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Processus Wealth & Capital Management’s Chevron CVX Stock Holding History

Processus Wealth & Capital 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 		$1.9M Sell
11,444
-612
-5% -$114K 1.12% 27
2026
Q1 		$2.49M Buy
12,056
+528
+5% +$96.3K 1.69% 24
2025
Q4 		$1.76M Buy
11,528
+462
+4% +$70.4K 1.16% 28
2025
Q3 		$1.72M Buy
11,066
+1,281
+13% +$198K 1.23% 28
2025
Q2 		$1.4M Buy
9,785
+813
+9% +$115K 1.11% 28
2025
Q1 		$1.5M Buy
8,972
+168
+2% +$26.3K 1.28% 27
2024
Q4 		$1.28M Buy
8,804
+77
+0.9% +$11.8K 1.02% 31
2024
Q3 		$1.29M Sell
8,727
-206
-2% -$30.7K 1.06% 31
2024
Q2 		$1.4M Buy
8,933
+214
+2% +$34.1K 1.16% 30
2024
Q1 		$1.38M Buy
8,719
+715
+9% +$108K 1.22% 29
2023
Q4 		$1.19M Buy
+8,004
New +$1.21M 1.19% 31

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

Processus Wealth & Capital Management's CVX Position: Q2 2026 in Review

Processus Wealth & Capital Management reduced its Chevron (CVX) stake by 5.1% in Q2 2026, selling an estimated $114K and leaving 11,444 shares worth $1.9M. The position accounts for 1.12% of the portfolio, ranked #27.

Processus Wealth & Capital Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.49M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Processus Wealth & Capital Management held 11,444 shares of Chevron worth $1.9M as of Q2 2026.
  • Processus Wealth & Capital Management sold 612 Chevron shares in Q2 2026, an estimated $114K.
  • Chevron made up 1.12% of Processus Wealth & Capital Management's portfolio in Q2 2026, its #27 holding.
  • Processus Wealth & Capital Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Processus Wealth & Capital Management's Chevron position peaked at $2.49M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.