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Realta Investment Advisors’s Chevron CVX Stock Holding History

Realta Investment Advisors’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 		$349K Sell
2,108
-6,337
-75% -$1.18M 0.11% 161
2026
Q1 		$1.75M Buy
8,445
+5,568
+194% +$1.02M 0.61% 42
2025
Q4 		$438K Sell
2,877
-291
-9% -$44.3K 0.14% 135
2025
Q3 		$492K Sell
3,168
-215
-6% -$33.3K 0.16% 123
2025
Q2 		$484K Sell
3,383
-4,225
-56% -$596K 0.19% 116
2025
Q1 		$1.27M Sell
7,608
-1,909
-20% -$299K 0.58% 43
2024
Q4 		$1.41M Sell
9,517
-255
-3% -$39K 0.58% 43
2024
Q3 		$1.48M Sell
9,772
-7,607
-44% -$1.13M 0.68% 37
2024
Q2 		$2.72M Buy
17,379
+858
+5% +$137K 0.53% 32
2024
Q1 		$2.61M Sell
16,521
-158
-0.9% -$23.8K 0.54% 34
2023
Q4 		$2.49M Buy
16,679
+693
+4% +$105K 0.56% 29
2023
Q3 		$2.52M Sell
15,986
-772
-5% -$125K 0.58% 27
2023
Q2 		$2.64M Sell
16,758
-2,086
-11% -$334K 0.58% 24
2023
Q1 		$3.07M Buy
18,844
+475
+3% +$79.6K 0.75% 18
2022
Q4 		$3.3M Buy
18,369
+5,149
+39% +$899K 0.8% 16
2022
Q3 		$1.9M Sell
13,220
-208
-2% -$31.7K 0.5% 39
2022
Q2 		$1.97M Sell
13,428
-592
-4% -$97.9K 0.48% 41
2022
Q1 		$2.28M Buy
14,020
+2,947
+27% +$423K 0.45% 39
2021
Q4 		$1.3M Buy
11,073
+1,198
+12% +$136K 0.29% 80
2021
Q3 		$1M Sell
9,875
-76
-0.8% -$7.58K 0.24% 102
2021
Q2 		$1.04M Sell
9,951
-177
-2% -$18.7K 0.25% 102
2021
Q1 		$1.06M Sell
10,128
-249
-2% -$24.3K 0.28% 92
2020
Q4 		$876K Sell
10,377
-1,822
-15% -$148K 0.25% 95
2020
Q3 		$878K Buy
12,199
+2,476
+25% +$208K 0.29% 81
2020
Q2 		$868K Buy
9,723
+239
+3% +$21.4K 0.29% 85
2020
Q1 		$687K Sell
9,484
-285
-3% -$28.2K 0.3% 85
2019
Q4 		$1.14M Sell
9,769
-494
-5% -$58.2K 0.31% 58
2019
Q3 		$1.22M Sell
10,263
-166
-2% -$20.2K 0.33% 51
2019
Q2 		$1.29M Buy
10,429
+5,168
+98% +$625K 0.36% 50
2019
Q1 		$648K Buy
+5,261
New +$622K 0.3% 102

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Realta Investment Advisors's CVX Position: Q2 2026 in Review

Realta Investment Advisors reduced its Chevron (CVX) stake by 75% in Q2 2026, selling an estimated $1.18M and leaving 2,108 shares worth $349K. The position accounts for 0.11% of the portfolio, ranked #161.

Realta Investment Advisors first reported a position in CVX in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.3M in Q4 2022. 2,618 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Realta Investment Advisors held 2,108 shares of Chevron worth $349K as of Q2 2026.
  • Realta Investment Advisors sold 6,337 Chevron shares in Q2 2026, an estimated $1.18M.
  • Chevron made up 0.11% of Realta Investment Advisors's portfolio in Q2 2026, its #161 holding.
  • Realta Investment Advisors first reported a position in Chevron in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's Chevron position peaked at $3.3M in Q4 2022.
  • 2,618 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.