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Sky-Mountain Capital Management’s Chevron CVX Stock Holding History

Sky-Mountain Capital 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 		$424K Hold
2,559
– – 0.3% 30
2026
Q1 		$529K Hold
2,559
– – 0.38% 25
2025
Q4 		$429K Hold
2,559
– – 0.29% 26
2025
Q3 		$398K Hold
2,559
– – 0.28% 28
2025
Q2 		$392K Hold
2,559
– – 0.26% 28
2025
Q1 		$428K Buy
+2,559
New +$401K 0.36% 24

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Sky-Mountain Capital Management's CVX Position: Q2 2026 in Review

Sky-Mountain Capital Management held its Chevron (CVX) position steady in Q2 2026 at 2,559 shares worth $424K. The position accounts for 0.3% of the portfolio, ranked #30.

Sky-Mountain Capital Management first reported a position in CVX in Q1 2025 and has held it in 6 quarters since. The position peaked at $529K in Q1 2026. 2,482 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sky-Mountain Capital Management held 2,559 shares of Chevron worth $424K as of Q2 2026.
  • Sky-Mountain Capital Management left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.3% of Sky-Mountain Capital Management's portfolio in Q2 2026, its #30 holding.
  • Sky-Mountain Capital Management first reported a position in Chevron in Q1 2025 and has held it in 6 quarters since.
  • Sky-Mountain Capital Management's Chevron position peaked at $529K in Q1 2026.
  • 2,482 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sky-Mountain Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.