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Bruce G. Allen Investments’s Chevron CVX Stock Holding History

Bruce G. Allen Investments’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 		$416K Sell
2,507
-82
-3% -$15.3K 0.26% 44
2026
Q1 		$536K Sell
2,589
-215
-8% -$39.2K 0.35% 33
2025
Q4 		$427K Sell
2,804
-137
-5% -$20.9K 0.29% 42
2025
Q3 		$457K Buy
2,941
+15
+0.5% +$2.32K 0.33% 37
2025
Q2 		$419K Sell
2,926
-187
-6% -$26.4K 0.32% 38
2025
Q1 		$521K Sell
3,113
-84
-3% -$13.2K 0.41% 32
2024
Q4 		$463K Sell
3,197
-143
-4% -$21.9K 0.38% 37
2024
Q3 		$492K Sell
3,340
-117
-3% -$17.4K 0.38% 39
2024
Q2 		$541K Buy
3,457
+93
+3% +$14.8K 0.45% 32
2024
Q1 		$531K Buy
3,364
+238
+8% +$35.9K 0.44% 32
2023
Q4 		$466K Buy
+3,126
New +$473K 0.42% 32

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 22.96% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Bruce G. Allen Investments's CVX Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Chevron (CVX) stake by 3.2% in Q2 2026, selling an estimated $15.3K and leaving 2,507 shares worth $416K. The position accounts for 0.26% of the portfolio, ranked #44.

Bruce G. Allen Investments first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $541K in Q2 2024. 2,483 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Bruce G. Allen Investments held 2,507 shares of Chevron worth $416K as of Q2 2026.
  • Bruce G. Allen Investments sold 82 Chevron shares in Q2 2026, an estimated $15.3K.
  • Chevron made up 0.26% of Bruce G. Allen Investments's portfolio in Q2 2026, its #44 holding.
  • Bruce G. Allen Investments first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Chevron position peaked at $541K in Q2 2024.
  • 2,483 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.