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Nova Wealth Management’s Chevron CVX Stock Holding History

Nova Wealth Management’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 		$75.1K Sell
453
-51
-10% -$9.49K 0.04% 192
2026
Q1 		$104K Buy
504
+192
+62% +$35K 0.07% 165
2025
Q4 		$47.5K Sell
312
-20
-6% -$3.05K 0.03% 205
2025
Q3 		$51.5K Buy
332
+15
+5% +$2.32K 0.04% 201
2025
Q2 		$45.4K Sell
317
-149
-32% -$21K 0.03% 213
2025
Q1 		$78K Buy
466
+236
+103% +$36.9K 0.07% 167
2024
Q4 		$33.3K Buy
+230
New +$35.2K 0.03% 195

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

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

Nova Wealth Management reduced its Chevron (CVX) stake by 10% in Q2 2026, selling an estimated $9.49K and leaving 453 shares worth $75.1K. The position accounts for 0.04% of the portfolio, ranked #192.

Nova Wealth Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $104K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Nova Wealth Management held 453 shares of Chevron worth $75.1K as of Q2 2026.
  • Nova Wealth Management sold 51 Chevron shares in Q2 2026, an estimated $9.49K.
  • Chevron made up 0.04% of Nova Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Nova Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's Chevron position peaked at $104K in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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