Strategic Investment Solutions’s Chevron CVX Stock Holding History

Strategic Investment Solutions’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	$418K	Sell	2,519 -225	-8%	-$41.9K	0.1%	104
2026 Q1	$568K	Sell	2,744 -1,688	-38%	-$308K	0.14%	91
2025 Q4	$676K	Buy	4,432 +2,084	+89%	+$317K	0.16%	79
2025 Q3	$365K	Buy	2,348 +5	+0.2%	+$774	0.1%	107
2025 Q2	$335K	Sell	2,343 -1,235	-35%	-$174K	0.1%	100
2025 Q1	$599K	Buy	3,578 +318	+10%	+$49.8K	0.17%	64
2024 Q4	$477K	Buy	3,260 +15	+0.5%	+$2.3K	0.16%	70
2024 Q3	$478K	Buy	3,245 +108	+3%	+$16.1K	0.14%	72
2024 Q2	$387K	Buy	+3,137	New	+$500K	0.13%	72
2023 Q4	$490K	Sell	3,284 -138,850	-98%	-$21M	0.09%	111
2023 Q3	$23M	Buy	142,134 +140,038	+6,681%	+$22.6M	0.28%	55
2023 Q2	$319K	Sell	2,096 -866	-29%	-$139K	0.07%	98
2023 Q1	$483K	Buy	2,962 +7	+0.2%	+$1.17K	0.09%	110
2022 Q4	$500K	Buy	+2,955	New	+$516K	0.25%	54

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Strategic Investment Solutions's CVX Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Chevron (CVX) stake by 8.2% in Q2 2026, selling an estimated $41.9K and leaving 2,519 shares worth $418K. The position accounts for 0.1% of the portfolio, ranked #104.

Strategic Investment Solutions first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $23M in Q3 2023. 2,472 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Strategic Investment Solutions held 2,519 shares of Chevron worth $418K as of Q2 2026.
Strategic Investment Solutions sold 225 Chevron shares in Q2 2026, an estimated $41.9K.
Chevron made up 0.1% of Strategic Investment Solutions's portfolio in Q2 2026, its #104 holding.
Strategic Investment Solutions first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's Chevron position peaked at $23M in Q3 2023.
2,472 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.