Orca Wealth Management’s Chevron CVX Stock Holding History

Orca Wealth Management’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	$2.34M	Sell	14,122 -48	-0.3%	-$8.93K	1.4%	22
2026 Q1	$2.93M	Buy	14,170 +46	+0.3%	+$8.39K	2.09%	15
2025 Q4	$2.49M	Buy	14,124 +29	+0.2%	+$4.42K	1.78%	18
2025 Q3	$2.19M	Sell	14,095 -77	-0.5%	-$11.9K	1.66%	22
2025 Q2	$2.03M	Sell	14,172 -71	-0.5%	-$10K	1.71%	20
2025 Q1	$2.38M	Sell	14,243 -2	-0%	-$313	2.13%	14
2024 Q4	$2.06M	Buy	+14,245	New	+$2.18M	1.86%	15

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Orca Wealth Management's CVX Position: Q2 2026 in Review

Orca Wealth Management reduced its Chevron (CVX) stake by 0.34% in Q2 2026, selling an estimated $8.93K and leaving 14,122 shares worth $2.34M. The position accounts for 1.4% of the portfolio, ranked #22.

Orca Wealth Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.93M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Orca Wealth Management held 14,122 shares of Chevron worth $2.34M as of Q2 2026.
Orca Wealth Management sold 48 Chevron shares in Q2 2026, an estimated $8.93K.
Chevron made up 1.4% of Orca Wealth Management's portfolio in Q2 2026, its #22 holding.
Orca Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
Orca Wealth Management's Chevron position peaked at $2.93M in Q1 2026.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.