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Proathlete Wealth Management’s Chevron CVX Stock Holding History

Proathlete 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 		$162K Hold
978
– – 0.04% 79
2026
Q1 		$202K Hold
978
– – 0.06% 63
2025
Q4 		$149K Buy
978
+28
+3% +$4.26K 0.04% 80
2025
Q3 		$148K Hold
950
– – 0.04% 73
2025
Q2 		$136K Hold
950
– – 0.04% 72
2025
Q1 		$159K Buy
+950
New +$149K 0.06% 67

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 22.94% 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

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

Proathlete Wealth Management held its Chevron (CVX) position steady in Q2 2026 at 978 shares worth $162K. The position accounts for 0.04% of the portfolio, ranked #79.

Proathlete Wealth Management first reported a position in CVX in Q1 2025 and has held it in 6 quarters since. The position peaked at $202K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Proathlete Wealth Management held 978 shares of Chevron worth $162K as of Q2 2026.
  • Proathlete Wealth Management left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.04% of Proathlete Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Proathlete Wealth Management first reported a position in Chevron in Q1 2025 and has held it in 6 quarters since.
  • Proathlete Wealth Management's Chevron position peaked at $202K in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.