Turtle Creek Wealth Advisors’s Chevron CVX Stock Holding History

Turtle Creek Wealth 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	$65.6M	Buy	394,845 +365,042	+1,225%	+$67.9M	3.46%	5
2026 Q1	$6.17M	Buy	29,803 +4,524	+18%	+$825K	0.47%	56
2025 Q4	$3.85M	Buy	25,279 +6,229	+33%	+$949K	0.3%	76
2025 Q3	$2.96M	Buy	19,050 +2,234	+13%	+$346K	0.26%	84
2025 Q2	$2.41M	Buy	16,816 +2,787	+20%	+$393K	0.28%	80
2025 Q1	$2.35M	Buy	14,029 +439	+3%	+$68.7K	0.35%	77
2024 Q4	$1.97M	Sell	13,590 -175	-1%	-$26.8K	0.45%	48
2024 Q3	$2.03M	Buy	13,765 +35	+0.3%	+$5.21K	0.41%	58
2024 Q2	$2.15M	Buy	13,730 +1,285	+10%	+$205K	0.5%	54
2024 Q1	$1.96M	Buy	12,445 +124	+1%	+$18.7K	0.48%	60
2023 Q4	$1.84M	Buy	+12,321	New	+$1.86M	0.54%	56

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 22.94% 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

Turtle Creek Wealth Advisors's CVX Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Chevron (CVX) stake by 1,225% in Q2 2026, buying an estimated $67.9M and bringing the position to 394,845 shares worth $65.6M. The position accounts for 3.46% of the portfolio, ranked #5.

Turtle Creek Wealth Advisors first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. 2,257 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Turtle Creek Wealth Advisors held 394,845 shares of Chevron worth $65.6M as of Q2 2026.
Turtle Creek Wealth Advisors bought 365,042 Chevron shares in Q2 2026, an estimated $67.9M.
Chevron made up 3.46% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Turtle Creek Wealth Advisors first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
2,257 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.