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WealthTrust Asset Management’s Chevron CVX Stock Holding History

WealthTrust Asset Management’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 		$483K Buy
2,917
+10
+0.3% +$1.86K 0.26% 62
2026
Q1 		$602K Buy
2,907
+446
+18% +$81.3K 0.36% 50
2025
Q4 		$375K Sell
2,461
-186
-7% -$28.3K 0.26% 56
2025
Q3 		$411K Buy
2,647
+11
+0.4% +$1.7K 0.28% 58
2025
Q2 		$378K Buy
2,636
+519
+25% +$73.2K 0.28% 58
2025
Q1 		$354K Sell
2,117
-609
-22% -$95.3K 0.26% 60
2024
Q4 		$395K Buy
2,726
+18
+0.7% +$2.75K 0.28% 62
2024
Q3 		$399K Buy
2,708
+648
+31% +$96.5K 0.3% 61
2024
Q2 		$322K Buy
2,060
+18
+0.9% +$2.87K 0.24% 63
2024
Q1 		$322K Sell
2,042
-982
-32% -$148K 0.25% 59
2023
Q4 		$451K Buy
3,024
+1,018
+51% +$154K 0.38% 48
2023
Q3 		$338K Buy
2,006
+15
+0.8% +$2.42K 0.31% 50
2023
Q2 		$313K Buy
1,991
+16
+0.8% +$2.56K 0.28% 49
2023
Q1 		$322K Buy
1,975
+15
+0.8% +$2.52K 0.31% 51
2022
Q4 		$352K Buy
1,960
+121
+7% +$21.1K 0.34% 45
2022
Q3 		$264K Buy
1,839
+7
+0.4% +$1.07K 0.28% 52
2022
Q2 		$265K Buy
1,832
+8
+0.4% +$1.32K 0.25% 60
2022
Q1 		$297K Buy
+1,824
New +$262K 0.21% 61

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
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

WealthTrust Asset Management's CVX Position: Q2 2026 in Review

WealthTrust Asset Management increased its Chevron (CVX) stake by 0.34% in Q2 2026, buying an estimated $1.86K and bringing the position to 2,917 shares worth $483K. The position accounts for 0.26% of the portfolio, ranked #62.

WealthTrust Asset Management first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. The position peaked at $602K in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • WealthTrust Asset Management held 2,917 shares of Chevron worth $483K as of Q2 2026.
  • WealthTrust Asset Management bought 10 Chevron shares in Q2 2026, an estimated $1.86K.
  • Chevron made up 0.26% of WealthTrust Asset Management's portfolio in Q2 2026, its #62 holding.
  • WealthTrust Asset Management first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
  • WealthTrust Asset Management's Chevron position peaked at $602K in Q1 2026.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on WealthTrust Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.