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Wolff Wiese Magana’s Chevron CVX Stock Holding History

Wolff Wiese Magana’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 		$323K Sell
1,951
-414
-18% -$77.1K 0.15% 95
2026
Q1 		$489K Buy
2,365
+503
+27% +$91.7K 0.27% 76
2025
Q4 		$284K Sell
1,862
-39
-2% -$5.94K 0.16% 95
2025
Q3 		$295K Sell
1,901
-30
-2% -$4.65K 0.17% 97
2025
Q2 		$277K Buy
1,931
+51
+3% +$7.19K 0.17% 90
2025
Q1 		$315K Buy
1,880
+59
+3% +$9.24K 0.21% 77
2024
Q4 		$264K Hold
1,821
– – 0.17% 88
2024
Q3 		$268K Buy
1,821
+37
+2% +$5.51K 0.18% 82
2024
Q2 		$279K Buy
1,784
+10
+0.6% +$1.59K 0.22% 77
2024
Q1 		$280K Sell
1,774
-5
-0.3% -$755 0.24% 73
2023
Q4 		$265K Sell
1,779
-240
-12% -$36.3K 0.25% 71
2023
Q3 		$340K Hold
2,019
– – 0.28% 80
2023
Q2 		$318K Sell
2,019
-270
-12% -$43.3K 0.25% 79
2023
Q1 		$373K Buy
2,289
+28
+1% +$4.69K 0.3% 72
2022
Q4 		$406K Sell
2,261
-5
-0.2% -$873 0.35% 66
2022
Q3 		$326K Sell
2,266
-170
-7% -$25.9K 0.26% 78
2022
Q2 		$353K Buy
2,436
+6
+0.2% +$992 0.26% 80
2022
Q1 		$396K Sell
2,430
-700
-22% -$100K 0.27% 81
2021
Q4 		$367K Buy
3,130
+230
+8% +$26.1K 0.24% 89
2021
Q3 		$294K Sell
2,900
-187
-6% -$18.7K 0.21% 104
2021
Q2 		$323K Buy
3,087
+72
+2% +$7.6K 0.23% 93
2021
Q1 		$316K Sell
3,015
-277
-8% -$27K 0.25% 87
2020
Q4 		$278K Buy
+3,292
New +$267K 0.23% 90

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 22.96% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Wolff Wiese Magana's CVX Position: Q2 2026 in Review

Wolff Wiese Magana reduced its Chevron (CVX) stake by 18% in Q2 2026, selling an estimated $77.1K and leaving 1,951 shares worth $323K. The position accounts for 0.15% of the portfolio, ranked #95.

Wolff Wiese Magana first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $489K in Q1 2026. 2,448 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Wolff Wiese Magana held 1,951 shares of Chevron worth $323K as of Q2 2026.
  • Wolff Wiese Magana sold 414 Chevron shares in Q2 2026, an estimated $77.1K.
  • Chevron made up 0.15% of Wolff Wiese Magana's portfolio in Q2 2026, its #95 holding.
  • Wolff Wiese Magana first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Wolff Wiese Magana's Chevron position peaked at $489K in Q1 2026.
  • 2,448 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.