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Gratus Wealth Advisors’s Chevron CVX Stock Holding History

Gratus Wealth Advisors’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 		$393K Hold
2,371
– – 0.05% 102
2026
Q1 		$491K Buy
2,371
+530
+29% +$96.6K 0.07% 90
2025
Q4 		$281K Sell
1,841
-144
-7% -$21.9K 0.04% 118
2025
Q3 		$308K Hold
1,985
– – 0.04% 113
2025
Q2 		$284K Hold
1,985
– – 0.04% 113
2025
Q1 		$332K Hold
1,985
– – 0.05% 106
2024
Q4 		$288K Hold
1,985
– – 0.05% 113
2024
Q3 		$300K Hold
1,985
– – 0.05% 112
2024
Q2 		$316K Hold
1,985
– – 0.05% 105
2024
Q1 		$313K Sell
1,985
-34
-2% -$5.13K 0.06% 108
2023
Q4 		$301K Buy
+2,019
New +$305K 0.06% 115

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Gratus Wealth Advisors's CVX Position: Q2 2026 in Review

Gratus Wealth Advisors held its Chevron (CVX) position steady in Q2 2026 at 2,371 shares worth $393K. The position accounts for 0.05% of the portfolio, ranked #102.

Gratus Wealth Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $491K in Q1 2026. 1,922 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Gratus Wealth Advisors held 2,371 shares of Chevron worth $393K as of Q2 2026.
  • Gratus Wealth Advisors left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.05% of Gratus Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Gratus Wealth Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Gratus Wealth Advisors's Chevron position peaked at $491K in Q1 2026.
  • 1,922 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.