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PUREfi Wealth’s Chevron CVX Stock Holding History

PUREfi 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 		$619K Buy
3,737
+204
+6% +$38K 0.34% 70
2026
Q1 		$731K Buy
3,533
+94
+3% +$17.1K 0.48% 52
2025
Q4 		$524K Buy
3,439
+55
+2% +$8.38K 0.4% 66
2025
Q3 		$526K Buy
3,384
+520
+18% +$80.5K 0.4% 70
2025
Q2 		$410K Buy
2,864
+710
+33% +$100K 0.33% 83
2025
Q1 		$360K Sell
2,154
-58
-3% -$9.08K 0.36% 82
2024
Q4 		$320K Buy
+2,212
New +$339K 0.31% 91

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 22.96% 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

PUREfi Wealth's CVX Position: Q2 2026 in Review

PUREfi Wealth increased its Chevron (CVX) stake by 5.8% in Q2 2026, buying an estimated $38K and bringing the position to 3,737 shares worth $619K. The position accounts for 0.34% of the portfolio, ranked #70.

PUREfi Wealth first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $731K in Q1 2026. 2,572 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • PUREfi Wealth held 3,737 shares of Chevron worth $619K as of Q2 2026.
  • PUREfi Wealth bought 204 Chevron shares in Q2 2026, an estimated $38K.
  • Chevron made up 0.34% of PUREfi Wealth's portfolio in Q2 2026, its #70 holding.
  • PUREfi Wealth first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • PUREfi Wealth's Chevron position peaked at $731K in Q1 2026.
  • 2,572 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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