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Victrix Investment Advisors’s Chevron CVX Stock Holding History

Victrix Investment 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 		– Sell
-5,705
Closed -$1.18M – 77
2026
Q1 		$1.18M Buy
5,705
+64
+1% +$11.7K 0.43% 58
2025
Q4 		$860K Buy
5,641
+2,843
+102% +$433K 0.33% 64
2025
Q3 		$435K Buy
2,798
+662
+31% +$103K 0.24% 55
2025
Q2 		$306K Sell
2,136
-607
-22% -$85.6K 0.14% 86
2025
Q1 		$448K Buy
+2,743
New +$429K 0.24% 68

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Victrix Investment Advisors's CVX Position: Q2 2026 in Review

Victrix Investment Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 5,705 shares — an estimated $1.18M sold.

Victrix Investment Advisors first reported a position in CVX in Q1 2025 and held it in 5 quarters. The position peaked at $1.18M in Q1 2026. 2,606 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Victrix Investment Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Victrix Investment Advisors sold 5,705 Chevron shares in Q2 2026, an estimated $1.18M.
  • Victrix Investment Advisors first reported a position in Chevron in Q1 2025 and held it in 5 quarters.
  • Victrix Investment Advisors's Chevron position peaked at $1.18M in Q1 2026.
  • 2,606 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Victrix Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.