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Acropolis Investment Management’s Chevron CVX Stock Holding History

Acropolis Investment 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 		$2.72M Sell
16,397
-797
-5% -$148K 0.11% 69
2026
Q1 		$3.56M Sell
17,194
-561
-3% -$102K 0.16% 58
2025
Q4 		$2.71M Sell
17,755
-271
-2% -$41.3K 0.12% 66
2025
Q3 		$2.58M Buy
18,026
+2,081
+13% +$322K 0.13% 64
2025
Q2 		$2.28M Sell
15,945
-423
-3% -$59.6K 0.13% 65
2025
Q1 		$2.74M Sell
16,368
-323
-2% -$50.6K 0.16% 57
2024
Q4 		$2.42M Sell
16,691
-869
-5% -$133K 0.14% 59
2024
Q3 		$2.59M Sell
17,560
-1,381
-7% -$206K 0.15% 56
2024
Q2 		$2.96M Buy
18,941
+1,593
+9% +$254K 0.19% 54
2024
Q1 		$2.74M Buy
17,348
+106
+0.6% +$16K 0.18% 54
2023
Q4 		$2.57M Sell
17,242
-315
-2% -$47.6K 0.18% 52
2023
Q3 		$2.96M Sell
17,557
-1,175
-6% -$190K 0.23% 45
2023
Q2 		$2.95M Sell
18,732
-1,584
-8% -$254K 0.23% 45
2023
Q1 		$3.31M Buy
20,316
+396
+2% +$66.4K 0.27% 43
2022
Q4 		$3.58M Sell
19,920
-83
-0.4% -$14.5K 0.32% 33
2022
Q3 		$2.87M Buy
20,003
+132
+0.7% +$20.1K 0.29% 39
2022
Q2 		$2.88M Sell
19,871
-61
-0.3% -$10.1K 0.28% 37
2022
Q1 		$3.25M Buy
19,932
+934
+5% +$134K 0.3% 37
2021
Q4 		$2.23M Buy
18,998
+484
+3% +$55K 0.2% 47
2021
Q3 		$1.85M Buy
18,514
+739
+4% +$73.7K 0.22% 52
2021
Q2 		$1.86M Buy
17,775
+14
+0.1% +$1.48K 0.18% 52
2021
Q1 		$1.86M Buy
17,761
+978
+6% +$95.5K 0.19% 51
2020
Q4 		$1.42M Buy
16,783
+1,290
+8% +$104K 0.16% 57
2020
Q3 		$1.11M Sell
15,493
-2,302
-13% -$194K 0.14% 63
2020
Q2 		$1.59M Sell
17,795
-1,105
-6% -$98.9K 0.21% 40
2020
Q1 		$1.37M Buy
18,900
+2,637
+16% +$261K 0.21% 40
2019
Q4 		$1.94M Buy
16,263
+301
+2% +$35.5K 0.27% 32
2019
Q3 		$1.89M Buy
15,962
+381
+2% +$46.3K 0.27% 34
2019
Q2 		$1.94M Buy
15,581
+95
+0.6% +$11.5K 0.3% 31
2019
Q1 		$1.91M Sell
15,486
-731
-5% -$86.5K 0.3% 31
2018
Q4 		$1.76M Buy
16,217
+115
+0.7% +$13.3K 0.31% 32
2018
Q3 		$1.97M Sell
16,102
-708
-4% -$85.9K 0.32% 27
2018
Q2 		$2.13M Sell
16,810
-5,108
-23% -$634K 0.35% 26
2018
Q1 		$2.5M Buy
21,918
+537
+3% +$64.2K 0.41% 26
2017
Q4 		$2.68M Buy
21,381
+884
+4% +$105K 0.41% 25
2017
Q3 		$2.41M Sell
20,497
-3,329
-14% -$363K 0.39% 24
2017
Q2 		$2.49M Sell
23,826
-57
-0.2% -$6.04K 0.42% 27
2017
Q1 		$2.56M Sell
23,883
-816
-3% -$91.5K 0.45% 25
2016
Q4 		$2.91M Sell
24,699
-1,585
-6% -$173K 0.54% 21
2016
Q3 		$2.71M Sell
26,284
-1,226
-4% -$125K 0.5% 22
2016
Q2 		$2.88M Sell
27,510
-1,100
-4% -$111K 0.55% 23
2016
Q1 		$2.73M Buy
28,610
+421
+1% +$36.8K 0.52% 23
2015
Q4 		$2.54M Sell
28,189
-1,073
-4% -$96.8K 0.5% 25
2015
Q3 		$2.31M Sell
29,262
-7,216
-20% -$607K 0.48% 25
2015
Q2 		$3.52M Sell
36,478
-1,313
-3% -$138K 0.69% 18
2015
Q1 		$3.97M Sell
37,791
-1,008
-3% -$108K 0.74% 18
2014
Q4 		$4.35M Sell
38,799
-2,397
-6% -$272K 0.84% 16
2014
Q3 		$4.92M Buy
41,196
+1,691
+4% +$216K 0.98% 16
2014
Q2 		$5.16M Sell
39,505
-968
-2% -$120K 1.04% 16
2014
Q1 		$4.81M Buy
40,473
+350
+0.9% +$40.7K 0.98% 17
2013
Q4 		$5.01M Sell
40,123
-2,913
-7% -$352K 1.08% 17
2013
Q3 		$5.23M Sell
43,036
-1,109
-3% -$136K 1.09% 17
2013
Q2 		$5.22M Buy
+44,145
New +$5.34M 1.13% 17

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

Acropolis Investment Management's CVX Position: Q2 2026 in Review

Acropolis Investment Management reduced its Chevron (CVX) stake by 4.6% in Q2 2026, selling an estimated $148K and leaving 16,397 shares worth $2.72M. The position accounts for 0.11% of the portfolio, ranked #69.

Acropolis Investment Management first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.23M in Q3 2013. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Acropolis Investment Management held 16,397 shares of Chevron worth $2.72M as of Q2 2026.
  • Acropolis Investment Management sold 797 Chevron shares in Q2 2026, an estimated $148K.
  • Chevron made up 0.11% of Acropolis Investment Management's portfolio in Q2 2026, its #69 holding.
  • Acropolis Investment Management first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Acropolis Investment Management's Chevron position peaked at $5.23M in Q3 2013.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.