Traveka Wealth’s Chevron CVX Stock Holding History

Traveka 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
2026 Q2	$500K	Hold	3,019	–	–	0.17%	95
2026 Q1	$625K	Sell	3,019 -15	-0.5%	-$2.73K	0.24%	78
2025 Q4	$462K	Sell	3,034 -215	-7%	-$32.7K	0.19%	93
2025 Q3	$504K	Buy	3,249 +641	+25%	+$99.3K	0.23%	76
2025 Q2	$373K	Sell	2,608 -205	-7%	-$28.9K	0.2%	84
2025 Q1	$471K	Buy	2,813 +249	+10%	+$39K	0.26%	67
2024 Q4	$371K	Buy	+2,564	New	+$392K	0.2%	84
2024 Q3	–	Sell	-1,372	Closed	-$215K	–	134
2024 Q2	$215K	Sell	1,372 -333	-20%	-$53.1K	0.1%	118
2024 Q1	$269K	Sell	1,705 -1,427	-46%	-$215K	0.12%	88
2023 Q4	$467K	Buy	+3,132	New	+$474K	0.24%	63

Other funds holding CVX

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Traveka Wealth's CVX Position: Q2 2026 in Review

Traveka Wealth held its Chevron (CVX) position steady in Q2 2026 at 3,019 shares worth $500K. The position accounts for 0.17% of the portfolio, ranked #95.

Traveka Wealth first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $625K in Q1 2026. 2,170 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Traveka Wealth held 3,019 shares of Chevron worth $500K as of Q2 2026.
Traveka Wealth left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.17% of Traveka Wealth's portfolio in Q2 2026, its #95 holding.
Traveka Wealth first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
Traveka Wealth's Chevron position peaked at $625K in Q1 2026.
2,170 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.