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Generali Investments Management’s Chevron CVX Stock Holding History

Generali Investments 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 		$5.1M Sell
30,744
-5,734
-16% -$1.07M 1.11% 14
2026
Q1 		$7.55M Buy
36,478
+13,452
+58% +$2.45M 1.76% 13
2025
Q4 		$3.51M Buy
23,026
+576
+3% +$87.7K 0.7% 32
2025
Q3 		$3.49M Sell
22,450
-2,084
-8% -$323K 0.73% 25
2025
Q2 		$3.51M Buy
24,534
+370
+2% +$52.2K 0.79% 31
2025
Q1 		$4.04M Buy
24,164
+6,743
+39% +$1.06M 1.15% 16
2024
Q4 		$2.52M Buy
+17,421
New +$2.67M 0.65% 39

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

Generali Investments Management's CVX Position: Q2 2026 in Review

Generali Investments Management reduced its Chevron (CVX) stake by 16% in Q2 2026, selling an estimated $1.07M and leaving 30,744 shares worth $5.1M. The position accounts for 1.11% of the portfolio, ranked #14.

Generali Investments Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.55M in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Generali Investments Management held 30,744 shares of Chevron worth $5.1M as of Q2 2026.
  • Generali Investments Management sold 5,734 Chevron shares in Q2 2026, an estimated $1.07M.
  • Chevron made up 1.11% of Generali Investments Management's portfolio in Q2 2026, its #14 holding.
  • Generali Investments Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Generali Investments Management's Chevron position peaked at $7.55M in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Generali Investments Management's 13F filing for Q2 2026, filed 10 Jul 2026.