Burns Matteson Capital Management’s Chevron CVX Stock Holding History

Burns Matteson 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	$224K	Sell	1,350 -500	-27%	-$93.1K	0.07%	178
2026 Q1	$383K	Buy	1,850 +472	+34%	+$86.1K	0.14%	148
2025 Q4	$210K	Hold	1,378	–	–	0.07%	183
2025 Q3	$214K	Sell	1,378 -47	-3%	-$7.28K	0.08%	182
2025 Q2	$204K	Sell	1,425 -37	-3%	-$5.22K	0.1%	172
2025 Q1	$245K	Sell	1,462 -68	-4%	-$10.6K	0.13%	139
2024 Q4	$222K	Hold	1,530	–	–	0.12%	137
2024 Q3	$225K	Hold	1,530	–	–	0.13%	136
2024 Q2	$239K	Sell	1,530 -19	-1%	-$3.03K	0.15%	128
2024 Q1	$244K	Sell	1,549 -69	-4%	-$10.4K	0.16%	132
2023 Q4	$241K	Sell	1,618 -3,886	-71%	-$588K	0.17%	120
2023 Q3	$928K	Buy	5,504 +3,859	+235%	+$623K	0.59%	30
2023 Q2	$259K	Sell	1,645 -20	-1%	-$3.21K	0.16%	128
2023 Q1	$272K	Sell	1,665 -25	-1%	-$4.19K	0.17%	121
2022 Q4	$303K	Hold	1,690	–	–	0.2%	116
2022 Q3	$243K	Sell	1,690 -35	-2%	-$5.34K	0.18%	89
2022 Q2	$250K	Hold	1,725	–	–	0.18%	103
2022 Q1	$281K	Hold	1,725	–	–	0.2%	102
2021 Q4	$202K	Buy	+1,725	New	+$196K	0.14%	126

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Burns Matteson Capital Management's CVX Position: Q2 2026 in Review

Burns Matteson Capital Management reduced its Chevron (CVX) stake by 27% in Q2 2026, selling an estimated $93.1K and leaving 1,350 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #178.

Burns Matteson Capital Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $928K in Q3 2023. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Burns Matteson Capital Management held 1,350 shares of Chevron worth $224K as of Q2 2026.
Burns Matteson Capital Management sold 500 Chevron shares in Q2 2026, an estimated $93.1K.
Chevron made up 0.07% of Burns Matteson Capital Management's portfolio in Q2 2026, its #178 holding.
Burns Matteson Capital Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
Burns Matteson Capital Management's Chevron position peaked at $928K in Q3 2023.
2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.