WG
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Wealth Group’s Chevron CVX Stock Holding History

Wealth Group’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 		$6.37M Buy
38,443
+20,497
+114% +$3.82M 1.59% 12
2026
Q1 		$3.71M Buy
17,946
+537
+3% +$97.9K 3.46% 8
2025
Q4 		$2.65M Buy
+17,409
New +$2.65M 2.59% 11
2025
Q2 		$2.67M Sell
18,634
-3,441
-16% -$485K 2.65% 11
2025
Q1 		$3.69M Buy
22,075
+2,534
+13% +$397K 2.39% 9
2024
Q4 		$2.83M Sell
19,541
-94
-0.5% -$14.4K 1.83% 11
2024
Q3 		$2.89M Buy
19,635
+79
+0.4% +$11.8K 1.94% 10
2024
Q2 		$3.06M Buy
19,556
+329
+2% +$52.5K 2.2% 9
2024
Q1 		$3.03M Buy
+19,227
New +$2.9M 2.29% 9

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Wealth Group's CVX Position: Q2 2026 in Review

Wealth Group increased its Chevron (CVX) stake by 114% in Q2 2026, buying an estimated $3.82M and bringing the position to 38,443 shares worth $6.37M. The position accounts for 1.59% of the portfolio, ranked #12.

Wealth Group first reported a position in CVX in Q1 2024 and has held it in 9 quarters since. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Wealth Group held 38,443 shares of Chevron worth $6.37M as of Q2 2026.
  • Wealth Group bought 20,497 Chevron shares in Q2 2026, an estimated $3.82M.
  • Chevron made up 1.59% of Wealth Group's portfolio in Q2 2026, its #12 holding.
  • Wealth Group first reported a position in Chevron in Q1 2024 and has held it in 9 quarters since.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.