BCM
CVX icon

Banyan Capital Management’s Chevron CVX Stock Holding History

Banyan Capital 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 		$591K Sell
3,566
-52
-1% -$9.68K 0.26% 38
2026
Q1 		$749K Sell
3,618
-180
-5% -$32.8K 0.32% 30
2025
Q4 		$579K Sell
3,798
-500
-12% -$76.2K 0.25% 33
2025
Q3 		$667K Buy
+4,298
New +$666K 0.3% 24

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Banyan Capital Management's CVX Position: Q2 2026 in Review

Banyan Capital Management reduced its Chevron (CVX) stake by 1.4% in Q2 2026, selling an estimated $9.68K and leaving 3,566 shares worth $591K. The position accounts for 0.26% of the portfolio, ranked #38.

Banyan Capital Management first reported a position in CVX in Q3 2025 and has held it in 4 quarters since. The position peaked at $749K in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Banyan Capital Management held 3,566 shares of Chevron worth $591K as of Q2 2026.
  • Banyan Capital Management sold 52 Chevron shares in Q2 2026, an estimated $9.68K.
  • Chevron made up 0.26% of Banyan Capital Management's portfolio in Q2 2026, its #38 holding.
  • Banyan Capital Management first reported a position in Chevron in Q3 2025 and has held it in 4 quarters since.
  • Banyan Capital Management's Chevron position peaked at $749K in Q1 2026.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Banyan Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.