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Intrua Financial’s Chevron CVX Stock Holding History

Intrua Financial’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 		$4.2M Sell
25,322
-1,981
-7% -$369K 0.38% 46
2026
Q1 		$5.65M Sell
27,303
-1,536
-5% -$280K 0.58% 33
2025
Q4 		$4.4M Sell
28,839
-2,113
-7% -$322K 0.46% 40
2025
Q3 		$4.81M Buy
30,952
+5,466
+21% +$847K 0.52% 37
2025
Q2 		$3.65M Sell
25,486
-36
-0.1% -$5.08K 0.49% 36
2025
Q1 		$4.27M Buy
25,522
+428
+2% +$67K 0.62% 31
2024
Q4 		$3.63M Sell
25,094
-1,105
-4% -$169K 0.56% 38
2024
Q3 		$3.86M Sell
26,199
-3,033
-10% -$451K 0.57% 35
2024
Q2 		$4.57M Sell
29,232
-1,941
-6% -$310K 0.68% 29
2024
Q1 		$4.92M Sell
31,173
-1,498
-5% -$226K 0.71% 25
2023
Q4 		$4.87M Sell
32,671
-3,486
-10% -$527K 0.71% 29
2023
Q3 		$6.1M Sell
36,157
-127
-0.4% -$20.5K 1.03% 20
2023
Q2 		$5.71M Buy
36,284
+4,707
+15% +$755K 0.97% 25
2023
Q1 		$4.95M Sell
31,577
-127
-0.4% -$21.3K 1.03% 24
2022
Q4 		$5.67M Buy
31,704
+799
+3% +$139K 1.31% 14
2022
Q3 		$4.44M Sell
30,905
-3,113
-9% -$475K 1.18% 17
2022
Q2 		$4.92M Buy
34,018
+1,051
+3% +$174K 1.05% 19
2022
Q1 		$5.37M Buy
32,967
+2,055
+7% +$295K 0.96% 25
2021
Q4 		$3.63M Sell
30,912
-567
-2% -$64.4K 0.63% 31
2021
Q3 		$3.53M Buy
31,479
+15,000
+91% +$1.5M 0.65% 30
2021
Q2 		$1.7M Sell
16,479
-1,081
-6% -$114K 0.4% 51
2021
Q1 		$1.8M Buy
17,560
+9,882
+129% +$965K 0.46% 44
2020
Q4 		$648K Sell
7,678
-401
-5% -$32.5K 0.29% 69
2020
Q3 		$671K Sell
8,079
-7,471
-48% -$628K 0.33% 61
2020
Q2 		$1.4M Buy
+15,550
New +$1.39M 0.53% 41

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Intrua Financial's CVX Position: Q2 2026 in Review

Intrua Financial reduced its Chevron (CVX) stake by 7.3% in Q2 2026, selling an estimated $369K and leaving 25,322 shares worth $4.2M. The position accounts for 0.38% of the portfolio, ranked #46.

Intrua Financial first reported a position in CVX in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.1M in Q3 2023. 1,687 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Intrua Financial held 25,322 shares of Chevron worth $4.2M as of Q2 2026.
  • Intrua Financial sold 1,981 Chevron shares in Q2 2026, an estimated $369K.
  • Chevron made up 0.38% of Intrua Financial's portfolio in Q2 2026, its #46 holding.
  • Intrua Financial first reported a position in Chevron in Q2 2020 and has held it in 25 quarters since.
  • Intrua Financial's Chevron position peaked at $6.1M in Q3 2023.
  • 1,687 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.