Alhambra Investment Management’s Chevron CVX Stock Holding History

Alhambra 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	$1.21M	Buy	7,279 +1,009	+16%	+$188K	0.53%	47
2026 Q1	$1.3M	Buy	6,270 +165	+3%	+$30.1K	0.6%	43
2025 Q4	$930K	Buy	6,105 +780	+15%	+$119K	0.43%	58
2025 Q3	$827K	Hold	5,325	–	–	0.39%	64
2025 Q2	$762K	Buy	5,325 +16	+0.3%	+$2.26K	0.38%	64
2025 Q1	$888K	Sell	5,309 -100	-2%	-$15.7K	0.46%	55
2024 Q4	$783K	Hold	5,409	–	–	0.4%	62
2024 Q3	$797K	Hold	5,409	–	–	0.41%	64
2024 Q2	$846K	Sell	5,409 -380	-7%	-$60.6K	0.46%	49
2024 Q1	$913K	Sell	5,789 -559	-9%	-$84.4K	0.5%	52
2023 Q4	$947K	Sell	6,348 -8	-0.1%	-$1.21K	0.56%	48
2023 Q3	$1.07M	Sell	6,356 -267	-4%	-$43.1K	0.71%	38
2023 Q2	$1.04M	Buy	6,623 +1,615	+32%	+$259K	0.69%	38
2023 Q1	$817K	Buy	+5,008	New	+$840K	0.56%	53

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Alhambra Investment Management increased its Chevron (CVX) stake by 16% in Q2 2026, buying an estimated $188K and bringing the position to 7,279 shares worth $1.21M. The position accounts for 0.53% of the portfolio, ranked #47.

Alhambra Investment Management first reported a position in CVX in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.3M in Q1 2026. 2,411 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Alhambra Investment Management held 7,279 shares of Chevron worth $1.21M as of Q2 2026.
Alhambra Investment Management bought 1,009 Chevron shares in Q2 2026, an estimated $188K.
Chevron made up 0.53% of Alhambra Investment Management's portfolio in Q2 2026, its #47 holding.
Alhambra Investment Management first reported a position in Chevron in Q1 2023 and has held it in 14 quarters since.
Alhambra Investment Management's Chevron position peaked at $1.3M in Q1 2026.
2,411 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.