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Wetzel Investment Advisors’s Chevron CVX Stock Holding History

Wetzel Investment Advisors’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 		– Sell
-1,592
Closed -$329K – 141
2026
Q1 		$329K Sell
1,592
-24
-1% -$4.38K 0.13% 94
2025
Q4 		$246K Sell
1,616
-39
-2% -$5.94K 0.1% 119
2025
Q3 		$257K Sell
1,655
-19
-1% -$2.94K 0.11% 111
2025
Q2 		$240K Sell
1,674
-152
-8% -$21.4K 0.11% 107
2025
Q1 		$305K Sell
1,826
-108
-6% -$16.9K 0.15% 96
2024
Q4 		$280K Sell
1,934
-90
-4% -$13.8K 0.14% 101
2024
Q3 		$298K Buy
2,024
+1
+0% +$149 0.15% 94
2024
Q2 		$319K Sell
2,023
-283
-12% -$45.1K 0.18% 85
2024
Q1 		$363K Buy
2,306
+494
+27% +$74.5K 0.21% 76
2023
Q4 		$270K Buy
+1,812
New +$274K 0.17% 92

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

Wetzel Investment Advisors's CVX Position: Q2 2026 in Review

Wetzel Investment Advisors sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,592 shares — an estimated $329K sold.

Wetzel Investment Advisors first reported a position in CVX in Q4 2023 and held it in 10 quarters. The position peaked at $363K in Q1 2024. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Wetzel Investment Advisors reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,592 Chevron shares in Q2 2026, an estimated $329K.
  • Wetzel Investment Advisors first reported a position in Chevron in Q4 2023 and held it in 10 quarters.
  • Wetzel Investment Advisors's Chevron position peaked at $363K in Q1 2024.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.