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Vista Investment Partners’s Chevron CVX Stock Holding History

Vista Investment Partners’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 		$8.73M Sell
52,693
-26
-0% -$4.84K 2.2% 7
2026
Q1 		$10.9M Buy
52,719
+5
+0% +$912 2.88% 4
2025
Q4 		$8.03M Buy
52,714
+15
+0% +$2.29K 2.1% 7
2025
Q3 		$8.18M Hold
52,699
– – 2.28% 7
2025
Q2 		$7.55M Sell
52,699
-68
-0.1% -$9.59K 2.18% 9
2025
Q1 		$8.83M Sell
52,767
-115
-0.2% -$18K 2.69% 6
2024
Q4 		$7.66M Sell
52,882
-229
-0.4% -$35.1K 2.39% 6
2024
Q3 		$7.82M Sell
53,111
-567
-1% -$84.4K 2.5% 6
2024
Q2 		$8.4M Sell
53,678
-1,533
-3% -$244K 2.8% 7
2024
Q1 		$8.71M Sell
55,211
-2,952
-5% -$445K 2.96% 3
2023
Q4 		$8.68M Buy
+58,163
New +$8.8M 3.18% 3

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Vista Investment Partners reduced its Chevron (CVX) stake by 0.05% in Q2 2026, selling an estimated $4.84K and leaving 52,693 shares worth $8.73M. The position accounts for 2.2% of the portfolio, ranked #7.

Vista Investment Partners first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.9M in Q1 2026. 2,429 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Vista Investment Partners held 52,693 shares of Chevron worth $8.73M as of Q2 2026.
  • Vista Investment Partners sold 26 Chevron shares in Q2 2026, an estimated $4.84K.
  • Chevron made up 2.2% of Vista Investment Partners's portfolio in Q2 2026, its #7 holding.
  • Vista Investment Partners first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Vista Investment Partners's Chevron position peaked at $10.9M in Q1 2026.
  • 2,429 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.