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Optivise Advisory Services’s Chevron CVX Stock Holding History

Optivise Advisory Services’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 		$207K Sell
1,248
-46
-4% -$8.56K 0.11% 215
2026
Q1 		$268K Buy
+1,294
New +$236K 0.16% 144
2025
Q2 		– Sell
-1,641
Closed -$274K – 211
2025
Q1 		$274K Buy
1,641
+160
+11% +$25K 0.15% 136
2024
Q4 		$215K Sell
1,481
-249
-14% -$38.1K 0.12% 164
2024
Q3 		$255K Sell
1,730
-841
-33% -$125K 0.13% 139
2024
Q2 		$402K Buy
+2,571
New +$410K 0.22% 99

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

Optivise Advisory Services's CVX Position: Q2 2026 in Review

Optivise Advisory Services reduced its Chevron (CVX) stake by 3.6% in Q2 2026, selling an estimated $8.56K and leaving 1,248 shares worth $207K. The position accounts for 0.11% of the portfolio, ranked #215.

Optivise Advisory Services first reported a position in CVX in Q2 2024 and has held it in 6 quarters since. The position peaked at $402K in Q2 2024. 1,472 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Optivise Advisory Services held 1,248 shares of Chevron worth $207K as of Q2 2026.
  • Optivise Advisory Services sold 46 Chevron shares in Q2 2026, an estimated $8.56K.
  • Chevron made up 0.11% of Optivise Advisory Services's portfolio in Q2 2026, its #215 holding.
  • Optivise Advisory Services first reported a position in Chevron in Q2 2024 and has held it in 6 quarters since.
  • Optivise Advisory Services's Chevron position peaked at $402K in Q2 2024.
  • 1,472 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.