Azimuth Capital Investment Management
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Azimuth Capital Investment Management’s Chevron CVX Stock Holding History

Azimuth Capital 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 		$24.6M Sell
148,458
-1,839
-1% -$342K 0.83% 25
2026
Q1 		$31.1M Buy
150,297
+46,541
+45% +$8.49M 1.17% 11
2025
Q4 		$15.8M Buy
103,756
+4,115
+4% +$627K 0.57% 48
2025
Q3 		$15.5M Sell
99,641
-153
-0.2% -$23.7K 0.56% 54
2025
Q2 		$14.3M Buy
99,794
+1,430
+1% +$202K 0.53% 56
2025
Q1 		$16.5M Buy
98,364
+18,123
+23% +$2.84M 0.66% 43
2024
Q4 		$11.6M Buy
80,241
+1,514
+2% +$232K 0.45% 67
2024
Q3 		$11.6M Sell
78,727
-1,149
-1% -$171K 0.45% 68
2024
Q2 		$12.5M Buy
79,876
+625
+0.8% +$99.7K 0.51% 54
2024
Q1 		$12.5M Sell
79,251
-167
-0.2% -$25.2K 0.52% 62
2023
Q4 		$11.8M Buy
79,418
+17
+0% +$2.57K 0.53% 60
2023
Q3 		$13.4M Sell
79,401
-1,031
-1% -$167K 0.66% 47
2023
Q2 		$12.7M Sell
80,432
-3,678
-4% -$590K 0.6% 53
2023
Q1 		$13.7M Sell
84,110
-29,461
-26% -$4.94M 0.68% 51
2022
Q4 		$20.4M Sell
113,571
-2,280
-2% -$398K 1.03% 20
2022
Q3 		$16.6M Buy
115,851
+383
+0.3% +$58.4K 0.91% 27
2022
Q2 		$16.7M Buy
+115,468
New +$19.1M 0.84% 25

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Azimuth Capital Investment Management's CVX Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its Chevron (CVX) stake by 1.2% in Q2 2026, selling an estimated $342K and leaving 148,458 shares worth $24.6M. The position accounts for 0.83% of the portfolio, ranked #25.

Azimuth Capital Investment Management first reported a position in CVX in Q2 2022 and has held it in 17 quarters since. The position peaked at $31.1M in Q1 2026. 4,142 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Azimuth Capital Investment Management held 148,458 shares of Chevron worth $24.6M as of Q2 2026.
  • Azimuth Capital Investment Management sold 1,839 Chevron shares in Q2 2026, an estimated $342K.
  • Chevron made up 0.83% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #25 holding.
  • Azimuth Capital Investment Management first reported a position in Chevron in Q2 2022 and has held it in 17 quarters since.
  • Azimuth Capital Investment Management's Chevron position peaked at $31.1M in Q1 2026.
  • 4,142 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.