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Integris Wealth Management’s Chevron CVX Stock Holding History

Integris Wealth Management’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 		$956K Sell
5,768
-37
-0.6% -$6.89K 0.19% 42
2026
Q1 		$1.2M Buy
5,805
+148
+3% +$27K 0.28% 31
2025
Q4 		$862K Buy
5,657
+1
+0% +$152 0.2% 41
2025
Q3 		$878K Buy
5,656
+1
+0% +$155 0.21% 39
2025
Q2 		$810K Buy
5,655
+42
+0.7% +$5.92K 0.21% 39
2025
Q1 		$939K Buy
5,613
+10
+0.2% +$1.56K 0.27% 30
2024
Q4 		$812K Sell
5,603
-15
-0.3% -$2.3K 0.23% 35
2024
Q3 		$827K Buy
5,618
+90
+2% +$13.4K 0.23% 36
2024
Q2 		$865K Sell
5,528
-39
-0.7% -$6.22K 0.25% 32
2024
Q1 		$878K Buy
5,567
+102
+2% +$15.4K 0.24% 33
2023
Q4 		$815K Buy
5,465
+148
+3% +$22.4K 0.24% 35
2023
Q3 		$897K Buy
5,317
+18
+0.3% +$2.91K 0.29% 34
2023
Q2 		$834K Hold
5,299
– – 0.3% 29
2023
Q1 		$865K Sell
5,299
-107
-2% -$17.9K 0.32% 30
2022
Q4 		$970K Buy
+5,406
New +$943K 0.38% 29

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

Integris Wealth Management's CVX Position: Q2 2026 in Review

Integris Wealth Management reduced its Chevron (CVX) stake by 0.64% in Q2 2026, selling an estimated $6.89K and leaving 5,768 shares worth $956K. The position accounts for 0.19% of the portfolio, ranked #42.

Integris Wealth Management first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.2M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Integris Wealth Management held 5,768 shares of Chevron worth $956K as of Q2 2026.
  • Integris Wealth Management sold 37 Chevron shares in Q2 2026, an estimated $6.89K.
  • Chevron made up 0.19% of Integris Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Integris Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Integris Wealth Management's Chevron position peaked at $1.2M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.