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Raleigh Capital Management’s Chevron CVX Stock Holding History

Raleigh 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 		$2.08M Sell
12,553
-4,023
-24% -$749K 0.66% 45
2026
Q1 		$3.43M Buy
16,576
+2,011
+14% +$367K 1.18% 15
2025
Q4 		$2.22M Buy
14,565
+707
+5% +$108K 0.81% 34
2025
Q3 		$2.15M Buy
13,858
+406
+3% +$62.9K 0.82% 34
2025
Q2 		$1.93M Buy
13,452
+432
+3% +$60.9K 0.81% 35
2025
Q1 		$2.18M Sell
13,020
-1,157
-8% -$181K 0.99% 19
2024
Q4 		$2.05M Buy
14,177
+4,277
+43% +$655K 0.79% 29
2024
Q3 		$1.46M Sell
9,900
-4,955
-33% -$738K 0.56% 56
2024
Q2 		$2.32M Sell
14,855
-112
-0.7% -$17.9K 0.99% 18
2024
Q1 		$2.36M Buy
14,967
+948
+7% +$143K 1.02% 17
2023
Q4 		$2.09M Sell
14,019
-137
-1% -$20.7K 0.97% 24
2023
Q3 		$2.39M Buy
14,156
+4,032
+40% +$651K 1.22% 14
2023
Q2 		$1.59M Buy
10,124
+2,453
+32% +$393K 0.79% 41
2023
Q1 		$1.25M Buy
7,671
+640
+9% +$107K 0.62% 55
2022
Q4 		$1.26M Sell
7,031
-4,936
-41% -$861K 0.66% 47
2022
Q3 		$1.72M Buy
11,967
+1,576
+15% +$240K 1.01% 31
2022
Q2 		$1.51M Sell
10,391
-3,114
-23% -$515K 0.86% 35
2022
Q1 		$2.2M Buy
13,505
+13,363
+9,411% +$1.92M 1.19% 12
2021
Q4 		$17K Buy
+142
New +$16.1K 0.02% 170

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

Raleigh Capital Management's CVX Position: Q2 2026 in Review

Raleigh Capital Management reduced its Chevron (CVX) stake by 24% in Q2 2026, selling an estimated $749K and leaving 12,553 shares worth $2.08M. The position accounts for 0.66% of the portfolio, ranked #45.

Raleigh Capital Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.43M in Q1 2026. 2,574 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Raleigh Capital Management held 12,553 shares of Chevron worth $2.08M as of Q2 2026.
  • Raleigh Capital Management sold 4,023 Chevron shares in Q2 2026, an estimated $749K.
  • Chevron made up 0.66% of Raleigh Capital Management's portfolio in Q2 2026, its #45 holding.
  • Raleigh Capital Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Raleigh Capital Management's Chevron position peaked at $3.43M in Q1 2026.
  • 2,574 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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