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New Perspectives Inc’s Chevron CVX Stock Holding History

New Perspectives Inc’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 		$377K Hold
2,276
– – 0.12% 30
2026
Q1 		$471K Sell
2,276
-23
-1% -$4.19K 0.16% 22
2025
Q4 		$350K Buy
2,299
+2
+0.1% +$305 0.12% 26
2025
Q3 		$357K Buy
+2,297
New +$356K 0.16% 26

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

New Perspectives Inc's CVX Position: Q2 2026 in Review

New Perspectives Inc held its Chevron (CVX) position steady in Q2 2026 at 2,276 shares worth $377K. The position accounts for 0.12% of the portfolio, ranked #30.

New Perspectives Inc first reported a position in CVX in Q3 2025 and has held it in 4 quarters since. The position peaked at $471K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • New Perspectives Inc held 2,276 shares of Chevron worth $377K as of Q2 2026.
  • New Perspectives Inc left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.12% of New Perspectives Inc's portfolio in Q2 2026, its #30 holding.
  • New Perspectives Inc first reported a position in Chevron in Q3 2025 and has held it in 4 quarters since.
  • New Perspectives Inc's Chevron position peaked at $471K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.