NRW
CVX icon

Nova R Wealth’s Chevron CVX Stock Holding History

Nova R 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 		$771K Buy
4,654
+33
+0.7% +$6.14K 0.23% 48
2026
Q1 		$956K Buy
4,621
+45
+1% +$8.21K 0.31% 45
2025
Q4 		$697K Buy
4,576
+37
+0.8% +$5.63K 0.25% 53
2025
Q3 		$705K Sell
4,539
-422
-9% -$65.4K 0.3% 45
2025
Q2 		$710K Buy
4,961
+455
+10% +$64.1K 0.33% 46
2025
Q1 		$754K Buy
4,506
+131
+3% +$20.5K 0.37% 44
2024
Q4 		$634K Buy
4,375
+97
+2% +$14.8K 0.32% 46
2024
Q3 		$630K Buy
4,278
+35
+0.8% +$5.21K 0.31% 45
2024
Q2 		$664K Buy
4,243
+32
+0.8% +$5.1K 0.34% 45
2024
Q1 		$664K Sell
4,211
-145
-3% -$21.9K 0.35% 46
2023
Q4 		$650K Buy
4,356
+33
+0.8% +$4.99K 0.41% 42
2023
Q3 		$729K Buy
4,323
+29
+0.7% +$4.68K 0.5% 37
2023
Q2 		$676K Sell
4,294
-99
-2% -$15.9K 0.45% 39
2023
Q1 		$717K Sell
4,393
-71
-2% -$11.9K 0.48% 37
2022
Q4 		$801K Buy
4,464
+25
+0.6% +$4.36K 0.59% 33
2022
Q3 		$638K Buy
4,439
+27
+0.6% +$4.12K 0.52% 37
2022
Q2 		$639K Sell
4,412
-118
-3% -$19.5K 0.53% 34
2022
Q1 		$738K Sell
4,530
-1,909
-30% -$274K 0.63% 29
2021
Q4 		$756K Buy
+6,439
New +$731K 0.61% 31

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Nova R Wealth's CVX Position: Q2 2026 in Review

Nova R Wealth increased its Chevron (CVX) stake by 0.71% in Q2 2026, buying an estimated $6.14K and bringing the position to 4,654 shares worth $771K. The position accounts for 0.23% of the portfolio, ranked #48.

Nova R Wealth first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $956K in Q1 2026. 980 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Nova R Wealth held 4,654 shares of Chevron worth $771K as of Q2 2026.
  • Nova R Wealth bought 33 Chevron shares in Q2 2026, an estimated $6.14K.
  • Chevron made up 0.23% of Nova R Wealth's portfolio in Q2 2026, its #48 holding.
  • Nova R Wealth first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Nova R Wealth's Chevron position peaked at $956K in Q1 2026.
  • 980 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.