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Alley Investment Management Company’s Chevron CVX Stock Holding History

Alley Investment Management Company’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 		$20.4M Sell
123,205
-2,961
-2% -$551K 2.39% 11
2026
Q1 		$26.1M Sell
126,166
-1,211
-1% -$221K 3.18% 5
2025
Q4 		$19.4M Sell
127,377
-381
-0.3% -$58K 2.27% 13
2025
Q3 		$19.8M Buy
127,758
+12,655
+11% +$1.96M 2.3% 15
2025
Q2 		$16.5M Buy
115,103
+2,089
+2% +$294K 2% 21
2025
Q1 		$18.9M Buy
113,014
+515
+0.5% +$80.6K 2.37% 14
2024
Q4 		$16.3M Buy
112,499
+4,467
+4% +$684K 2.06% 19
2024
Q3 		$15.9M Buy
108,032
+1,500
+1% +$223K 2.01% 21
2024
Q2 		$16.7M Buy
106,532
+786
+0.7% +$125K 2.28% 15
2024
Q1 		$16.7M Buy
105,746
+205
+0.2% +$30.9K 2.3% 16
2023
Q4 		$15.7M Buy
105,541
+6,486
+7% +$981K 2.3% 16
2023
Q3 		$16.7M Buy
99,055
+728
+0.7% +$118K 2.83% 7
2023
Q2 		$15.5M Buy
98,327
+729
+0.7% +$117K 2.5% 10
2023
Q1 		$15.9M Buy
97,598
+2,424
+3% +$406K 2.66% 9
2022
Q4 		$17.1M Buy
95,174
+580
+0.6% +$101K 2.94% 3
2022
Q3 		$13.6M Buy
94,594
+292
+0.3% +$44.5K 2.71% 8
2022
Q2 		$13.7M Buy
94,302
+105
+0.1% +$17.4K 2.57% 10
2022
Q1 		$15.3M Buy
+94,197
New +$13.5M 2.53% 11

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Alley Investment Management Company's CVX Position: Q2 2026 in Review

Alley Investment Management Company reduced its Chevron (CVX) stake by 2.3% in Q2 2026, selling an estimated $551K and leaving 123,205 shares worth $20.4M. The position accounts for 2.39% of the portfolio, ranked #11.

Alley Investment Management Company first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. The position peaked at $26.1M in Q1 2026. 2,899 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Alley Investment Management Company held 123,205 shares of Chevron worth $20.4M as of Q2 2026.
  • Alley Investment Management Company sold 2,961 Chevron shares in Q2 2026, an estimated $551K.
  • Chevron made up 2.39% of Alley Investment Management Company's portfolio in Q2 2026, its #11 holding.
  • Alley Investment Management Company first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
  • Alley Investment Management Company's Chevron position peaked at $26.1M in Q1 2026.
  • 2,899 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.