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Optima Capital’s Chevron CVX Stock Holding History

Optima Capital’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 		$598K Buy
3,608
+459
+15% +$85.4K 0.24% 84
2026
Q1 		$652K Buy
3,149
+77
+3% +$14K 0.3% 80
2025
Q4 		$468K Buy
3,072
+114
+4% +$17.4K 0.2% 93
2025
Q3 		$459K Buy
2,958
+294
+11% +$45.5K 0.22% 94
2025
Q2 		$382K Buy
2,664
+1,078
+68% +$152K 0.21% 109
2025
Q1 		$265K Buy
1,586
+108
+7% +$16.9K 0.17% 115
2024
Q4 		$214K Buy
+1,478
New +$226K 0.15% 146

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
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
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Optima Capital's CVX Position: Q2 2026 in Review

Optima Capital increased its Chevron (CVX) stake by 15% in Q2 2026, buying an estimated $85.4K and bringing the position to 3,608 shares worth $598K. The position accounts for 0.24% of the portfolio, ranked #84.

Optima Capital first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $652K in Q1 2026. 1,421 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Optima Capital held 3,608 shares of Chevron worth $598K as of Q2 2026.
  • Optima Capital bought 459 Chevron shares in Q2 2026, an estimated $85.4K.
  • Chevron made up 0.24% of Optima Capital's portfolio in Q2 2026, its #84 holding.
  • Optima Capital first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Optima Capital's Chevron position peaked at $652K in Q1 2026.
  • 1,421 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.