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Juncture Wealth Strategies’s Chevron CVX Stock Holding History

Juncture Wealth Strategies’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 		$988K Sell
5,962
-964
-14% -$179K 0.26% 65
2026
Q1 		$1.43M Sell
6,926
-525
-7% -$95.7K 0.48% 41
2025
Q4 		$1.14M Buy
7,451
+1,096
+17% +$167K 0.37% 47
2025
Q3 		$987K Buy
6,355
+1,889
+42% +$293K 0.33% 50
2025
Q2 		$639K Buy
4,466
+343
+8% +$48.4K 0.23% 58
2025
Q1 		$690K Buy
4,123
+228
+6% +$35.7K 0.27% 64
2024
Q4 		$564K Buy
3,895
+1,392
+56% +$213K 0.21% 67
2024
Q3 		$369K Buy
2,503
+750
+43% +$112K 0.14% 88
2024
Q2 		$274K Sell
1,753
-95
-5% -$15.1K 0.11% 88
2024
Q1 		$291K Sell
1,848
-62
-3% -$9.36K 0.13% 88
2023
Q4 		$285K Sell
1,910
-176
-8% -$26.6K 0.13% 91
2023
Q3 		$352K Sell
2,086
-5
-0.2% -$808 0.17% 98
2023
Q2 		$329K Sell
2,091
-204
-9% -$32.7K 0.15% 101
2023
Q1 		$374K Sell
2,295
-455
-17% -$76.3K 0.18% 90
2022
Q4 		$494K Buy
2,750
+49
+2% +$8.55K 0.24% 73
2022
Q3 		$388K Buy
2,701
+735
+37% +$112K 0.19% 80
2022
Q2 		$285K Buy
+1,966
New +$325K 0.14% 95

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Juncture Wealth Strategies's CVX Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Chevron (CVX) stake by 14% in Q2 2026, selling an estimated $179K and leaving 5,962 shares worth $988K. The position accounts for 0.26% of the portfolio, ranked #65.

Juncture Wealth Strategies first reported a position in CVX in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.43M in Q1 2026. 1,543 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Juncture Wealth Strategies held 5,962 shares of Chevron worth $988K as of Q2 2026.
  • Juncture Wealth Strategies sold 964 Chevron shares in Q2 2026, an estimated $179K.
  • Chevron made up 0.26% of Juncture Wealth Strategies's portfolio in Q2 2026, its #65 holding.
  • Juncture Wealth Strategies first reported a position in Chevron in Q2 2022 and has held it in 17 quarters since.
  • Juncture Wealth Strategies's Chevron position peaked at $1.43M in Q1 2026.
  • 1,543 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.