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Rainier Family Wealth’s Chevron CVX Stock Holding History

Rainier 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 		$1.05M Buy
6,314
+266
+4% +$49.5K 0.6% 41
2026
Q1 		$1.25M Buy
6,048
+1,183
+24% +$216K 0.84% 37
2025
Q4 		$741K Buy
4,865
+666
+16% +$101K 0.56% 40
2025
Q3 		$652K Buy
4,199
+1,812
+76% +$281K 0.58% 40
2025
Q2 		$342K Buy
2,387
+194
+9% +$27.3K 0.34% 56
2025
Q1 		$367K Hold
2,193
– – 0.43% 50
2024
Q4 		$318K Buy
+2,193
New +$336K 0.38% 55

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

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

Rainier Family Wealth increased its Chevron (CVX) stake by 4.4% in Q2 2026, buying an estimated $49.5K and bringing the position to 6,314 shares worth $1.05M. The position accounts for 0.6% of the portfolio, ranked #41.

Rainier Family Wealth first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.25M in Q1 2026. 2,606 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Rainier Family Wealth held 6,314 shares of Chevron worth $1.05M as of Q2 2026.
  • Rainier Family Wealth bought 266 Chevron shares in Q2 2026, an estimated $49.5K.
  • Chevron made up 0.6% of Rainier Family Wealth's portfolio in Q2 2026, its #41 holding.
  • Rainier Family Wealth first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Rainier Family Wealth's Chevron position peaked at $1.25M in Q1 2026.
  • 2,606 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Rainier Family Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.