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North Capital’s Chevron CVX Stock Holding History

North Capital’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
-1,152
Closed -$238K – 103
2026
Q1 		$238K Buy
+1,152
New +$210K 0.2% 81
2025
Q4 		– Sell
-828
Closed -$129K – 223
2025
Q3 		$129K Buy
828
+251
+44% +$38.9K 0.1% 122
2025
Q2 		$82.6K Sell
577
-17
-3% -$2.4K 0.07% 155
2025
Q1 		$99.4K Buy
+594
New +$93K 0.09% 135

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 22.96% 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

North Capital's CVX Position: Q2 2026 in Review

North Capital sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,152 shares — an estimated $238K sold.

North Capital first reported a position in CVX in Q1 2025 and held it in 4 quarters. The position peaked at $238K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • North Capital reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • North Capital sold 1,152 Chevron shares in Q2 2026, an estimated $238K.
  • North Capital first reported a position in Chevron in Q1 2025 and held it in 4 quarters.
  • North Capital's Chevron position peaked at $238K in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on North Capital's 13F filing for Q2 2026, filed 14 Jul 2026.