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National Wealth Management Group’s Chevron CVX Stock Holding History

National Wealth Management Group’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 		– Sell
-1,156
Closed -$239K – 230
2026
Q1 		$239K Buy
+1,156
New +$211K 0.09% 189
2025
Q4 		– Sell
-1,429
Closed -$222K – 255
2025
Q3 		$222K Buy
+1,429
New +$221K 0.08% 216

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

National Wealth Management Group's CVX Position: Q2 2026 in Review

National Wealth Management Group sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,156 shares — an estimated $239K sold.

National Wealth Management Group first reported a position in CVX in Q3 2025 and held it in 2 quarters. The position peaked at $239K in Q1 2026. 1,262 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • National Wealth Management Group reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • National Wealth Management Group sold 1,156 Chevron shares in Q2 2026, an estimated $239K.
  • National Wealth Management Group first reported a position in Chevron in Q3 2025 and held it in 2 quarters.
  • National Wealth Management Group's Chevron position peaked at $239K in Q1 2026.
  • 1,262 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.