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Vermillion Wealth Management’s Chevron CVX Stock Holding History

Vermillion 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 		$328K Sell
1,978
-674
-25% -$125K 0.08% 108
2026
Q1 		$549K Buy
2,652
+344
+15% +$62.7K 0.22% 51
2025
Q4 		$352K Buy
2,308
+318
+16% +$48.4K 0.14% 65
2025
Q3 		$309K Buy
1,990
+17
+0.9% +$2.63K 0.08% 114
2025
Q2 		$283K Sell
1,973
-319
-14% -$45K 0.13% 68
2025
Q1 		$383K Sell
2,292
-37
-2% -$5.79K 0.11% 96
2024
Q4 		$337K Buy
+2,329
New +$356K 0.17% 61

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

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

Vermillion Wealth Management reduced its Chevron (CVX) stake by 25% in Q2 2026, selling an estimated $125K and leaving 1,978 shares worth $328K. The position accounts for 0.08% of the portfolio, ranked #108.

Vermillion Wealth Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $549K in Q1 2026. 2,521 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Vermillion Wealth Management held 1,978 shares of Chevron worth $328K as of Q2 2026.
  • Vermillion Wealth Management sold 674 Chevron shares in Q2 2026, an estimated $125K.
  • Chevron made up 0.08% of Vermillion Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Vermillion Wealth Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's Chevron position peaked at $549K in Q1 2026.
  • 2,521 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.