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Novem Group’s Chevron CVX Stock Holding History

Novem Group’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 		$382K Buy
2,305
+128
+6% +$23.8K 0.04% 317
2026
Q1 		$450K Sell
2,177
-66
-3% -$12K 0.05% 285
2025
Q4 		$342K Sell
2,243
-6,645
-75% -$1.01M 0.04% 314
2025
Q3 		$1.38M Buy
8,888
+6,743
+314% +$1.04M 0.16% 114
2025
Q2 		$307K Sell
2,145
-872
-29% -$123K 0.04% 315
2025
Q1 		$505K Sell
3,017
-4,796
-61% -$751K 0.07% 227
2024
Q4 		$1.13M Buy
+7,813
New +$1.2M 0.16% 108

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

Novem Group's CVX Position: Q2 2026 in Review

Novem Group increased its Chevron (CVX) stake by 5.9% in Q2 2026, buying an estimated $23.8K and bringing the position to 2,305 shares worth $382K. The position accounts for 0.04% of the portfolio, ranked #317.

Novem Group first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q3 2025. 2,472 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Novem Group held 2,305 shares of Chevron worth $382K as of Q2 2026.
  • Novem Group bought 128 Chevron shares in Q2 2026, an estimated $23.8K.
  • Chevron made up 0.04% of Novem Group's portfolio in Q2 2026, its #317 holding.
  • Novem Group first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Novem Group's Chevron position peaked at $1.38M in Q3 2025.
  • 2,472 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.