Wellington-Altus USA’s Chevron CVX Stock Holding History

Wellington-Altus USA’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	$380K	Sell	1,838 -18	-1%	-$3.35K	0.27%	79
2026 Q1	$308K	Buy	1,856 +465	+33%	+$84.8K	0.18%	117
2025 Q4	$212K	Buy	+1,391	New	+$212K	0.16%	109

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington-Altus USA's CVX Position: Q2 2026 in Review

Wellington-Altus USA reduced its Chevron (CVX) stake by 0.97% in Q2 2026, selling an estimated $3.35K and leaving 1,838 shares worth $380K. The position accounts for 0.27% of the portfolio, ranked #79.

Wellington-Altus USA first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. 4,137 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Wellington-Altus USA held 1,838 shares of Chevron worth $380K as of Q2 2026.
Wellington-Altus USA sold 18 Chevron shares in Q2 2026, an estimated $3.35K.
Chevron made up 0.27% of Wellington-Altus USA's portfolio in Q2 2026, its #79 holding.
Wellington-Altus USA first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
4,137 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.