Byrne Asset Management’s Chevron CVX Stock Holding History

Byrne Asset 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	$506K	Sell	3,051 -348	-10%	-$64.8K	0.27%	75
2026 Q1	$703K	Buy	3,399 +3,072	+939%	+$560K	0.41%	64
2025 Q4	$49.8K	Buy	327 +19	+6%	+$2.89K	0.03%	277
2025 Q3	$47.8K	Buy	308 +38	+14%	+$5.88K	0.03%	248
2025 Q2	$38.7K	Hold	270	–	–	0.03%	284
2025 Q1	$45.2K	Hold	270	–	–	0.03%	225
2024 Q4	$39.1K	Sell	270 -15	-5%	-$2.3K	0.03%	217
2024 Q3	$42K	Sell	285 -40	-12%	-$5.95K	0.03%	219
2024 Q2	$50.8K	Hold	325	–	–	0.04%	196
2024 Q1	$51.3K	Sell	325 -74	-19%	-$11.2K	0.04%	198
2023 Q4	$60.6K	Buy	399 +314	+369%	+$47.5K	0.05%	184
2023 Q3	$14K	Sell	85 -24	-22%	-$3.88K	0.01%	307
2023 Q2	$17K	Hold	109	–	–	0.01%	345
2023 Q1	$18K	Sell	109 -6	-5%	-$1.01K	0.01%	324
2022 Q4	$20.6K	Hold	115	–	–	0.02%	317
2022 Q3	$17K	Sell	115 -10	-8%	-$1.52K	0.01%	309
2022 Q2	$18K	Sell	125 -15	-11%	-$2.48K	0.01%	291
2022 Q1	$23K	Sell	140 -170	-55%	-$24.4K	0.01%	292
2021 Q4	$36K	Buy	+310	New	+$35.2K	0.02%	239

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Byrne Asset Management's CVX Position: Q2 2026 in Review

Byrne Asset Management reduced its Chevron (CVX) stake by 10% in Q2 2026, selling an estimated $64.8K and leaving 3,051 shares worth $506K. The position accounts for 0.27% of the portfolio, ranked #75.

Byrne Asset Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $703K in Q1 2026. 2,730 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Byrne Asset Management held 3,051 shares of Chevron worth $506K as of Q2 2026.
Byrne Asset Management sold 348 Chevron shares in Q2 2026, an estimated $64.8K.
Chevron made up 0.27% of Byrne Asset Management's portfolio in Q2 2026, its #75 holding.
Byrne Asset Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
Byrne Asset Management's Chevron position peaked at $703K in Q1 2026.
2,730 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.