Genus Capital Management’s Chevron CVX Stock Holding History

Genus Capital 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	$1.89M	Sell	11,400 -11,400	-50%	-$2.12M	0.19%	127
2026 Q1	$4.72M	Buy	22,800 +10,800	+90%	+$1.97M	0.54%	63
2025 Q4	$1.83M	Sell	12,000 -9,500	-44%	-$1.45M	0.21%	106
2025 Q3	$3.34M	Buy	+21,500	New	+$3.33M	0.39%	89
2023 Q3	–	Sell	-1,506	Closed	-$237K	–	193
2023 Q2	$237K	Buy	+1,506	New	+$241K	0.03%	181

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Genus Capital Management's CVX Position: Q2 2026 in Review

Genus Capital Management reduced its Chevron (CVX) stake by 50% in Q2 2026, selling an estimated $2.12M and leaving 11,400 shares worth $1.89M. The position accounts for 0.19% of the portfolio, ranked #127.

Genus Capital Management first reported a position in CVX in Q2 2023 and has held it in 5 quarters since. The position peaked at $4.72M in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Genus Capital Management held 11,400 shares of Chevron worth $1.89M as of Q2 2026.
Genus Capital Management sold 11,400 Chevron shares in Q2 2026, an estimated $2.12M.
Chevron made up 0.19% of Genus Capital Management's portfolio in Q2 2026, its #127 holding.
Genus Capital Management first reported a position in Chevron in Q2 2023 and has held it in 5 quarters since.
Genus Capital Management's Chevron position peaked at $4.72M in Q1 2026.
2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Genus Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.