GPW
CVX icon

Genesis Private Wealth’s Chevron CVX Stock Holding History

Genesis 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 		$370K Sell
2,233
-575
-20% -$107K 0.1% 108
2026
Q1 		$581K Buy
2,808
+248
+10% +$45.2K 0.18% 79
2025
Q4 		$390K Buy
2,560
+106
+4% +$16.1K 0.12% 103
2025
Q3 		$381K Buy
2,454
+491
+25% +$76K 0.16% 77
2025
Q2 		$281K Buy
1,963
+101
+5% +$14.2K 0.13% 99
2025
Q1 		$311K Buy
1,862
+45
+2% +$7.04K 0.17% 79
2024
Q4 		$263K Buy
+1,817
New +$278K 0.15% 92

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

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

Genesis Private Wealth reduced its Chevron (CVX) stake by 20% in Q2 2026, selling an estimated $107K and leaving 2,233 shares worth $370K. The position accounts for 0.1% of the portfolio, ranked #108.

Genesis Private Wealth first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $581K in Q1 2026. 1,003 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Genesis Private Wealth held 2,233 shares of Chevron worth $370K as of Q2 2026.
  • Genesis Private Wealth sold 575 Chevron shares in Q2 2026, an estimated $107K.
  • Chevron made up 0.1% of Genesis Private Wealth's portfolio in Q2 2026, its #108 holding.
  • Genesis Private Wealth first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Genesis Private Wealth's Chevron position peaked at $581K in Q1 2026.
  • 1,003 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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