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Appleton Partners’s Chevron CVX Stock Holding History

Appleton Partners’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 		$413K Sell
2,490
-141
-5% -$26.2K 0.03% 214
2026
Q1 		$544K Sell
2,631
-45
-2% -$8.21K 0.04% 182
2025
Q4 		$408K Sell
2,676
-30
-1% -$4.57K 0.03% 205
2025
Q3 		$420K Sell
2,706
-63
-2% -$9.76K 0.03% 204
2025
Q2 		$396K Sell
2,769
-915
-25% -$129K 0.03% 203
2025
Q1 		$616K Buy
3,684
+411
+13% +$64.3K 0.05% 163
2024
Q4 		$474K Buy
3,273
+58
+2% +$8.88K 0.04% 179
2024
Q3 		$473K Sell
3,215
-1,494
-32% -$222K 0.03% 184
2024
Q2 		$737K Sell
4,709
-310
-6% -$49.4K 0.06% 145
2024
Q1 		$792K Sell
5,019
-757
-13% -$114K 0.06% 146
2023
Q4 		$862K Buy
5,776
+18
+0.3% +$2.72K 0.07% 146
2023
Q3 		$971K Sell
5,758
-815
-12% -$132K 0.09% 133
2023
Q2 		$1.03M Sell
6,573
-35
-0.5% -$5.61K 0.09% 138
2023
Q1 		$1.08M Buy
6,608
+695
+12% +$117K 0.1% 144
2022
Q4 		$1.06M Sell
5,913
-87
-1% -$15.2K 0.1% 147
2022
Q3 		$862K Buy
6,000
+541
+10% +$82.5K 0.09% 155
2022
Q2 		$790K Buy
5,459
+16
+0.3% +$2.65K 0.07% 165
2022
Q1 		$886K Sell
5,443
-482
-8% -$69.1K 0.07% 170
2021
Q4 		$695K Buy
5,925
+322
+6% +$36.6K 0.05% 188
2021
Q3 		$568K Sell
5,603
-385
-6% -$38.4K 0.05% 196
2021
Q2 		$627K Buy
5,988
+167
+3% +$17.6K 0.05% 185
2021
Q1 		$610K Buy
5,821
+193
+3% +$18.8K 0.06% 183
2020
Q4 		$475K Sell
5,628
-1,012
-15% -$81.9K 0.05% 185
2020
Q3 		$478K Sell
6,640
-29
-0.4% -$2.44K 0.05% 182
2020
Q2 		$595K Sell
6,669
-605
-8% -$54.2K 0.07% 162
2020
Q1 		$527K Sell
7,274
-451
-6% -$44.6K 0.07% 163
2019
Q4 		$931K Hold
7,725
– – 0.1% 152
2019
Q3 		$916K Sell
7,725
-94
-1% -$11.4K 0.11% 146
2019
Q2 		$973K Buy
7,819
+157
+2% +$19K 0.12% 144
2019
Q1 		$944K Sell
7,662
-2
-0% -$237 0.13% 139
2018
Q4 		$834K Buy
7,664
+187
+3% +$21.7K 0.12% 142
2018
Q3 		$914K Sell
7,477
-358
-5% -$43.4K 0.12% 148
2018
Q2 		$991K Buy
7,835
+247
+3% +$30.7K 0.14% 141
2018
Q1 		$865K Buy
7,588
+195
+3% +$23.3K 0.13% 150
2017
Q4 		$926K Sell
7,393
-46
-0.6% -$5.46K 0.14% 138
2017
Q3 		$874K Sell
7,439
-568
-7% -$62K 0.15% 135
2017
Q2 		$835K Sell
8,007
-387
-5% -$41K 0.14% 138
2017
Q1 		$901K Sell
8,394
-44
-0.5% -$4.93K 0.17% 126
2016
Q4 		$993K Buy
8,438
+405
+5% +$44.1K 0.2% 119
2016
Q3 		$827K Sell
8,033
-875
-10% -$89.3K 0.16% 131
2016
Q2 		$934K Sell
8,908
-675
-7% -$67.9K 0.19% 106
2016
Q1 		$914K Sell
9,583
-2,415
-20% -$211K 0.18% 104
2015
Q4 		$1.08M Sell
11,998
-3,248
-21% -$293K 0.21% 99
2015
Q3 		$1.2M Sell
15,246
-4,820
-24% -$406K 0.27% 85
2015
Q2 		$1.94M Buy
20,066
+3,414
+21% +$358K 0.43% 67
2015
Q1 		$1.75M Sell
16,652
-375
-2% -$40K 0.39% 67
2014
Q4 		$1.91M Sell
17,027
-977
-5% -$111K 0.44% 62
2014
Q3 		$2.15M Buy
18,004
+483
+3% +$61.6K 0.5% 56
2014
Q2 		$2.29M Buy
17,521
+89
+0.5% +$11.1K 0.53% 57
2014
Q1 		$2.07M Buy
17,432
+492
+3% +$57.2K 0.49% 57
2013
Q4 		$2.12M Sell
16,940
-60
-0.4% -$7.25K 0.51% 54
2013
Q3 		$2.07M Buy
17,000
+3,942
+30% +$485K 0.55% 54
2013
Q2 		$1.55M Buy
+13,058
New +$1.58M 0.45% 55

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Appleton Partners's CVX Position: Q2 2026 in Review

Appleton Partners reduced its Chevron (CVX) stake by 5.4% in Q2 2026, selling an estimated $26.2K and leaving 2,490 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #214.

Appleton Partners first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.29M in Q2 2014. 1,098 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Appleton Partners held 2,490 shares of Chevron worth $413K as of Q2 2026.
  • Appleton Partners sold 141 Chevron shares in Q2 2026, an estimated $26.2K.
  • Chevron made up 0.03% of Appleton Partners's portfolio in Q2 2026, its #214 holding.
  • Appleton Partners first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Appleton Partners's Chevron position peaked at $2.29M in Q2 2014.
  • 1,098 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.