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Nautilus Advisors’s Chevron CVX Stock Holding History

Nautilus 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 		$319K Buy
1,809
+1
+0.1% +$186 0.19% 131
2026
Q1 		$374K Buy
1,808
+1
+0.1% +$182 0.26% 104
2025
Q4 		$275K Sell
1,807
-324
-15% -$49.3K 0.18% 140
2025
Q3 		$331K Sell
2,131
-130
-6% -$20.1K 0.22% 122
2025
Q2 		$324K Sell
2,261
-205
-8% -$28.9K 0.24% 118
2025
Q1 		$413K Sell
2,466
-267
-10% -$41.8K 0.34% 81
2024
Q4 		$396K Buy
+2,733
New +$418K 0.32% 85

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Nautilus Advisors's CVX Position: Q2 2026 in Review

Nautilus Advisors increased its Chevron (CVX) stake by 0.06% in Q2 2026, buying an estimated $186 and bringing the position to 1,809 shares worth $319K. The position accounts for 0.19% of the portfolio, ranked #131.

Nautilus Advisors first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $413K in Q1 2025. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Nautilus Advisors held 1,809 shares of Chevron worth $319K as of Q2 2026.
  • Nautilus Advisors bought 1 Chevron share in Q2 2026, an estimated $186.
  • Chevron made up 0.19% of Nautilus Advisors's portfolio in Q2 2026, its #131 holding.
  • Nautilus Advisors first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Nautilus Advisors's Chevron position peaked at $413K in Q1 2025.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.