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Camelot Portfolios’s Chevron CVX Stock Holding History

Camelot Portfolios’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
-1,720
Closed -$356K – 205
2026
Q1 		$356K Sell
1,720
-233
-12% -$42.5K 0.26% 130
2025
Q4 		$298K Sell
1,953
-228
-10% -$34.7K 0.18% 139
2025
Q3 		$339K Sell
2,181
-588
-21% -$91.1K 0.2% 131
2025
Q2 		$396K Buy
2,769
+191
+7% +$26.9K 0.24% 121
2025
Q1 		$431K Buy
+2,578
New +$404K 0.27% 118
2024
Q3 		– Sell
-2,431
Closed -$380K – 236
2024
Q2 		$380K Buy
+2,431
New +$388K 0.21% 109
2024
Q1 		– Sell
-1,701
Closed -$254K – 158
2023
Q4 		$254K Buy
+1,701
New +$257K 0.15% 155
2023
Q3 		– Sell
-1,737
Closed -$273K – 151
2023
Q2 		$273K Hold
1,737
– – 0.17% 145
2023
Q1 		$283K Buy
1,737
+43
+3% +$7.21K 0.2% 133
2022
Q4 		$304K Sell
1,694
-574
-25% -$100K 0.22% 124
2022
Q3 		$326K Sell
2,268
-1,105
-33% -$169K 0.31% 95
2022
Q2 		$488K Sell
3,373
-1,476
-30% -$244K 0.29% 108
2022
Q1 		$790K Sell
4,849
-4,740
-49% -$680K 0.39% 83
2021
Q4 		$1.13M Buy
9,589
+1,349
+16% +$153K 0.45% 63
2021
Q3 		$836K Sell
8,240
-2,250
-21% -$224K 0.43% 67
2021
Q2 		$1.1M Sell
10,490
-1,401
-12% -$148K 0.44% 65
2021
Q1 		$1.25M Buy
11,891
+5,781
+95% +$564K 0.52% 57
2020
Q4 		$516K Sell
6,110
-369
-6% -$29.9K 0.27% 98
2020
Q3 		$466K Buy
+6,479
New +$545K 0.29% 89
2020
Q1 		– Sell
-3,136
Closed -$378K – 216
2019
Q4 		$378K Buy
3,136
+2
+0.1% +$236 0.16% 147
2019
Q3 		$372K Sell
3,134
-23
-0.7% -$2.79K 0.18% 135
2019
Q2 		$393K Sell
3,157
-208
-6% -$25.2K 0.16% 147
2019
Q1 		$415K Buy
3,365
+1,089
+48% +$129K 0.17% 146
2018
Q4 		$248K Buy
2,276
+301
+15% +$34.9K 0.12% 180
2018
Q3 		$241K Sell
1,975
-27
-1% -$3.28K 0.11% 178
2018
Q2 		$253K Sell
2,002
-19
-0.9% -$2.36K 0.11% 175
2018
Q1 		$231K Sell
2,021
-23
-1% -$2.75K 0.11% 165
2017
Q4 		$256K Buy
2,044
+2
+0.1% +$237 0.12% 144
2017
Q3 		$240K Sell
2,042
-99
-5% -$10.8K 0.12% 147
2017
Q2 		$223K Buy
2,141
+58
+3% +$6.14K 0.11% 154
2017
Q1 		$224K Sell
2,083
-1,379
-40% -$155K 0.11% 158
2016
Q4 		$407K Sell
3,462
-78
-2% -$8.49K 0.21% 110
2016
Q3 		$364K Sell
3,540
-15
-0.4% -$1.53K 0.2% 114
2016
Q2 		$373K Sell
3,555
-40
-1% -$4.02K 0.22% 100
2016
Q1 		$343K Sell
3,595
-1,883
-34% -$165K 0.21% 107
2015
Q4 		$493K Buy
5,478
+1,019
+23% +$91.9K 0.31% 82
2015
Q3 		$352K Buy
4,459
+1,400
+46% +$118K 0.24% 103
2015
Q2 		$295K Buy
3,059
+22
+0.7% +$2.31K 0.17% 127
2015
Q1 		$319K Buy
3,037
+838
+38% +$89.4K 0.19% 126
2014
Q4 		$247K Buy
2,199
+52
+2% +$5.91K 0.14% 135
2014
Q3 		$256K Hold
2,147
– – 0.15% 134
2014
Q2 		$280K Sell
2,147
-40
-2% -$4.98K 0.18% 128
2014
Q1 		$260K Buy
2,187
+116
+6% +$13.5K 0.18% 124
2013
Q4 		$259K Buy
2,071
+74
+4% +$8.95K 0.17% 129
2013
Q3 		$243K Hold
1,997
– – 0.18% 120
2013
Q2 		$236K Buy
+1,997
New +$241K 0.18% 115

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
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

Camelot Portfolios's CVX Position: Q2 2026 in Review

Camelot Portfolios sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,720 shares — an estimated $356K sold.

Camelot Portfolios first reported a position in CVX in Q2 2013 and held it in 46 quarters. The position peaked at $1.25M in Q1 2021. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Camelot Portfolios reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Camelot Portfolios sold 1,720 Chevron shares in Q2 2026, an estimated $356K.
  • Camelot Portfolios first reported a position in Chevron in Q2 2013 and held it in 46 quarters.
  • Camelot Portfolios's Chevron position peaked at $1.25M in Q1 2021.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.