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Onyx Bridge Wealth Group’s Chevron CVX Stock Holding History

Onyx Bridge Wealth 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 		$1.67M Sell
10,090
-1,262
-11% -$235K 0.15% 118
2026
Q1 		$2.35M Sell
11,352
-802
-7% -$146K 0.25% 85
2025
Q4 		$1.85M Buy
12,154
+366
+3% +$55.7K 0.2% 98
2025
Q3 		$1.83M Buy
11,788
+573
+5% +$88.7K 0.2% 91
2025
Q2 		$1.61M Sell
11,215
-283
-2% -$39.9K 0.21% 82
2025
Q1 		$1.92M Sell
11,498
-26
-0.2% -$4.07K 0.28% 67
2024
Q4 		$1.67M Sell
11,524
-553
-5% -$84.6K 0.24% 76
2024
Q3 		$1.78M Buy
12,077
+13
+0.1% +$1.94K 0.27% 73
2024
Q2 		$1.89M Sell
12,064
-109
-0.9% -$17.4K 0.31% 64
2024
Q1 		$2.02M Buy
12,173
+208
+2% +$31.4K 0.36% 54
2023
Q4 		$1.78M Sell
11,965
-841
-7% -$127K 0.36% 47
2023
Q3 		$2.16M Buy
12,806
+265
+2% +$42.8K 0.5% 38
2023
Q2 		$1.97M Buy
12,541
+299
+2% +$47.9K 0.47% 44
2023
Q1 		$2M Buy
12,242
+477
+4% +$80K 0.8% 23
2022
Q4 		$2.08M Buy
11,765
+786
+7% +$137K 0.84% 21
2022
Q3 		$1.73M Sell
10,979
-963
-8% -$147K 0.79% 19
2022
Q2 		$1.72M Buy
11,942
+669
+6% +$111K 0.77% 18
2022
Q1 		$1.76M Sell
11,273
-247
-2% -$35.4K 0.67% 18
2021
Q4 		$1.37M Buy
11,520
+594
+5% +$67.5K 0.46% 23
2021
Q3 		$1.2M Buy
10,926
+1,422
+15% +$142K 0.45% 24
2021
Q2 		$937K Buy
9,504
+378
+4% +$39.9K 0.41% 27
2021
Q1 		$956K Sell
9,126
-266
-3% -$26K 0.48% 22
2020
Q4 		$793K Buy
+9,392
New +$760K 0.52% 24

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Onyx Bridge Wealth Group's CVX Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its Chevron (CVX) stake by 11% in Q2 2026, selling an estimated $235K and leaving 10,090 shares worth $1.67M. The position accounts for 0.15% of the portfolio, ranked #118.

Onyx Bridge Wealth Group first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.35M in Q1 2026. 1,595 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Onyx Bridge Wealth Group held 10,090 shares of Chevron worth $1.67M as of Q2 2026.
  • Onyx Bridge Wealth Group sold 1,262 Chevron shares in Q2 2026, an estimated $235K.
  • Chevron made up 0.15% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #118 holding.
  • Onyx Bridge Wealth Group first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Onyx Bridge Wealth Group's Chevron position peaked at $2.35M in Q1 2026.
  • 1,595 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.