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Instrumental Wealth’s Chevron CVX Stock Holding History

Instrumental 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 		$431K Buy
2,601
+121
+5% +$22.5K 0.22% 46
2026
Q1 		$513K Buy
2,480
+74
+3% +$13.5K 0.32% 32
2025
Q4 		$443K Sell
2,406
-154
-6% -$23.5K 0.27% 34
2025
Q3 		$393K Buy
2,560
+360
+16% +$55.8K 0.28% 40
2025
Q2 		$332K Sell
2,200
-164
-7% -$23.1K 0.26% 42
2025
Q1 		$328K Sell
2,364
-189
-7% -$29.6K 0.3% 38
2024
Q4 		$401K Buy
2,553
+318
+14% +$48.7K 0.38% 26
2024
Q3 		$339K Sell
2,235
-3
-0.1% -$447 0.33% 30
2024
Q2 		$353K Buy
2,238
+76
+4% +$12.1K 0.36% 28
2024
Q1 		$344K Buy
2,162
+154
+8% +$23.2K 0.15% 29
2023
Q4 		$291K Sell
2,008
-305
-13% -$46.1K 0.31% 28
2023
Q3 		$388K Buy
2,313
+348
+18% +$56.2K 0.45% 20
2023
Q2 		$314K Sell
1,965
-143
-7% -$22.9K 0.38% 20
2023
Q1 		$331K Buy
+2,108
New +$353K 0.44% 19

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

Instrumental Wealth's CVX Position: Q2 2026 in Review

Instrumental Wealth increased its Chevron (CVX) stake by 4.9% in Q2 2026, buying an estimated $22.5K and bringing the position to 2,601 shares worth $431K. The position accounts for 0.22% of the portfolio, ranked #46.

Instrumental Wealth first reported a position in CVX in Q1 2023 and has held it in 14 quarters since. The position peaked at $513K in Q1 2026. 1,262 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Instrumental Wealth held 2,601 shares of Chevron worth $431K as of Q2 2026.
  • Instrumental Wealth bought 121 Chevron shares in Q2 2026, an estimated $22.5K.
  • Chevron made up 0.22% of Instrumental Wealth's portfolio in Q2 2026, its #46 holding.
  • Instrumental Wealth first reported a position in Chevron in Q1 2023 and has held it in 14 quarters since.
  • Instrumental Wealth's Chevron position peaked at $513K in Q1 2026.
  • 1,262 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.