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Gentry Private Wealth’s Chevron CVX Stock Holding History

Gentry 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 		$338K Sell
2,038
-43
-2% -$8K 0.17% 76
2026
Q1 		$431K Sell
2,081
-252
-11% -$46K 0.26% 58
2025
Q4 		$356K Sell
2,333
-52
-2% -$7.92K 0.22% 72
2025
Q3 		$370K Buy
2,385
+100
+4% +$15.5K 0.26% 71
2025
Q2 		$327K Buy
2,285
+95
+4% +$13.4K 0.25% 71
2025
Q1 		$366K Buy
+2,190
New +$343K 0.3% 71
2024
Q4 		– Sell
-1,995
Closed -$294K – 44
2024
Q3 		$294K Buy
1,995
+17
+0.9% +$2.53K 0.24% 73
2024
Q2 		$309K Buy
+1,978
New +$315K 0.27% 65

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 22.96% 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

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

Gentry Private Wealth reduced its Chevron (CVX) stake by 2.1% in Q2 2026, selling an estimated $8K and leaving 2,038 shares worth $338K. The position accounts for 0.17% of the portfolio, ranked #76.

Gentry Private Wealth first reported a position in CVX in Q2 2024 and has held it in 8 quarters since. The position peaked at $431K in Q1 2026. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Gentry Private Wealth held 2,038 shares of Chevron worth $338K as of Q2 2026.
  • Gentry Private Wealth sold 43 Chevron shares in Q2 2026, an estimated $8K.
  • Chevron made up 0.17% of Gentry Private Wealth's portfolio in Q2 2026, its #76 holding.
  • Gentry Private Wealth first reported a position in Chevron in Q2 2024 and has held it in 8 quarters since.
  • Gentry Private Wealth's Chevron position peaked at $431K in Q1 2026.
  • 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.