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Olistico Wealth’s Chevron CVX Stock Holding History

Olistico 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 		$763K Hold
4,605
– – 0.33% 57
2026
Q1 		$953K Buy
4,605
+648
+16% +$118K 0.47% 49
2025
Q4 		$603K Buy
3,957
+625
+19% +$95.2K 0.29% 57
2025
Q3 		$517K Sell
3,332
-88
-3% -$13.6K 0.27% 58
2025
Q2 		$490K Sell
3,420
-59
-2% -$8.32K 0.27% 59
2025
Q1 		$582K Sell
3,479
-14
-0.4% -$2.19K 0.36% 52
2024
Q4 		$506K Buy
3,493
+1
+0% +$153 0.29% 58
2024
Q3 		$514K Sell
3,492
-61
-2% -$9.08K 0.31% 60
2024
Q2 		$556K Hold
3,553
– – 0.35% 55
2024
Q1 		$560K Buy
3,553
+973
+38% +$147K 0.4% 54
2023
Q4 		$385K Sell
2,580
-68
-3% -$10.3K 0.3% 76
2023
Q3 		$447K Sell
2,648
-82
-3% -$13.2K 0.4% 64
2023
Q2 		$430K Buy
+2,730
New +$438K 0.37% 67
2023
Q1 		– Sell
-1,312
Closed -$236K – 101
2022
Q4 		$236K Buy
+1,312
New +$229K 0.26% 87

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Olistico Wealth's CVX Position: Q2 2026 in Review

Olistico Wealth held its Chevron (CVX) position steady in Q2 2026 at 4,605 shares worth $763K. The position accounts for 0.33% of the portfolio, ranked #57.

Olistico Wealth first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $953K in Q1 2026. 772 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Olistico Wealth held 4,605 shares of Chevron worth $763K as of Q2 2026.
  • Olistico Wealth left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.33% of Olistico Wealth's portfolio in Q2 2026, its #57 holding.
  • Olistico Wealth first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • Olistico Wealth's Chevron position peaked at $953K in Q1 2026.
  • 772 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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