ZI
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ZEGA Investments’s Chevron CVX Stock Holding History

ZEGA Investments’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 		$166K Buy
+1,000
New +$186K 0.02% 290

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ZEGA Investments's CVX Position: Q2 2026 in Review

ZEGA Investments reduced its Chevron (CVX) stake by 14% in Q2 2026, selling an estimated $226K and leaving 7,315 shares worth $1.21M. The position accounts for 0.12% of the portfolio, ranked #97.

ZEGA Investments first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • ZEGA Investments held 7,315 shares of Chevron worth $1.21M as of Q2 2026.
  • ZEGA Investments sold 1,215 Chevron shares in Q2 2026, an estimated $226K.
  • Chevron made up 0.12% of ZEGA Investments's portfolio in Q2 2026, its #97 holding.
  • ZEGA Investments first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • ZEGA Investments's Chevron position peaked at $1.76M in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.