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Aull & Monroe Investment Management’s Chevron CVX Stock Holding History

Aull & Monroe 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 		$4.01M Sell
24,193
-44
-0.2% -$8.19K 1.68% 17
2026
Q1 		$5.01M Sell
24,237
-156
-0.6% -$28.4K 2.33% 12
2025
Q4 		$3.72M Buy
24,393
+234
+1% +$35.6K 1.86% 17
2025
Q3 		$3.75M Buy
24,159
+464
+2% +$71.9K 1.91% 18
2025
Q2 		$3.39M Sell
23,695
-2,280
-9% -$321K 1.82% 17
2025
Q1 		$4.35M Sell
25,975
-75
-0.3% -$11.7K 2.16% 13
2024
Q4 		$3.77M Sell
26,050
-1,230
-5% -$188K 1.92% 16
2024
Q3 		$4.02M Sell
27,280
-773
-3% -$115K 1.86% 15
2024
Q2 		$4.39M Sell
28,053
-950
-3% -$151K 2.15% 13
2024
Q1 		$4.57M Sell
29,003
-45
-0.2% -$6.79K 2.09% 13
2023
Q4 		$4.33M Sell
29,048
-229
-0.8% -$34.6K 2.14% 14
2023
Q3 		$4.94M Sell
29,277
-200
-0.7% -$32.3K 2.58% 11
2023
Q2 		$4.64M Hold
29,477
– – 2.33% 13
2023
Q1 		$4.81M Sell
29,477
-300
-1% -$50.3K 2.45% 11
2022
Q4 		$5.34M Sell
29,777
-700
-2% -$122K 2.66% 11
2022
Q3 		$4.38M Sell
30,477
-204
-0.7% -$31.1K 2.4% 10
2022
Q2 		$4.44M Buy
30,681
+25
+0.1% +$4.13K 2.25% 12
2022
Q1 		$4.99M Sell
30,656
-500
-2% -$71.7K 2.25% 12
2021
Q4 		$3.66M Sell
31,156
-300
-1% -$34.1K 1.63% 17
2021
Q3 		$3.19M Sell
31,456
-44
-0.1% -$4.39K 1.57% 20
2021
Q2 		$3.3M Hold
31,500
– – 1.57% 19
2021
Q1 		$3.3M Sell
31,500
-499
-2% -$48.7K 1.61% 18
2020
Q4 		$2.7M Buy
31,999
+2,387
+8% +$193K 1.44% 20
2020
Q3 		$2.13M Buy
29,612
+426
+1% +$35.8K 1.25% 25
2020
Q2 		$2.6M Sell
29,186
-530
-2% -$47.5K 1.61% 18
2020
Q1 		$2.15M Sell
29,716
-1,400
-4% -$138K 1.45% 20
2019
Q4 		$3.75M Sell
31,116
-42
-0.1% -$4.95K 1.9% 15
2019
Q3 		$3.69M Sell
31,158
-2,523
-7% -$306K 1.95% 15
2019
Q2 		$4.19M Sell
33,681
-175
-0.5% -$21.2K 2.23% 12
2019
Q1 		$4.17M Sell
33,856
-1,900
-5% -$225K 2.23% 14
2018
Q4 		$3.89M Sell
35,756
-1,615
-4% -$187K 2.22% 15
2018
Q3 		$4.57M Buy
37,371
+235
+0.6% +$28.5K 2.2% 12
2018
Q2 		$4.7M Buy
37,136
+1,710
+5% +$212K 2.41% 9
2018
Q1 		$4.04M Sell
35,426
-50
-0.1% -$5.98K 2.11% 13
2017
Q4 		$4.44M Sell
35,476
-1,295
-4% -$154K 2.24% 11
2017
Q3 		$4.32M Sell
36,771
-135
-0.4% -$14.7K 2.23% 12
2017
Q2 		$3.85M Sell
36,906
-100
-0.3% -$10.6K 2.06% 11
2017
Q1 		$3.97M Sell
37,006
-150
-0.4% -$16.8K 2.12% 10
2016
Q4 		$4.37M Sell
37,156
-150
-0.4% -$16.3K 2.45% 6
2016
Q3 		$3.84M Sell
37,306
-200
-0.5% -$20.4K 2.21% 11
2016
Q2 		$3.93M Sell
37,506
-200
-0.5% -$20.1K 2.26% 11
2016
Q1 		$3.6M Sell
37,706
-500
-1% -$43.7K 2.16% 12
2015
Q4 		$3.44M Buy
38,206
+1,850
+5% +$167K 2.13% 12
2015
Q3 		$2.87M Buy
36,356
+1,075
+3% +$90.5K 1.86% 12
2015
Q2 		$3.17M Buy
35,281
+1,754
+5% +$184K 1.86% 15
2015
Q1 		$3.52M Buy
33,527
+810
+2% +$86.4K 1.98% 12
2014
Q4 		$3.67M Sell
32,717
-408
-1% -$46.4K 1.99% 11
2014
Q3 		$3.95M Buy
33,125
+498
+2% +$63.5K 2.1% 11
2014
Q2 		$4.26M Sell
32,627
-240
-0.7% -$29.9K 2.27% 8
2014
Q1 		$3.91M Buy
32,867
+1,000
+3% +$116K 2.23% 10
2013
Q4 		$3.98M Buy
31,867
+400
+1% +$48.4K 2.32% 6
2013
Q3 		$3.82M Buy
31,467
+100
+0.3% +$12.3K 2.48% 6
2013
Q2 		$3.71M Buy
+31,367
New +$3.79M 2.5% 7

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
RG
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

Aull & Monroe Investment Management's CVX Position: Q2 2026 in Review

Aull & Monroe Investment Management reduced its Chevron (CVX) stake by 0.18% in Q2 2026, selling an estimated $8.19K and leaving 24,193 shares worth $4.01M. The position accounts for 1.68% of the portfolio, ranked #17.

Aull & Monroe Investment Management first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.34M in Q4 2022. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Aull & Monroe Investment Management held 24,193 shares of Chevron worth $4.01M as of Q2 2026.
  • Aull & Monroe Investment Management sold 44 Chevron shares in Q2 2026, an estimated $8.19K.
  • Chevron made up 1.68% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #17 holding.
  • Aull & Monroe Investment Management first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Aull & Monroe Investment Management's Chevron position peaked at $5.34M in Q4 2022.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.