Aspen Investment Management’s Chevron CVX Stock Holding History

Aspen 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	$2.05M	Sell	12,356 -70	-0.6%	-$13K	0.55%	56
2026 Q1	$2.57M	Buy	12,426 +45	+0.4%	+$8.21K	0.79%	33
2025 Q4	$1.89M	Buy	12,381 +2,443	+25%	+$372K	0.57%	54
2025 Q3	$1.54M	Buy	9,938 +6	+0.1%	+$929	0.6%	52
2025 Q2	$1.42M	Sell	9,932 -12	-0.1%	-$1.69K	0.6%	53
2025 Q1	$1.66M	Buy	9,944 +25	+0.3%	+$3.91K	0.77%	40
2024 Q4	$1.44M	Sell	9,919 -232	-2%	-$35.5K	0.67%	47
2024 Q3	$1.5M	Sell	10,151 -55	-0.5%	-$8.19K	0.7%	46
2024 Q2	$1.6M	Sell	10,206 -37	-0.4%	-$5.9K	0.8%	38
2024 Q1	$1.62M	Sell	10,243 -19	-0.2%	-$2.87K	0.82%	36
2023 Q4	$1.53M	Sell	10,262 -49	-0.5%	-$7.41K	0.86%	37
2023 Q3	$1.74M	Buy	10,311 +15	+0.1%	+$2.42K	1.05%	24
2023 Q2	$1.62M	Sell	10,296 -98	-0.9%	-$15.7K	0.96%	26
2023 Q1	$1.7M	Sell	10,394 -8	-0.1%	-$1.34K	1.08%	24
2022 Q4	$1.87M	Sell	10,402 -461	-4%	-$80.4K	1.22%	26
2022 Q3	$1.56M	Sell	10,863 -1,899	-15%	-$290K	1.04%	28
2022 Q2	$1.85M	Buy	12,762 +435	+4%	+$71.9K	1.16%	23
2022 Q1	$2.01M	Buy	12,327 +1,528	+14%	+$219K	1.05%	26
2021 Q4	$1.27M	Buy	10,799 +424	+4%	+$48.2K	0.62%	53
2021 Q3	$1.05M	Sell	10,375 -6,623	-39%	-$661K	0.56%	64
2021 Q2	$1.78M	Buy	16,998 +2,813	+20%	+$297K	0.93%	31
2021 Q1	$1.49M	Buy	14,185 +4,460	+46%	+$436K	0.83%	38
2020 Q4	$821K	Buy	9,725 +271	+3%	+$21.9K	0.49%	71
2020 Q3	$681K	Hold	9,454	–	–	0.45%	73
2020 Q2	$844K	Hold	9,454	–	–	0.6%	55
2020 Q1	$685K	Sell	9,454 -200	-2%	-$19.8K	0.59%	55
2019 Q4	$1.16M	Sell	9,654 -16	-0.2%	-$1.89K	0.72%	43
2019 Q3	$1.15M	Buy	9,670 +50	+0.5%	+$6.07K	0.77%	40
2019 Q2	$1.2M	Hold	9,620	–	–	0.79%	39
2019 Q1	$1.19M	Hold	9,620	–	–	0.83%	35
2018 Q4	$1.05M	Sell	9,620 -75	-0.8%	-$8.69K	0.84%	37
2018 Q3	$1.19M	Buy	9,695 +73	+0.8%	+$8.86K	0.78%	36
2018 Q2	$1.22M	Buy	9,622 +124	+1%	+$15.4K	0.84%	34
2018 Q1	$1.08M	Buy	9,498 +155	+2%	+$18.5K	0.78%	38
2017 Q4	$1.17M	Buy	9,343 +250	+3%	+$29.6K	0.83%	37
2017 Q3	$1.07M	Sell	9,093 -40	-0.4%	-$4.37K	0.79%	36
2017 Q2	$953K	Buy	9,133 +130	+1%	+$13.8K	0.72%	37
2017 Q1	$967K	Hold	9,003	–	–	0.72%	37
2016 Q4	$1.06M	Hold	9,003	–	–	0.8%	28
2016 Q3	$927K	Hold	9,003	–	–	0.73%	33
2016 Q2	$944K	Buy	9,003 +40	+0.4%	+$4.02K	0.78%	31
2016 Q1	$851K	Hold	8,963	–	–	0.78%	35
2015 Q4	$806K	Buy	8,963 +150	+2%	+$13.5K	0.8%	37
2015 Q3	$695K	Sell	8,813 -990	-10%	-$83.3K	0.68%	44
2015 Q2	$946K	Sell	9,803 -150	-2%	-$15.8K	0.79%	34
2015 Q1	$1.04M	Buy	9,953 +190	+2%	+$20.3K	0.84%	30
2014 Q4	$1.09M	Sell	9,763 -725	-7%	-$82.4K	0.92%	28
2014 Q3	$1.25M	Sell	10,488 -6,256	-37%	-$798K	1.05%	23
2014 Q2	$2.19M	Sell	16,744 -970	-5%	-$121K	1.33%	21
2014 Q1	$2.11M	Buy	17,714 +50	+0.3%	+$5.82K	1.34%	21
2013 Q4	$2.21M	Buy	17,664 +35	+0.2%	+$4.23K	1.47%	17
2013 Q3	$2.14M	Hold	17,629	–	–	1.52%	15
2013 Q2	$2.09M	Buy	+17,629	New	+$2.13M	1.42%	15

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Aspen Investment Management reduced its Chevron (CVX) stake by 0.56% in Q2 2026, selling an estimated $13K and leaving 12,356 shares worth $2.05M. The position accounts for 0.55% of the portfolio, ranked #56.

Aspen Investment Management first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.57M in Q1 2026. 1,262 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Aspen Investment Management held 12,356 shares of Chevron worth $2.05M as of Q2 2026.
Aspen Investment Management sold 70 Chevron shares in Q2 2026, an estimated $13K.
Chevron made up 0.55% of Aspen Investment Management's portfolio in Q2 2026, its #56 holding.
Aspen Investment Management first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
Aspen Investment Management's Chevron position peaked at $2.57M in Q1 2026.
1,262 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.