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Intergy Private Wealth’s Chevron CVX Stock Holding History

Intergy Private 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 		$365K Buy
2,200
+201
+10% +$37.4K 0.08% 89
2026
Q1 		$414K Buy
1,999
+14
+0.7% +$2.55K 0.12% 75
2025
Q4 		$303K Sell
1,985
-364
-15% -$55.4K 0.09% 86
2025
Q3 		$365K Buy
2,349
+558
+31% +$86.4K 0.11% 75
2025
Q2 		$256K Sell
1,791
-326
-15% -$46K 0.09% 83
2025
Q1 		$354K Buy
2,117
+347
+20% +$54.3K 0.13% 68
2024
Q4 		$256K Buy
+1,770
New +$271K 0.1% 79
2024
Q3 		– Sell
-1,310
Closed -$205K – 89
2024
Q2 		$205K Buy
+1,310
New +$209K 0.08% 79

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

Intergy Private Wealth's CVX Position: Q2 2026 in Review

Intergy Private Wealth increased its Chevron (CVX) stake by 10% in Q2 2026, buying an estimated $37.4K and bringing the position to 2,200 shares worth $365K. The position accounts for 0.08% of the portfolio, ranked #89.

Intergy Private Wealth first reported a position in CVX in Q2 2024 and has held it in 8 quarters since. The position peaked at $414K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Intergy Private Wealth held 2,200 shares of Chevron worth $365K as of Q2 2026.
  • Intergy Private Wealth bought 201 Chevron shares in Q2 2026, an estimated $37.4K.
  • Chevron made up 0.08% of Intergy Private Wealth's portfolio in Q2 2026, its #89 holding.
  • Intergy Private Wealth first reported a position in Chevron in Q2 2024 and has held it in 8 quarters since.
  • Intergy Private Wealth's Chevron position peaked at $414K in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.