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Asset Management Group’s Chevron CVX Stock Holding History

Asset Management Group’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 		– Sell
-1,154
Closed -$239K – 138
2026
Q1 		$239K Buy
+1,154
New +$210K 0.04% 130
2020
Q1 		– Sell
-2,119
Closed -$255K – 104
2019
Q4 		$255K Sell
2,119
-33
-2% -$3.89K 0.08% 104
2019
Q3 		$255K Buy
2,152
+14
+0.7% +$1.7K 0.09% 102
2019
Q2 		$266K Buy
2,138
+28
+1% +$3.39K 0.09% 97
2019
Q1 		$260K Buy
2,110
+14
+0.7% +$1.66K 0.09% 97
2018
Q4 		$228K Buy
2,096
+13
+0.6% +$1.51K 0.09% 98
2018
Q3 		$255K Sell
2,083
-264
-11% -$32K 0.09% 101
2018
Q2 		$297K Sell
2,347
-188
-7% -$23.3K 0.1% 95
2018
Q1 		$289K Buy
2,535
+17
+0.7% +$2.03K 0.1% 92
2017
Q4 		$315K Buy
2,518
+166
+7% +$19.7K 0.11% 89
2017
Q3 		$276K Buy
2,352
+16
+0.7% +$1.75K 0.1% 91
2017
Q2 		$244K Buy
2,336
+41
+2% +$4.34K 0.09% 96
2017
Q1 		$246K Buy
2,295
+16
+0.7% +$1.79K 0.1% 98
2016
Q4 		$268K Sell
2,279
-660
-22% -$71.9K 0.11% 92
2016
Q3 		$302K Buy
2,939
+24
+0.8% +$2.45K 0.13% 88
2016
Q2 		$306K Buy
2,915
+23
+0.8% +$2.31K 0.13% 87
2016
Q1 		$276K Buy
2,892
+24
+0.8% +$2.1K 0.12% 87
2015
Q4 		$258K Buy
2,868
+27
+1% +$2.44K 0.12% 88
2015
Q3 		$224K Buy
2,841
+720
+34% +$60.6K 0.1% 90
2015
Q2 		$205K Buy
2,121
+92
+5% +$9.66K 0.09% 96
2015
Q1 		$213K Sell
2,029
-106
-5% -$11.3K 0.1% 91
2014
Q4 		$240K Buy
+2,135
New +$243K 0.12% 84

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Asset Management Group's CVX Position: Q2 2026 in Review

Asset Management Group sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,154 shares — an estimated $239K sold.

Asset Management Group first reported a position in CVX in Q4 2014 and held it in 22 quarters. The position peaked at $315K in Q4 2017. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Asset Management Group reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Asset Management Group sold 1,154 Chevron shares in Q2 2026, an estimated $239K.
  • Asset Management Group first reported a position in Chevron in Q4 2014 and held it in 22 quarters.
  • Asset Management Group's Chevron position peaked at $315K in Q4 2017.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Asset Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.