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AM Investment Strategies’s Chevron CVX Stock Holding History

AM Investment Strategies’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 		$739K Sell
4,459
-1,332
-23% -$248K 0.14% 60
2026
Q1 		$1.2M Buy
5,791
+626
+12% +$114K 0.26% 52
2025
Q4 		$787K Sell
5,165
-445
-8% -$67.8K 0.16% 61
2025
Q3 		$871K Buy
5,610
+189
+3% +$29.3K 0.19% 60
2025
Q2 		$776K Buy
5,421
+338
+7% +$47.6K 0.18% 62
2025
Q1 		$850K Sell
5,083
-201
-4% -$31.5K 0.21% 57
2024
Q4 		$765K Sell
5,284
-1,149
-18% -$176K 0.19% 60
2024
Q3 		$247K Sell
6,433
-68
-1% -$10.1K 0.06% 85
2024
Q2 		$1.02M Buy
6,501
+55
+0.9% +$8.77K 0.25% 51
2024
Q1 		$1.02M Buy
6,446
+5
+0.1% +$755 0.26% 50
2023
Q4 		$961K Buy
6,441
+399
+7% +$60.3K 0.27% 49
2023
Q3 		$1.02M Buy
6,042
+2
+0% +$323 0.33% 45
2023
Q2 		$950K Buy
6,040
+708
+13% +$114K 0.3% 46
2023
Q1 		$870K Buy
5,332
+5
+0.1% +$838 0.3% 47
2022
Q4 		$956K Hold
5,327
– – 0.34% 44
2022
Q3 		$765K Buy
5,327
+185
+4% +$28.2K 0.28% 43
2022
Q2 		$744K Buy
5,142
+1
+0% +$165 0.26% 50
2022
Q1 		$837K Sell
5,141
-4,689
-48% -$672K 0.22% 53
2021
Q4 		$1.15M Buy
9,830
+3,142
+47% +$357K 0.28% 46
2021
Q3 		$679K Hold
6,688
– – 0.18% 63
2021
Q2 		$700K Buy
6,688
+368
+6% +$38.8K 0.18% 63
2021
Q1 		$662K Buy
6,320
+1
+0% +$98 0.18% 59
2020
Q4 		$534K Buy
6,319
+58
+0.9% +$4.7K 0.16% 60
2020
Q3 		$451K Buy
+6,261
New +$527K 0.16% 61

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

AM Investment Strategies's CVX Position: Q2 2026 in Review

AM Investment Strategies reduced its Chevron (CVX) stake by 23% in Q2 2026, selling an estimated $248K and leaving 4,459 shares worth $739K. The position accounts for 0.14% of the portfolio, ranked #60.

AM Investment Strategies first reported a position in CVX in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.2M in Q1 2026. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • AM Investment Strategies held 4,459 shares of Chevron worth $739K as of Q2 2026.
  • AM Investment Strategies sold 1,332 Chevron shares in Q2 2026, an estimated $248K.
  • Chevron made up 0.14% of AM Investment Strategies's portfolio in Q2 2026, its #60 holding.
  • AM Investment Strategies first reported a position in Chevron in Q3 2020 and has held it in 24 quarters since.
  • AM Investment Strategies's Chevron position peaked at $1.2M in Q1 2026.
  • 2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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