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SpringVest Wealth Management’s Chevron CVX Stock Holding History

SpringVest 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 		$305K Sell
1,841
-23
-1% -$4.28K 0.19% 63
2026
Q1 		$386K Buy
1,864
+44
+2% +$8.02K 0.26% 47
2025
Q4 		$277K Buy
1,820
+4
+0.2% +$609 0.19% 57
2025
Q3 		$282K Buy
1,816
+2
+0.1% +$310 0.21% 51
2025
Q2 		$260K Sell
1,814
-51
-3% -$7.19K 0.21% 57
2025
Q1 		$312K Hold
1,865
– – 0.26% 48
2024
Q4 		$270K Buy
+1,865
New +$285K 0.23% 48

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 22.94% 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

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

SpringVest Wealth Management reduced its Chevron (CVX) stake by 1.2% in Q2 2026, selling an estimated $4.28K and leaving 1,841 shares worth $305K. The position accounts for 0.19% of the portfolio, ranked #63.

SpringVest Wealth Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $386K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • SpringVest Wealth Management held 1,841 shares of Chevron worth $305K as of Q2 2026.
  • SpringVest Wealth Management sold 23 Chevron shares in Q2 2026, an estimated $4.28K.
  • Chevron made up 0.19% of SpringVest Wealth Management's portfolio in Q2 2026, its #63 holding.
  • SpringVest Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • SpringVest Wealth Management's Chevron position peaked at $386K in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.