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Bonness Enterprises’s Chevron CVX Stock Holding History

Bonness Enterprises’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 		– Sell
-1,100
Closed -$228K – 38
2026
Q1 		$228K Buy
+1,100
New +$201K 0.08% 38
2014
Q2 		– Sell
-3,050
Closed -$363K – 51
2014
Q1 		$363K Hold
3,050
– – 0.32% 45
2013
Q4 		$381K Hold
3,050
– – 0.34% 45
2013
Q3 		$371K Sell
3,050
-400
-12% -$49.2K 0.36% 45
2013
Q2 		$408K Buy
+3,450
New +$417K 0.4% 45

Other funds holding CVX

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bonness Enterprises's CVX Position: Q2 2026 in Review

Bonness Enterprises sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,100 shares — an estimated $228K sold.

Bonness Enterprises first reported a position in CVX in Q2 2013 and held it in 5 quarters. The position peaked at $408K in Q2 2013. 2,103 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Bonness Enterprises reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Bonness Enterprises sold 1,100 Chevron shares in Q2 2026, an estimated $228K.
  • Bonness Enterprises first reported a position in Chevron in Q2 2013 and held it in 5 quarters.
  • Bonness Enterprises's Chevron position peaked at $408K in Q2 2013.
  • 2,103 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Bonness Enterprises's 13F filing for Q2 2026, filed 9 Jul 2026.