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Smart Money Group’s Chevron CVX Stock Holding History

Smart Money 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 		$531K Buy
3,206
+7
+0.2% +$1.3K 0.14% 70
2026
Q1 		$662K Buy
3,199
+19
+0.6% +$3.46K 0.19% 66
2025
Q4 		$485K Buy
3,180
+24
+0.8% +$3.65K 0.14% 69
2025
Q3 		$490K Sell
3,156
-52
-2% -$8.05K 0.15% 67
2025
Q2 		$459K Buy
3,208
+13
+0.4% +$1.83K 0.14% 61
2025
Q1 		$534K Sell
3,195
-456
-12% -$71.4K 0.18% 58
2024
Q4 		$529K Buy
3,651
+1,025
+39% +$157K 0.18% 75
2024
Q3 		$391K Sell
2,626
-1
-0% -$149 0.14% 81
2024
Q2 		$422K Sell
2,627
-18
-0.7% -$2.87K 0.15% 76
2024
Q1 		$427K Sell
2,645
-1,832
-41% -$276K 0.17% 73
2023
Q4 		$668K Sell
4,477
-15
-0.3% -$2.27K 0.29% 42
2023
Q3 		$757K Buy
4,492
+256
+6% +$41.3K 0.36% 42
2023
Q2 		$667K Buy
4,236
+516
+14% +$82.7K 0.32% 40
2023
Q1 		$627K Sell
3,720
-102
-3% -$17.1K 0.31% 33
2022
Q4 		$686K Sell
3,822
-96
-2% -$16.8K 0.36% 28
2022
Q3 		$563K Buy
3,918
+31
+0.8% +$4.73K 0.38% 28
2022
Q2 		$563K Buy
3,887
+85
+2% +$14.1K 0.39% 31
2022
Q1 		$619K Buy
3,802
+184
+5% +$26.4K 0.42% 37
2021
Q4 		$425K Buy
3,618
+144
+4% +$16.4K 0.27% 48
2021
Q3 		$352K Buy
3,474
+599
+21% +$59.7K 0.26% 49
2021
Q2 		$257K Sell
2,875
-434
-13% -$45.8K 0.29% 42
2021
Q1 		$347K Buy
3,309
+361
+12% +$35.3K 0.29% 51
2020
Q4 		$249K Sell
2,948
-1,358
-32% -$110K 0.21% 50
2020
Q3 		$310K Buy
4,306
+1,113
+35% +$93.6K 0.13% 79
2020
Q2 		$285K Buy
+3,193
New +$286K 0.17% 69

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

Smart Money Group's CVX Position: Q2 2026 in Review

Smart Money Group increased its Chevron (CVX) stake by 0.22% in Q2 2026, buying an estimated $1.3K and bringing the position to 3,206 shares worth $531K. The position accounts for 0.14% of the portfolio, ranked #70.

Smart Money Group first reported a position in CVX in Q2 2020 and has held it in 25 quarters since. The position peaked at $757K in Q3 2023. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Smart Money Group held 3,206 shares of Chevron worth $531K as of Q2 2026.
  • Smart Money Group bought 7 Chevron shares in Q2 2026, an estimated $1.3K.
  • Chevron made up 0.14% of Smart Money Group's portfolio in Q2 2026, its #70 holding.
  • Smart Money Group first reported a position in Chevron in Q2 2020 and has held it in 25 quarters since.
  • Smart Money Group's Chevron position peaked at $757K in Q3 2023.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Smart Money Group's 13F filing for Q2 2026, filed 29 Jul 2026.