FFO
CVX icon

Fortitude Family Office’s Chevron CVX Stock Holding History

Fortitude Family Office’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 		$4.23M Sell
25,522
-29
-0.1% -$5.4K 0.82% 27
2026
Q1 		$5.29M Sell
25,551
-11,368
-31% -$2.07M 1.18% 22
2025
Q4 		$5.63M Buy
36,919
+35,471
+2,450% +$5.4M 1.31% 20
2025
Q3 		$225K Buy
1,448
+64
+5% +$9.91K 0.06% 133
2025
Q2 		$198K Sell
1,384
-513
-27% -$72.3K 0.07% 125
2025
Q1 		$317K Sell
1,897
-2,909
-61% -$455K 0.11% 90
2024
Q4 		$696K Sell
4,806
-472
-9% -$72.2K 0.25% 60
2024
Q3 		$777K Buy
5,278
+3,297
+166% +$491K 0.31% 45
2024
Q2 		$310K Buy
1,981
+1,432
+261% +$228K 0.18% 68
2024
Q1 		$86.6K Sell
549
-37
-6% -$5.58K 0.06% 105
2023
Q4 		$87.4K Buy
+586
New +$88.6K 0.07% 109

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Fortitude Family Office's CVX Position: Q2 2026 in Review

Fortitude Family Office reduced its Chevron (CVX) stake by 0.11% in Q2 2026, selling an estimated $5.4K and leaving 25,522 shares worth $4.23M. The position accounts for 0.82% of the portfolio, ranked #27.

Fortitude Family Office first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.63M in Q4 2025. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Fortitude Family Office held 25,522 shares of Chevron worth $4.23M as of Q2 2026.
  • Fortitude Family Office sold 29 Chevron shares in Q2 2026, an estimated $5.4K.
  • Chevron made up 0.82% of Fortitude Family Office's portfolio in Q2 2026, its #27 holding.
  • Fortitude Family Office first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Chevron position peaked at $5.63M in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.