Vontobel Holding
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Vontobel Holding’s Chevron CVX Stock Holding History

Vontobel Holding’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 		$38.4M Buy
231,694
+84,588
+58% +$15.7M 0.12% 162
2026
Q1 		$30.4M Buy
147,106
+43,149
+42% +$7.87M 0.1% 166
2025
Q4 		$15.8M Buy
103,957
+12,855
+14% +$1.96M 0.05% 238
2025
Q3 		$14.1M Sell
91,102
-13,483
-13% -$2.09M 0.04% 230
2025
Q2 		$15M Sell
104,585
-28,451
-21% -$4.01M 0.05% 208
2025
Q1 		$22.3M Buy
133,036
+19,919
+18% +$3.12M 0.08% 159
2024
Q4 		$16.4M Sell
113,117
-48,966
-30% -$7.5M 0.06% 178
2024
Q3 		$23.9M Buy
162,083
+10,508
+7% +$1.56M 0.08% 153
2024
Q2 		$23.7M Sell
151,575
-14,019
-8% -$2.24M 0.08% 145
2024
Q1 		$26.1M Sell
165,594
-10,994
-6% -$1.66M 0.21% 118
2023
Q4 		$26.3M Buy
176,588
+11,663
+7% +$1.76M 0.22% 117
2023
Q3 		$27.8M Buy
164,925
+21,307
+15% +$3.44M 0.26% 100
2023
Q2 		$22.6M Buy
143,618
+4,334
+3% +$695K 0.2% 130
2023
Q1 		$22.7M Sell
139,284
-4,504
-3% -$755K 0.21% 121
2022
Q4 		$25.4M Sell
143,788
-364
-0.3% -$63.5K 0.26% 105
2022
Q3 		$20.9M Buy
144,152
+59,164
+70% +$9.02M 0.24% 104
2022
Q2 		$12.5M Buy
84,988
+13,107
+18% +$2.17M 0.14% 148
2022
Q1 		$11.9M Buy
71,881
+26,203
+57% +$3.76M 0.1% 170
2021
Q4 		$5.36M Buy
45,678
+5,812
+15% +$660K 0.04% 265
2021
Q3 		$4.04M Sell
39,866
-3,481
-8% -$347K 0.04% 303
2021
Q2 		$4.5M Sell
43,347
-36,997
-46% -$3.91M 0.04% 291
2021
Q1 		$8.42M Sell
80,344
-3,266
-4% -$319K 0.06% 183
2020
Q4 		$7.65M Buy
+83,610
New +$6.77M 0.05% 216

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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Vontobel Holding's CVX Position: Q2 2026 in Review

Vontobel Holding increased its Chevron (CVX) stake by 58% in Q2 2026, buying an estimated $15.7M and bringing the position to 231,694 shares worth $38.4M. The position accounts for 0.12% of the portfolio, ranked #162.

Vontobel Holding first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. 2,362 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Vontobel Holding held 231,694 shares of Chevron worth $38.4M as of Q2 2026.
  • Vontobel Holding bought 84,588 Chevron shares in Q2 2026, an estimated $15.7M.
  • Chevron made up 0.12% of Vontobel Holding's portfolio in Q2 2026, its #162 holding.
  • Vontobel Holding first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • 2,362 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.