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TrueMark Investments’s Chevron CVX Stock Holding History

TrueMark Investments’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 		$10.7M Sell
64,611
-12,587
-16% -$2.34M 1.34% 24
2026
Q1 		$16M Buy
77,198
+42,676
+124% +$7.78M 3.11% 2
2025
Q4 		$5.26M Buy
34,522
+2,478
+8% +$377K 1.01% 38
2025
Q3 		$4.98M Buy
32,044
+2,242
+8% +$347K 0.86% 51
2025
Q2 		$4.27M Buy
29,802
+2,419
+9% +$341K 0.92% 49
2025
Q1 		$4.58M Buy
27,383
+2,655
+11% +$416K 1.2% 32
2024
Q4 		$3.58M Buy
24,728
+2,098
+9% +$321K 1.14% 38
2024
Q3 		$3.33M Sell
22,630
-1,489
-6% -$222K 1.07% 34
2024
Q2 		$3.77M Buy
24,119
+8,901
+58% +$1.42M 1.29% 20
2024
Q1 		$2.4M Sell
15,218
-302
-2% -$45.6K 2.2% 15
2023
Q4 		$2.31M Buy
+15,520
New +$2.35M 2.3% 15

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

TrueMark Investments's CVX Position: Q2 2026 in Review

TrueMark Investments reduced its Chevron (CVX) stake by 16% in Q2 2026, selling an estimated $2.34M and leaving 64,611 shares worth $10.7M. The position accounts for 1.34% of the portfolio, ranked #24.

TrueMark Investments first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $16M in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • TrueMark Investments held 64,611 shares of Chevron worth $10.7M as of Q2 2026.
  • TrueMark Investments sold 12,587 Chevron shares in Q2 2026, an estimated $2.34M.
  • Chevron made up 1.34% of TrueMark Investments's portfolio in Q2 2026, its #24 holding.
  • TrueMark Investments first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • TrueMark Investments's Chevron position peaked at $16M in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.