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Spire Wealth Management’s Chevron CVX Stock Holding History

Spire 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 		$2.9M Sell
17,466
-2,480
-12% -$462K 0.09% 208
2026
Q1 		$4.13M Buy
19,946
+2,550
+15% +$465K 0.14% 147
2025
Q4 		$2.65M Sell
17,396
-10,067
-37% -$1.53M 0.09% 203
2025
Q3 		$4.26M Buy
27,463
+9,033
+49% +$1.4M 0.15% 132
2025
Q2 		$2.64M Sell
18,430
-12,673
-41% -$1.79M 0.09% 182
2025
Q1 		$5.2M Sell
31,103
-10,589
-25% -$1.66M 0.17% 118
2024
Q4 		$6.04M Buy
41,692
+11,448
+38% +$1.75M 0.19% 111
2024
Q3 		$4.45M Sell
30,244
-1,083
-3% -$161K 0.15% 126
2024
Q2 		$4.9M Sell
31,327
-1,651
-5% -$263K 0.17% 122
2024
Q1 		$5.2M Buy
32,978
+858
+3% +$129K 0.09% 159
2023
Q4 		$4.57M Buy
32,120
+2,631
+9% +$398K 0.15% 152
2023
Q3 		$4.97M Sell
29,489
-278
-0.9% -$44.9K 0.19% 107
2023
Q2 		$4.68M Sell
29,767
-1,262
-4% -$202K 0.17% 111
2023
Q1 		$5.06M Buy
31,029
+4,784
+18% +$802K 0.2% 110
2022
Q4 		$4.71M Buy
26,245
+8,290
+46% +$1.45M 0.27% 89
2022
Q3 		$2.58M Sell
17,955
-24,589
-58% -$3.75M 0.16% 123
2022
Q2 		$6.16M Sell
42,544
-10,176
-19% -$1.68M 0.25% 101
2022
Q1 		$8.58M Sell
52,720
-14,388
-21% -$2.06M 0.23% 119
2021
Q4 		$7.88M Buy
67,108
+16,620
+33% +$1.89M 0.17% 137
2021
Q3 		$5.12M Buy
50,488
+703
+1% +$70.1K 0.14% 161
2021
Q2 		$5.21M Sell
49,785
-15,472
-24% -$1.63M 0.14% 160
2021
Q1 		$6.69M Buy
+65,257
New +$6.37M 0.18% 132

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

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

Spire Wealth Management reduced its Chevron (CVX) stake by 12% in Q2 2026, selling an estimated $462K and leaving 17,466 shares worth $2.9M. The position accounts for 0.09% of the portfolio, ranked #208.

Spire Wealth Management first reported a position in CVX in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.58M in Q1 2022. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Spire Wealth Management held 17,466 shares of Chevron worth $2.9M as of Q2 2026.
  • Spire Wealth Management sold 2,480 Chevron shares in Q2 2026, an estimated $462K.
  • Chevron made up 0.09% of Spire Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Spire Wealth Management first reported a position in Chevron in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Chevron position peaked at $8.58M in Q1 2022.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.