Infinity Wealth Counsel’s Chevron CVX Stock Holding History

Infinity Wealth Counsel’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	$911K	Hold	5,497	–	–	0.74%	37
2026 Q1	$1.14M	Sell	5,497 -30	-0.5%	-$5.47K	1.04%	33
2025 Q4	$842K	Buy	+5,527	New	+$842K	0.77%	37

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

Infinity Wealth Counsel's CVX Position: Q2 2026 in Review

Infinity Wealth Counsel held its Chevron (CVX) position steady in Q2 2026 at 5,497 shares worth $911K. The position accounts for 0.74% of the portfolio, ranked #37.

Infinity Wealth Counsel first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.14M in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Infinity Wealth Counsel held 5,497 shares of Chevron worth $911K as of Q2 2026.
Infinity Wealth Counsel left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.74% of Infinity Wealth Counsel's portfolio in Q2 2026, its #37 holding.
Infinity Wealth Counsel first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
Infinity Wealth Counsel's Chevron position peaked at $1.14M in Q1 2026.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Infinity Wealth Counsel's 13F filing for Q2 2026, filed 9 Jul 2026.