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Holos Integrated Wealth’s Chevron CVX Stock Holding History

Holos Integrated 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 		$444K Sell
2,550
-182
-7% -$33.9K 0.21% 53
2026
Q1 		$551K Hold
2,732
– – 0.28% 50
2025
Q4 		$426K Buy
2,732
+73
+3% +$11.1K 0.24% 49
2025
Q3 		$396K Hold
2,659
– – 0.23% 45
2025
Q2 		$412K Sell
2,659
-163
-6% -$23K 0.25% 44
2025
Q1 		$472K Hold
2,822
– – 0.31% 44
2024
Q4 		$409K Buy
+2,822
New +$432K 0.28% 41

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Holos Integrated Wealth's CVX Position: Q2 2026 in Review

Holos Integrated Wealth reduced its Chevron (CVX) stake by 6.7% in Q2 2026, selling an estimated $33.9K and leaving 2,550 shares worth $444K. The position accounts for 0.21% of the portfolio, ranked #53.

Holos Integrated Wealth first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $551K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Holos Integrated Wealth held 2,550 shares of Chevron worth $444K as of Q2 2026.
  • Holos Integrated Wealth sold 182 Chevron shares in Q2 2026, an estimated $33.9K.
  • Chevron made up 0.21% of Holos Integrated Wealth's portfolio in Q2 2026, its #53 holding.
  • Holos Integrated Wealth first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Chevron position peaked at $551K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.