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Selective Wealth Management’s Chevron CVX Stock Holding History

Selective 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 		$300K Buy
1,601
+155
+11% +$28.8K 0.08% 110
2026
Q1 		$278K Buy
1,446
+188
+15% +$34.3K 0.08% 105
2025
Q4 		$209K Buy
+1,258
New +$192K 0.07% 102
2024
Q2 		– Sell
-1,326
Closed -$216K – 104
2024
Q1 		$216K Buy
+1,326
New +$200K 0.09% 98
2022
Q4 		$258K Sell
1,424
-146
-9% -$25.5K 0.14% 99
2022
Q3 		$226K Buy
1,570
+9
+0.6% +$1.37K 0.1% 110
2022
Q2 		$226K Sell
1,561
-50
-3% -$8.27K 0.08% 132
2022
Q1 		$262K Buy
1,611
+367
+30% +$52.6K 0.1% 107
2021
Q4 		$146K Buy
1,244
+94
+8% +$10.7K 0.06% 157
2021
Q3 		$117K Hold
1,150
– – 0.06% 156
2021
Q2 		$120K Sell
1,150
-1,286
-53% -$136K 0.1% 98
2021
Q1 		$255K Buy
2,436
+2,300
+1,691% +$225K 0.23% 47
2020
Q4 		$11K Sell
136
-95
-41% -$7.69K 0.01% 235
2020
Q3 		$17K Sell
231
-50
-18% -$4.21K 0.01% 166
2020
Q2 		$25K Buy
+281
New +$25.2K 0.02% 150

Other funds holding CVX

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

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

Selective Wealth Management increased its Chevron (CVX) stake by 11% in Q2 2026, buying an estimated $28.8K and bringing the position to 1,601 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #110.

Selective Wealth Management first reported a position in CVX in Q2 2020 and has held it in 15 quarters since. 1,817 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Selective Wealth Management held 1,601 shares of Chevron worth $300K as of Q2 2026.
  • Selective Wealth Management bought 155 Chevron shares in Q2 2026, an estimated $28.8K.
  • Chevron made up 0.08% of Selective Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Selective Wealth Management first reported a position in Chevron in Q2 2020 and has held it in 15 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.