SW
CVX icon

SteelPeak Wealth’s Chevron CVX Stock Holding History

SteelPeak Wealth’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
2025
Q1 		– Hold
0
– -$145K – 601
2024
Q4 		– Hold
0
– – – 503
2024
Q3 		– Hold
0
– -$109K – 537
2024
Q2 		– Hold
0
– – – 488

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

SteelPeak Wealth's CVX Position: Q2 2026 in Review

SteelPeak Wealth increased its Chevron (CVX) stake by 3.1% in Q2 2026, buying an estimated $667K and bringing the position to 118,919 shares worth $19.7M. The position accounts for 0.51% of the portfolio, ranked #41.

SteelPeak Wealth first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $23.9M in Q1 2026. 1,222 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • SteelPeak Wealth held 118,919 shares of Chevron worth $19.7M as of Q2 2026.
  • SteelPeak Wealth bought 3,583 Chevron shares in Q2 2026, an estimated $667K.
  • Chevron made up 0.51% of SteelPeak Wealth's portfolio in Q2 2026, its #41 holding.
  • SteelPeak Wealth first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Chevron position peaked at $23.9M in Q1 2026.
  • 1,222 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.