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OpenArc Corporate Advisory’s Chevron CVX Stock Holding History

OpenArc Corporate Advisory’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 		$4.07M Sell
24,568
-239
-1% -$44.5K 0.05% 179
2026
Q1 		$5.13M Buy
24,807
+4,337
+21% +$791K 0.07% 148
2025
Q4 		$3.12M Buy
+20,470
New +$3.12M 0.05% 177

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

OpenArc Corporate Advisory's CVX Position: Q2 2026 in Review

OpenArc Corporate Advisory reduced its Chevron (CVX) stake by 0.96% in Q2 2026, selling an estimated $44.5K and leaving 24,568 shares worth $4.07M. The position accounts for 0.05% of the portfolio, ranked #179.

OpenArc Corporate Advisory first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.13M in Q1 2026. 2,475 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • OpenArc Corporate Advisory held 24,568 shares of Chevron worth $4.07M as of Q2 2026.
  • OpenArc Corporate Advisory sold 239 Chevron shares in Q2 2026, an estimated $44.5K.
  • Chevron made up 0.05% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #179 holding.
  • OpenArc Corporate Advisory first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • OpenArc Corporate Advisory's Chevron position peaked at $5.13M in Q1 2026.
  • 2,475 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.