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Omni 360 Wealth’s Chevron CVX Stock Holding History

Omni 360 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 		$380K Hold
2,294
– – 0.18% 98
2026
Q1 		$475K Hold
2,294
– – 0.24% 82
2025
Q4 		$384K Hold
2,294
– – 0.2% 93
2025
Q3 		$356K Sell
2,294
-5
-0.2% -$774 0.2% 89
2025
Q2 		$329K Sell
2,299
-1
-0% -$141 0.2% 90
2025
Q1 		$385K Sell
2,300
-109
-5% -$17.1K 0.26% 76
2024
Q4 		$349K Sell
2,409
-178
-7% -$27.2K 0.23% 81
2024
Q3 		$381K Sell
2,587
-11
-0.4% -$1.64K 0.26% 80
2024
Q2 		$406K Buy
2,598
+27
+1% +$4.3K 0.31% 75
2024
Q1 		$406K Buy
2,571
+28
+1% +$4.22K 0.34% 70
2023
Q4 		$379K Buy
+2,543
New +$385K 0.35% 65

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

Omni 360 Wealth's CVX Position: Q2 2026 in Review

Omni 360 Wealth held its Chevron (CVX) position steady in Q2 2026 at 2,294 shares worth $380K. The position accounts for 0.18% of the portfolio, ranked #98.

Omni 360 Wealth first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $475K in Q1 2026. 2,448 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Omni 360 Wealth held 2,294 shares of Chevron worth $380K as of Q2 2026.
  • Omni 360 Wealth left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.18% of Omni 360 Wealth's portfolio in Q2 2026, its #98 holding.
  • Omni 360 Wealth first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Omni 360 Wealth's Chevron position peaked at $475K in Q1 2026.
  • 2,448 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.