Invictus Private Wealth’s Chevron CVX Stock Holding History

Invictus 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	$682K	Buy	4,114 +3,136	+321%	+$584K	0.04%	54
2026 Q1	$202K	Buy	+978	New	+$178K	0.01%	83

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Invictus Private Wealth increased its Chevron (CVX) stake by 321% in Q2 2026, buying an estimated $584K and bringing the position to 4,114 shares worth $682K. The position accounts for 0.04% of the portfolio, ranked #54.

Invictus Private Wealth first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Invictus Private Wealth held 4,114 shares of Chevron worth $682K as of Q2 2026.
Invictus Private Wealth bought 3,136 Chevron shares in Q2 2026, an estimated $584K.
Chevron made up 0.04% of Invictus Private Wealth's portfolio in Q2 2026, its #54 holding.
Invictus Private Wealth first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.