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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
2024
Q3 		– Sell
-3,900
Closed -$610K – 201
2024
Q2 		$610K Buy
+3,900
New +$622K 0.08% 140

Other funds holding CVX

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
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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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. 2,173 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.
  • 2,173 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.