Vista Investment Partners II’s Chevron CVX Stock Holding History

Vista Investment Partners II’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	$676K	Buy	4,076 +16	+0.4%	+$2.98K	0.27%	84
2026 Q1	$840K	Sell	4,060 -228	-5%	-$41.6K	0.38%	67
2025 Q4	$654K	Buy	4,288 +441	+11%	+$67.2K	0.28%	81
2025 Q3	$597K	Hold	3,847	–	–	0.28%	76
2025 Q2	$551K	Sell	3,847 -167	-4%	-$23.5K	0.27%	76
2025 Q1	$672K	Sell	4,014 -324	-7%	-$50.7K	0.37%	64
2024 Q4	$628K	Buy	+4,338	New	+$664K	0.37%	67

Other funds holding CVX

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vista Investment Partners II's CVX Position: Q2 2026 in Review

Vista Investment Partners II increased its Chevron (CVX) stake by 0.39% in Q2 2026, buying an estimated $2.98K and bringing the position to 4,076 shares worth $676K. The position accounts for 0.27% of the portfolio, ranked #84.

Vista Investment Partners II first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $840K in Q1 2026. 1,817 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Vista Investment Partners II held 4,076 shares of Chevron worth $676K as of Q2 2026.
Vista Investment Partners II bought 16 Chevron shares in Q2 2026, an estimated $2.98K.
Chevron made up 0.27% of Vista Investment Partners II's portfolio in Q2 2026, its #84 holding.
Vista Investment Partners II first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
Vista Investment Partners II's Chevron position peaked at $840K in Q1 2026.
1,817 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.