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Rockport Wealth’s Chevron CVX Stock Holding History

Rockport 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 		$280K Buy
1,688
+80
+5% +$14.9K 0.05% 92
2026
Q1 		$333K Buy
1,608
+33
+2% +$6.02K 0.06% 76
2025
Q4 		$240K Buy
+1,575
New +$240K 0.05% 86

Other funds holding CVX

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 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Rockport Wealth's CVX Position: Q2 2026 in Review

Rockport Wealth increased its Chevron (CVX) stake by 5% in Q2 2026, buying an estimated $14.9K and bringing the position to 1,688 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #92.

Rockport Wealth first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $333K in Q1 2026. 2,097 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Rockport Wealth held 1,688 shares of Chevron worth $280K as of Q2 2026.
  • Rockport Wealth bought 80 Chevron shares in Q2 2026, an estimated $14.9K.
  • Chevron made up 0.05% of Rockport Wealth's portfolio in Q2 2026, its #92 holding.
  • Rockport Wealth first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Rockport Wealth's Chevron position peaked at $333K in Q1 2026.
  • 2,097 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.