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Trifecta Capital Advisors’s Chevron CVX Stock Holding History

Trifecta Capital Advisors’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 		$727K Buy
4,384
+24
+0.6% +$4.47K 0.09% 69
2026
Q1 		$902K Hold
4,360
– – 0.14% 62
2025
Q4 		$665K Sell
4,360
-71
-2% -$10.8K 0.1% 65
2025
Q3 		$688K Sell
4,431
-73
-2% -$11.3K 0.1% 65
2025
Q2 		$645K Buy
4,504
+813
+22% +$115K 0.11% 66
2025
Q1 		$617K Sell
3,691
-21,908
-86% -$3.43M 0.13% 58
2024
Q4 		$3.71M Sell
25,599
-982
-4% -$150K 0.73% 39
2024
Q3 		$3.91M Buy
26,581
+344
+1% +$51.2K 0.82% 39
2024
Q2 		$4.1M Buy
26,237
+1,795
+7% +$286K 0.91% 35
2024
Q1 		$3.86M Buy
24,442
+2,210
+10% +$333K 0.94% 32
2023
Q4 		$3.32M Buy
22,232
+1,737
+8% +$263K 0.92% 32
2023
Q3 		$3.46M Buy
20,495
+3,854
+23% +$622K 1.11% 26
2023
Q2 		$2.62M Buy
16,641
+1,115
+7% +$179K 0.84% 36
2023
Q1 		$2.53M Buy
15,526
+1,430
+10% +$240K 0.89% 34
2022
Q4 		$2.53M Buy
+14,096
New +$2.46M 1.01% 30

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

Trifecta Capital Advisors's CVX Position: Q2 2026 in Review

Trifecta Capital Advisors increased its Chevron (CVX) stake by 0.55% in Q2 2026, buying an estimated $4.47K and bringing the position to 4,384 shares worth $727K. The position accounts for 0.09% of the portfolio, ranked #69.

Trifecta Capital Advisors first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.1M in Q2 2024. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Trifecta Capital Advisors held 4,384 shares of Chevron worth $727K as of Q2 2026.
  • Trifecta Capital Advisors bought 24 Chevron shares in Q2 2026, an estimated $4.47K.
  • Chevron made up 0.09% of Trifecta Capital Advisors's portfolio in Q2 2026, its #69 holding.
  • Trifecta Capital Advisors first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Trifecta Capital Advisors's Chevron position peaked at $4.1M in Q2 2024.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.