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Members Wealth’s Chevron CVX Stock Holding History

Members 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 		$235K Sell
1,418
-246
-15% -$45.8K 0.13% 111
2026
Q1 		$310K Buy
1,664
+30
+2% +$5.47K 0.19% 83
2025
Q4 		$274K Buy
1,634
+5
+0.3% +$762 0.17% 87
2025
Q3 		$252K Buy
+1,629
New +$252K 0.16% 85
2025
Q1 		$367K Sell
2,194
-39
-2% -$6.11K 0.28% 68
2024
Q4 		$346K Buy
+2,233
New +$342K 0.26% 74
2024
Q2 		$274K Buy
+1,790
New +$285K 0.18% 84

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
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
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)
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

Members Wealth's CVX Position: Q2 2026 in Review

Members Wealth reduced its Chevron (CVX) stake by 15% in Q2 2026, selling an estimated $45.8K and leaving 1,418 shares worth $235K. The position accounts for 0.13% of the portfolio, ranked #111.

Members Wealth first reported a position in CVX in Q2 2024 and has held it in 7 quarters since. The position peaked at $367K in Q1 2025. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Members Wealth held 1,418 shares of Chevron worth $235K as of Q2 2026.
  • Members Wealth sold 246 Chevron shares in Q2 2026, an estimated $45.8K.
  • Chevron made up 0.13% of Members Wealth's portfolio in Q2 2026, its #111 holding.
  • Members Wealth first reported a position in Chevron in Q2 2024 and has held it in 7 quarters since.
  • Members Wealth's Chevron position peaked at $367K in Q1 2025.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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