GWSA
CVX icon

Global Wealth Strategies & Associates’s Chevron CVX Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-848
Closed -$175K – 176
2026
Q1 		$175K Sell
848
-36
-4% -$6.57K 0.04% 87
2025
Q4 		$135K Buy
884
+86
+11% +$13.1K 0.03% 85
2025
Q3 		$124K Buy
798
+598
+299% +$92.6K 0.03% 86
2025
Q2 		$28.6K Sell
200
-55
-22% -$7.75K 0.01% 146
2025
Q1 		$42.7K Hold
255
– – 0.01% 133
2024
Q4 		$37K Hold
255
– – 0.01% 125
2024
Q3 		$37.5K Sell
255
-55
-18% -$8.19K 0.01% 112
2024
Q2 		$48.5K Hold
310
– – 0.02% 90
2024
Q1 		$48.8K Buy
310
+1
+0.3% +$151 0.02% 91
2023
Q4 		$46.1K Buy
309
+1
+0.3% +$151 0.02% 89
2023
Q3 		$52K Buy
308
+52
+20% +$8.4K 0.02% 76
2023
Q2 		$40.3K Hold
256
– – 0.02% 87
2023
Q1 		$41.8K Hold
256
– – 0.02% 83
2022
Q4 		$45.9K Buy
+256
New +$44.7K 0.03% 78

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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Global Wealth Strategies & Associates's CVX Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Chevron (CVX) in Q2 2026, closing a stake of 848 shares — an estimated $175K sold.

Global Wealth Strategies & Associates first reported a position in CVX in Q4 2022 and held it in 14 quarters. The position peaked at $175K in Q1 2026. 2,360 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 848 Chevron shares in Q2 2026, an estimated $175K.
  • Global Wealth Strategies & Associates first reported a position in Chevron in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's Chevron position peaked at $175K in Q1 2026.
  • 2,360 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.