Triumph Capital Management’s Chevron CVX Stock Holding History

Triumph Capital 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	$400K	Buy	2,411 +100	+4%	+$18.6K	0.07%	258
2026 Q1	$478K	Buy	2,311 +104	+5%	+$19K	0.1%	193
2025 Q4	$336K	Buy	+2,207	New	+$336K	0.07%	233
2025 Q3	–	Sell	-1,588	Closed	-$227K	–	328
2025 Q2	$227K	Buy	1,588 +9	+0.6%	+$1.27K	0.07%	260
2025 Q1	$264K	Buy	+1,579	New	+$247K	0.09%	228
2024 Q1	–	Sell	-4,096	Closed	-$611K	–	230
2023 Q4	$611K	Buy	+4,096	New	+$619K	0.26%	86
2021 Q4	–	Sell	-3,595	Closed	-$365K	–	216
2021 Q3	$365K	Buy	+3,595	New	+$359K	0.17%	130

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

Triumph Capital Management's CVX Position: Q2 2026 in Review

Triumph Capital Management increased its Chevron (CVX) stake by 4.3% in Q2 2026, buying an estimated $18.6K and bringing the position to 2,411 shares worth $400K. The position accounts for 0.07% of the portfolio, ranked #258.

Triumph Capital Management first reported a position in CVX in Q3 2021 and has held it in 7 quarters since. The position peaked at $611K in Q4 2023. 2,448 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Triumph Capital Management held 2,411 shares of Chevron worth $400K as of Q2 2026.
Triumph Capital Management bought 100 Chevron shares in Q2 2026, an estimated $18.6K.
Chevron made up 0.07% of Triumph Capital Management's portfolio in Q2 2026, its #258 holding.
Triumph Capital Management first reported a position in Chevron in Q3 2021 and has held it in 7 quarters since.
Triumph Capital Management's Chevron position peaked at $611K in Q4 2023.
2,448 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.