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Integrity Alliance’s Chevron CVX Stock Holding History

Integrity Alliance’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 		$5.03M Sell
30,329
-566
-2% -$105K 0.16% 123
2026
Q1 		$6.39M Sell
30,895
-2,124
-6% -$387K 0.24% 90
2025
Q4 		$5.03M Buy
33,019
+12,916
+64% +$1.97M 0.18% 116
2025
Q3 		$3.12M Buy
20,103
+8,542
+74% +$1.32M 0.15% 127
2025
Q2 		$1.66M Sell
11,561
-10,815
-48% -$1.52M 0.09% 159
2025
Q1 		$3.74M Buy
22,376
+11,410
+104% +$1.79M 0.15% 120
2024
Q4 		$1.59M Buy
+10,966
New +$1.68M 0.17% 73

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Integrity Alliance's CVX Position: Q2 2026 in Review

Integrity Alliance reduced its Chevron (CVX) stake by 1.8% in Q2 2026, selling an estimated $105K and leaving 30,329 shares worth $5.03M. The position accounts for 0.16% of the portfolio, ranked #123.

Integrity Alliance first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.39M in Q1 2026. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Integrity Alliance held 30,329 shares of Chevron worth $5.03M as of Q2 2026.
  • Integrity Alliance sold 566 Chevron shares in Q2 2026, an estimated $105K.
  • Chevron made up 0.16% of Integrity Alliance's portfolio in Q2 2026, its #123 holding.
  • Integrity Alliance first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Integrity Alliance's Chevron position peaked at $6.39M in Q1 2026.
  • 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.