Atwood & Palmer’s Chevron CVX Stock Holding History

Atwood & Palmer’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	$824K	Sell	4,974 -110	-2%	-$20.5K	0.04%	99
2026 Q1	$1.05M	Sell	5,084 -19	-0.4%	-$3.46K	0.06%	86
2025 Q4	$778K	Buy	5,103 +300	+6%	+$45.7K	0.04%	99
2025 Q3	$746K	Hold	4,803	–	–	0.04%	101
2025 Q2	$688K	Sell	4,803 -100	-2%	-$14.1K	0.04%	101
2025 Q1	$820K	Sell	4,903 -16	-0.3%	-$2.5K	0.06%	92
2024 Q4	$712K	Buy	4,919 +16	+0.3%	+$2.45K	0.05%	97
2024 Q3	$722K	Hold	4,903	–	–	0.05%	97
2024 Q2	$767K	Sell	4,903 -100	-2%	-$15.9K	0.06%	88
2024 Q1	$789K	Sell	5,003 -162	-3%	-$24.4K	0.06%	88
2023 Q4	$770K	Buy	5,165 +500	+11%	+$75.6K	0.06%	88
2023 Q3	$787K	Hold	4,665	–	–	0.07%	87
2023 Q2	$734K	Hold	4,665	–	–	0.07%	96
2023 Q1	$761K	Sell	4,665 -300	-6%	-$50.3K	0.07%	86
2022 Q4	$891K	Buy	4,965 +142	+3%	+$24.8K	0.08%	93
2022 Q3	$693K	Sell	4,823 -100	-2%	-$15.3K	0.07%	95
2022 Q2	$713K	Buy	4,923 +130	+3%	+$21.5K	0.07%	92
2022 Q1	$780K	Hold	4,793	–	–	0.07%	87
2021 Q4	$562K	Buy	4,793 +56	+1%	+$6.36K	0.05%	108
2021 Q3	$481K	Buy	4,737 +200	+4%	+$19.9K	0.04%	109
2021 Q2	$475K	Hold	4,537	–	–	0.04%	111
2021 Q1	$475K	Buy	4,537 +37	+0.8%	+$3.61K	0.05%	104
2020 Q4	$380K	Sell	4,500 -250	-5%	-$20.2K	0.04%	114
2020 Q3	$342K	Sell	4,750 -75	-2%	-$6.31K	0.04%	106
2020 Q2	$431K	Hold	4,825	–	–	0.06%	90
2020 Q1	$350K	Buy	4,825 +75	+2%	+$7.41K	0.06%	92
2019 Q4	$572K	Sell	4,750 -200	-4%	-$23.6K	0.07%	82
2019 Q3	$587K	Sell	4,950 -651	-12%	-$79.1K	0.08%	80
2019 Q2	$697K	Hold	5,601	–	–	0.09%	78
2019 Q1	$690K	Sell	5,601 -90	-2%	-$10.6K	0.1%	75
2018 Q4	$619K	Buy	5,691 +41	+0.7%	+$4.75K	0.1%	78
2018 Q3	$691K	Sell	5,650 -33	-0.6%	-$4K	0.09%	77
2018 Q2	$719K	Buy	5,683 +33	+0.6%	+$4.1K	0.1%	74
2018 Q1	$644K	Hold	5,650	–	–	0.09%	75
2017 Q4	$707K	Sell	5,650 -100	-2%	-$11.9K	0.1%	75
2017 Q3	$676K	Hold	5,750	–	–	0.1%	77
2017 Q2	$600K	Hold	5,750	–	–	0.09%	80
2017 Q1	$617K	Sell	5,750 -141	-2%	-$15.8K	0.1%	76
2016 Q4	$693K	Hold	5,891	–	–	0.12%	69
2016 Q3	$606K	Buy	5,891 +541	+10%	+$55.2K	0.11%	69
2016 Q2	$561K	Hold	5,350	–	–	0.1%	76
2016 Q1	$510K	Sell	5,350 -2,433	-31%	-$213K	0.09%	81
2015 Q4	$700K	Hold	7,783	–	–	0.13%	79
2015 Q3	$614K	Sell	7,783 -2,364	-23%	-$199K	0.12%	83
2015 Q2	$979K	Buy	10,147 +97	+1%	+$10.2K	0.18%	74
2015 Q1	$1.05M	Hold	10,050	–	–	0.19%	71
2014 Q4	$1.13M	Sell	10,050 -5,422	-35%	-$616K	0.21%	63
2014 Q3	$1.85M	Buy	15,472 +2,772	+22%	+$354K	0.35%	53
2014 Q2	$1.66M	Sell	12,700 -6,507	-34%	-$810K	0.44%	50
2014 Q1	$2.28M	Hold	19,207	–	–	0.53%	36
2013 Q4	$2.4M	Buy	19,207 +123	+0.6%	+$14.9K	0.59%	33
2013 Q3	$2.32M	Hold	19,084	–	–	0.64%	33
2013 Q2	$2.26M	Buy	+19,084	New	+$2.31M	0.61%	35

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

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 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

Atwood & Palmer's CVX Position: Q2 2026 in Review

Atwood & Palmer reduced its Chevron (CVX) stake by 2.2% in Q2 2026, selling an estimated $20.5K and leaving 4,974 shares worth $824K. The position accounts for 0.04% of the portfolio, ranked #99.

Atwood & Palmer first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.4M in Q4 2013. 1,065 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Atwood & Palmer held 4,974 shares of Chevron worth $824K as of Q2 2026.
Atwood & Palmer sold 110 Chevron shares in Q2 2026, an estimated $20.5K.
Chevron made up 0.04% of Atwood & Palmer's portfolio in Q2 2026, its #99 holding.
Atwood & Palmer first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
Atwood & Palmer's Chevron position peaked at $2.4M in Q4 2013.
1,065 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.