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Benjamin Edwards Inc’s Chevron CVX Stock Holding History

Benjamin Edwards Inc’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 		$20.8M Sell
125,480
-6,561
-5% -$1.22M 0.19% 142
2026
Q1 		$27.3M Buy
132,041
+4,907
+4% +$895K 0.27% 113
2025
Q4 		$19.4M Sell
127,134
-5,064
-4% -$771K 0.21% 121
2025
Q3 		$20.5M Sell
132,198
-777
-0.6% -$120K 0.23% 112
2025
Q2 		$19M Buy
132,975
+4,277
+3% +$603K 0.24% 106
2025
Q1 		$21.5M Sell
128,698
-16,314
-11% -$2.55M 0.3% 94
2024
Q4 		$21M Sell
145,012
-2,247
-2% -$344K 0.3% 93
2024
Q3 		$21.7M Buy
147,259
+118,124
+405% +$17.6M 0.32% 90
2024
Q2 		$4.56M Buy
29,135
+2,740
+10% +$437K 0.88% 21
2024
Q1 		$4.16M Sell
26,395
-481
-2% -$72.6K 0.83% 25
2023
Q4 		$4.01M Sell
26,876
-1,266
-4% -$191K 0.87% 21
2023
Q3 		$4.75M Buy
28,142
+2,070
+8% +$334K 1.12% 12
2023
Q2 		$4.1M Buy
26,072
+5,162
+25% +$828K 0.95% 21
2023
Q1 		$3.41M Buy
20,910
+2,313
+12% +$388K 0.83% 33
2022
Q4 		$3.34M Buy
18,597
+742
+4% +$129K 0.88% 30
2022
Q3 		$2.56M Buy
17,855
+609
+4% +$92.9K 0.77% 37
2022
Q2 		$2.5M Buy
17,246
+6
+0% +$992 0.73% 38
2022
Q1 		$2.81M Buy
17,240
+3,329
+24% +$477K 0.82% 26
2021
Q4 		$1.63M Buy
13,911
+9,259
+199% +$1.05M 0.53% 51
2021
Q3 		$472K Buy
4,652
+959
+26% +$95.7K 0.29% 114
2021
Q2 		$387K Buy
3,693
+274
+8% +$28.9K 0.27% 122
2021
Q1 		$358K Sell
3,419
-3,133
-48% -$306K 0.27% 119
2020
Q4 		$553K Buy
6,552
+6,417
+4,753% +$520K 0.43% 90
2020
Q3 		$10K Sell
135
-49
-27% -$4.12K 0.01% 308
2020
Q2 		$16K Hold
184
– – 0.01% 266
2020
Q1 		$13K Buy
184
+49
+36% +$4.84K 0.01% 266
2019
Q4 		$16K Hold
135
– – 0.03% 187
2019
Q3 		$16K Sell
135
-54
-29% -$6.56K 0.03% 181
2019
Q2 		$24K Hold
189
– – 0.06% 154
2019
Q1 		$23K Buy
+189
New +$22.4K 0.11% 151

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Benjamin Edwards Inc's CVX Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Chevron (CVX) stake by 5% in Q2 2026, selling an estimated $1.22M and leaving 125,480 shares worth $20.8M. The position accounts for 0.19% of the portfolio, ranked #142.

Benjamin Edwards Inc first reported a position in CVX in Q1 2019 and has held it in 30 quarters since. The position peaked at $27.3M in Q1 2026. 2,287 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Benjamin Edwards Inc held 125,480 shares of Chevron worth $20.8M as of Q2 2026.
  • Benjamin Edwards Inc sold 6,561 Chevron shares in Q2 2026, an estimated $1.22M.
  • Chevron made up 0.19% of Benjamin Edwards Inc's portfolio in Q2 2026, its #142 holding.
  • Benjamin Edwards Inc first reported a position in Chevron in Q1 2019 and has held it in 30 quarters since.
  • Benjamin Edwards Inc's Chevron position peaked at $27.3M in Q1 2026.
  • 2,287 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.