2024
Q2 		$462K Sell
2,956
-401
-12% -$63.9K 0.2% 113
2024
Q1 		$529K Buy
3,357
+761
+29% +$115K 0.23% 109
2023
Q4 		$387K Buy
2,596
+758
+41% +$115K 0.19% 124
2023
Q3 		$310K Sell
1,838
-78
-4% -$12.6K 0.18% 127
2023
Q2 		$301K Sell
1,916
-63
-3% -$10.1K 0.18% 129
2023
Q1 		$323K Sell
1,979
-1,204
-38% -$202K 0.21% 114
2022
Q4 		$571K Sell
3,183
-29
-0.9% -$5.06K 0.33% 90
2022
Q3 		$461K Sell
3,212
-181
-5% -$27.6K 0.32% 95
2022
Q2 		$491K Sell
3,393
-10,648
-76% -$1.76M 0.32% 96
2022
Q1 		$2.29M Buy
14,041
+716
+5% +$103K 1% 32
2021
Q4 		$1.56M Buy
13,325
+58
+0.4% +$6.59K 0.71% 50
2021
Q3 		$1.35M Buy
13,267
+73
+0.6% +$7.28K 0.68% 53
2021
Q2 		$1.38M Buy
13,194
+1,175
+10% +$124K 0.7% 51
2021
Q1 		$1.26M Buy
12,019
+380
+3% +$37.1K 0.73% 52
2020
Q4 		$983K Sell
11,639
-1,308
-10% -$106K 0.59% 63
2020
Q3 		$932K Sell
12,947
-1,038
-7% -$87.3K 0.67% 53
2020
Q2 		$1.25M Sell
13,985
-5,013
-26% -$449K 0.96% 33
2020
Q1 		$1.38M Buy
18,998
+4,428
+30% +$438K 1.25% 28
2019
Q4 		$1.76M Sell
14,570
-540
-4% -$63.6K 1.3% 22
2019
Q3 		$1.79M Buy
15,110
+1,564
+12% +$190K 1.53% 20
2019
Q2 		$1.69M Buy
13,546
+130
+1% +$15.7K 1.69% 15
2019
Q1 		$1.65M Buy
13,416
+447
+3% +$52.9K 1.72% 15
2018
Q4 		$1.41M Buy
+12,969
New +$1.5M 1.7% 20

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 22.94% 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

Fortem Financial Group's CVX Position: Q2 2026 in Review

Fortem Financial Group increased its Chevron (CVX) stake by 18% in Q2 2026, buying an estimated $54.2K and bringing the position to 1,904 shares worth $316K. The position accounts for 0.06% of the portfolio, ranked #152.

Fortem Financial Group first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.29M in Q1 2022. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Fortem Financial Group held 1,904 shares of Chevron worth $316K as of Q2 2026.
  • Fortem Financial Group bought 291 Chevron shares in Q2 2026, an estimated $54.2K.
  • Chevron made up 0.06% of Fortem Financial Group's portfolio in Q2 2026, its #152 holding.
  • Fortem Financial Group first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
  • Fortem Financial Group's Chevron position peaked at $2.29M in Q1 2022.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.