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Urban Wealth Management’s Chevron CVX Stock Holding History

Urban Wealth 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 		$1.21M Sell
7,286
-4
-0.1% -$745 1.05% 21
2026
Q1 		$1.51M Sell
7,290
-196
-3% -$35.7K 1.54% 18
2025
Q4 		$1.14M Buy
+7,486
New +$1.14M 1.06% 24
2020
Q4 		$243K Buy
+2,879
New +$233K 0.2% 92

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
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
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Urban Wealth Management's CVX Position: Q2 2026 in Review

Urban Wealth Management reduced its Chevron (CVX) stake by 0.05% in Q2 2026, selling an estimated $745 and leaving 7,286 shares worth $1.21M. The position accounts for 1.05% of the portfolio, ranked #21.

Urban Wealth Management first reported a position in CVX in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.51M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Urban Wealth Management held 7,286 shares of Chevron worth $1.21M as of Q2 2026.
  • Urban Wealth Management sold 4 Chevron shares in Q2 2026, an estimated $745.
  • Chevron made up 1.05% of Urban Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Urban Wealth Management first reported a position in Chevron in Q4 2020 and has held it in 4 quarters since.
  • Urban Wealth Management's Chevron position peaked at $1.51M in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.