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Revisor Wealth Management’s Chevron CVX Stock Holding History

Revisor 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 		$692K Buy
4,177
+69
+2% +$12.8K 0.17% 149
2026
Q1 		$844K Sell
4,108
-164
-4% -$29.9K 0.23% 114
2025
Q4 		$708K Sell
4,272
-123
-3% -$18.7K 0.19% 122
2025
Q3 		$669K Buy
4,395
+615
+16% +$95.2K 0.23% 95
2025
Q2 		$584K Buy
3,780
+235
+7% +$33.1K 0.21% 109
2025
Q1 		$593K Buy
3,545
+1,567
+79% +$245K 0.26% 77
2024
Q4 		$289K Sell
1,978
-1,001
-34% -$153K 0.27% 77
2024
Q3 		$439K Buy
2,979
+127
+4% +$18.9K 0.27% 80
2024
Q2 		$446K Sell
2,852
-1,928
-40% -$307K 0.31% 66
2024
Q1 		$734K Buy
4,780
+2,135
+81% +$322K 0.33% 67
2023
Q4 		$394K Sell
2,645
-2,315
-47% -$350K 0.45% 47
2023
Q3 		$836K Buy
4,960
+3,224
+186% +$521K 0.71% 29
2023
Q2 		$273K Buy
1,736
+45
+3% +$7.21K 0.25% 123
2023
Q1 		$276K Buy
+1,691
New +$284K 0.25% 116

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

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

Revisor Wealth Management increased its Chevron (CVX) stake by 1.7% in Q2 2026, buying an estimated $12.8K and bringing the position to 4,177 shares worth $692K. The position accounts for 0.17% of the portfolio, ranked #149.

Revisor Wealth Management first reported a position in CVX in Q1 2023 and has held it in 14 quarters since. The position peaked at $844K in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Revisor Wealth Management held 4,177 shares of Chevron worth $692K as of Q2 2026.
  • Revisor Wealth Management bought 69 Chevron shares in Q2 2026, an estimated $12.8K.
  • Chevron made up 0.17% of Revisor Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Revisor Wealth Management first reported a position in Chevron in Q1 2023 and has held it in 14 quarters since.
  • Revisor Wealth Management's Chevron position peaked at $844K in Q1 2026.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.