Invera Wealth Advisors’s Chevron CVX Stock Holding History

Invera Wealth Advisors’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	$980K	Buy	5,911 +316	+6%	+$58.8K	0.53%	52
2026 Q1	$1.16M	Hold	5,595	–	–	0.74%	44
2025 Q4	$853K	Hold	5,595	–	–	0.54%	56
2025 Q3	$869K	Hold	5,595	–	–	0.54%	60
2025 Q2	$801K	Sell	5,595 -539	-9%	-$76K	0.52%	61
2025 Q1	$1.03M	Buy	+6,134	New	+$960K	0.66%	55
2024 Q1	–	Sell	-7,717	Closed	-$1.15M	–	67
2023 Q4	$1.15M	Buy	+7,717	New	+$1.17M	0.72%	45

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Invera Wealth Advisors's CVX Position: Q2 2026 in Review

Invera Wealth Advisors increased its Chevron (CVX) stake by 5.6% in Q2 2026, buying an estimated $58.8K and bringing the position to 5,911 shares worth $980K. The position accounts for 0.53% of the portfolio, ranked #52.

Invera Wealth Advisors first reported a position in CVX in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.16M in Q1 2026. 1,817 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Invera Wealth Advisors held 5,911 shares of Chevron worth $980K as of Q2 2026.
Invera Wealth Advisors bought 316 Chevron shares in Q2 2026, an estimated $58.8K.
Chevron made up 0.53% of Invera Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Invera Wealth Advisors first reported a position in Chevron in Q4 2023 and has held it in 7 quarters since.
Invera Wealth Advisors's Chevron position peaked at $1.16M in Q1 2026.
1,817 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.