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Purus Wealth Management’s Chevron CVX Stock Holding History

Purus 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 		$801K Buy
4,832
+37
+0.8% +$6.89K 0.22% 79
2026
Q1 		$992K Sell
4,795
-147
-3% -$26.8K 0.32% 63
2025
Q4 		$753K Buy
4,942
+75
+2% +$11.4K 0.23% 74
2025
Q3 		$756K Buy
4,867
+80
+2% +$12.4K 0.24% 70
2025
Q2 		$685K Buy
4,787
+953
+25% +$134K 0.24% 71
2025
Q1 		$641K Buy
3,834
+32
+0.8% +$5.01K 0.27% 65
2024
Q4 		$551K Sell
3,802
-149
-4% -$22.8K 0.22% 66
2024
Q3 		$582K Buy
3,951
+152
+4% +$22.6K 0.25% 60
2024
Q2 		$594K Buy
3,799
+31
+0.8% +$4.94K 0.26% 58
2024
Q1 		$594K Buy
3,768
+212
+6% +$32K 0.29% 57
2023
Q4 		$530K Buy
3,556
+271
+8% +$41K 0.31% 61
2023
Q3 		$554K Buy
3,285
+56
+2% +$9.04K 0.37% 55
2023
Q2 		$508K Buy
3,229
+27
+0.8% +$4.33K 0.33% 60
2023
Q1 		$522K Buy
3,202
+27
+0.9% +$4.53K 0.41% 58
2022
Q4 		$570K Sell
3,175
-7
-0.2% -$1.22K 0.52% 46
2022
Q3 		$457K Sell
3,182
-5
-0.2% -$763 0.42% 58
2022
Q2 		$461K Buy
3,187
+7
+0.2% +$1.16K 0.41% 60
2022
Q1 		$518K Buy
3,180
+23
+0.7% +$3.3K 0.36% 66
2021
Q4 		$371K Buy
3,157
+72
+2% +$8.18K 0.23% 75
2021
Q3 		$313K Sell
3,085
-82
-3% -$8.18K 0.22% 73
2021
Q2 		$332K Buy
3,167
+280
+10% +$29.6K 0.24% 67
2021
Q1 		$302K Buy
+2,887
New +$282K 0.25% 65

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

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

Purus Wealth Management increased its Chevron (CVX) stake by 0.77% in Q2 2026, buying an estimated $6.89K and bringing the position to 4,832 shares worth $801K. The position accounts for 0.22% of the portfolio, ranked #79.

Purus Wealth Management first reported a position in CVX in Q1 2021 and has held it in 22 quarters since. The position peaked at $992K in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Purus Wealth Management held 4,832 shares of Chevron worth $801K as of Q2 2026.
  • Purus Wealth Management bought 37 Chevron shares in Q2 2026, an estimated $6.89K.
  • Chevron made up 0.22% of Purus Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Purus Wealth Management first reported a position in Chevron in Q1 2021 and has held it in 22 quarters since.
  • Purus Wealth Management's Chevron position peaked at $992K in Q1 2026.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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