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Petros Family Wealth’s Chevron CVX Stock Holding History

Petros Family Wealth’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 		– Sell
-2,454
Closed -$508K – 136
2026
Q1 		$508K Buy
+2,454
New +$447K 0.36% 60
2025
Q2 		– Sell
-1,578
Closed -$264K – 134
2025
Q1 		$264K Buy
1,578
+4
+0.3% +$626 0.29% 97
2024
Q4 		$228K Buy
+1,574
New +$241K 0.25% 110

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

Petros Family Wealth's CVX Position: Q2 2026 in Review

Petros Family Wealth sold out of Chevron (CVX) in Q2 2026, closing a stake of 2,454 shares — an estimated $508K sold.

Petros Family Wealth first reported a position in CVX in Q4 2024 and held it in 3 quarters. The position peaked at $508K in Q1 2026. 1,542 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Petros Family Wealth reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Petros Family Wealth sold 2,454 Chevron shares in Q2 2026, an estimated $508K.
  • Petros Family Wealth first reported a position in Chevron in Q4 2024 and held it in 3 quarters.
  • Petros Family Wealth's Chevron position peaked at $508K in Q1 2026.
  • 1,542 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.