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Seamount Financial Group’s Chevron CVX Stock Holding History

Seamount Financial Group’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 		$2.36M Buy
14,218
+244
+2% +$45.4K 0.95% 32
2026
Q1 		$2.89M Buy
13,974
+14
+0.1% +$2.55K 1.3% 25
2025
Q4 		$2.13M Buy
13,960
+271
+2% +$41.3K 0.97% 32
2025
Q3 		$2.13M Buy
13,689
+708
+5% +$110K 1% 31
2025
Q2 		$1.86M Buy
12,981
+6,345
+96% +$894K 0.96% 31
2025
Q1 		$1.11M Buy
6,636
+110
+2% +$17.2K 0.76% 35
2024
Q4 		$945K Buy
6,526
+101
+2% +$15.5K 0.65% 39
2024
Q3 		$946K Buy
6,425
+115
+2% +$17.1K 0.71% 36
2024
Q2 		$987K Buy
6,310
+457
+8% +$72.9K 0.81% 32
2024
Q1 		$923K Sell
5,853
-60
-1% -$9.05K 0.81% 31
2023
Q4 		$882K Buy
+5,913
New +$894K 0.84% 32

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Seamount Financial Group's CVX Position: Q2 2026 in Review

Seamount Financial Group increased its Chevron (CVX) stake by 1.7% in Q2 2026, buying an estimated $45.4K and bringing the position to 14,218 shares worth $2.36M. The position accounts for 0.95% of the portfolio, ranked #32.

Seamount Financial Group first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.89M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Seamount Financial Group held 14,218 shares of Chevron worth $2.36M as of Q2 2026.
  • Seamount Financial Group bought 244 Chevron shares in Q2 2026, an estimated $45.4K.
  • Chevron made up 0.95% of Seamount Financial Group's portfolio in Q2 2026, its #32 holding.
  • Seamount Financial Group first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Seamount Financial Group's Chevron position peaked at $2.89M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.