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Capital Analysts LLC’s Chevron CVX Stock Holding History

Capital Analysts LLC’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 		$7.83M Sell
47,261
-705
-1% -$131K 0.18% 111
2026
Q1 		$9.92M Buy
47,966
+549
+1% +$100K 0.26% 90
2025
Q4 		$7.23M Buy
47,417
+2,834
+6% +$432K 0.2% 107
2025
Q3 		$6.92M Buy
44,583
+156
+0.4% +$24.2K 0.2% 100
2025
Q2 		$6.36M Sell
44,427
-803
-2% -$113K 0.21% 94
2025
Q1 		$7.57M Buy
45,230
+2,456
+6% +$384K 0.28% 77
2024
Q4 		$6.2M Buy
42,774
+2
+0% +$306 0.25% 81
2024
Q3 		$6.3M Buy
42,772
+1,704
+4% +$254K 0.26% 81
2024
Q2 		$6.42M Buy
41,068
+620
+2% +$98.9K 0.28% 79
2024
Q1 		$6.38M Buy
40,448
+1,071
+3% +$162K 0.3% 74
2023
Q4 		$5.87M Sell
39,377
-617
-2% -$93.3K 0.3% 78
2023
Q3 		$6.74M Buy
39,994
+175
+0.4% +$28.3K 0.38% 60
2023
Q2 		$6.27M Sell
39,819
-2,361
-6% -$379K 0.35% 70
2023
Q1 		$6.88M Buy
42,180
+1,773
+4% +$297K 0.39% 57
2022
Q4 		$7.25M Sell
40,407
-505
-1% -$88.1K 0.44% 46
2022
Q3 		$5.88M Buy
40,912
+1,054
+3% +$161K 0.41% 55
2022
Q2 		$5.77M Sell
39,858
-835
-2% -$138K 0.4% 55
2022
Q1 		$6.63M Sell
40,693
-6,354
-14% -$911K 0.42% 49
2021
Q4 		$5.52M Sell
47,047
-619
-1% -$70.3K 0.34% 63
2021
Q3 		$4.84M Sell
47,666
-204
-0.4% -$20.3K 0.32% 65
2021
Q2 		$5.01M Sell
47,870
-695
-1% -$73.4K 0.34% 62
2021
Q1 		$5.09M Buy
48,565
+1,556
+3% +$152K 0.35% 62
2020
Q4 		$3.97M Sell
47,009
-697
-1% -$56.4K 0.35% 61
2020
Q3 		$3.44M Sell
47,706
-507
-1% -$42.6K 0.33% 63
2020
Q2 		$4.3M Buy
48,213
+2,315
+5% +$207K 0.45% 44
2020
Q1 		$3.33M Buy
45,898
+28,251
+160% +$2.79M 0.41% 58
2019
Q4 		$2.13M Buy
17,647
+581
+3% +$68.4K 0.21% 90
2019
Q3 		$2.02M Buy
17,066
+368
+2% +$44.7K 0.21% 88
2019
Q2 		$2.08M Sell
16,698
-40
-0.2% -$4.84K 0.23% 86
2019
Q1 		$2.06M Buy
16,738
+1,563
+10% +$185K 0.24% 84
2018
Q4 		$1.65M Buy
15,175
+511
+3% +$59.2K 0.22% 86
2018
Q3 		$1.79M Sell
14,664
-158
-1% -$19.2K 0.2% 89
2018
Q2 		$1.87M Buy
14,822
+2,279
+18% +$283K 0.22% 86
2018
Q1 		$1.43M Buy
12,543
+290
+2% +$34.7K 0.18% 92
2017
Q4 		$1.53M Sell
12,253
-286
-2% -$33.9K 0.19% 87
2017
Q3 		$1.47M Buy
12,539
+415
+3% +$45.3K 0.2% 85
2017
Q2 		$1.26M Buy
12,124
+418
+4% +$44.3K 0.18% 88
2017
Q1 		$1.26M Buy
11,706
+943
+9% +$106K 0.2% 81
2016
Q4 		$1.27M Buy
10,763
+8,606
+399% +$937K 0.22% 83
2016
Q3 		$222K Buy
2,157
+403
+23% +$41.1K 0.04% 166
2016
Q2 		$184K Sell
1,754
-740
-30% -$74.4K 0.04% 177
2016
Q1 		$238K Buy
2,494
+103
+4% +$9.01K 0.05% 168
2015
Q4 		$215K Sell
2,391
-2,868
-55% -$259K 0.04% 171
2015
Q3 		$415K Buy
5,259
+3,409
+184% +$287K 0.08% 156
2015
Q2 		$178K Buy
1,850
+58
+3% +$6.09K 0.04% 181
2015
Q1 		$188K Sell
1,792
-7,554
-81% -$806K 0.04% 169
2014
Q4 		$1.05M Buy
9,346
+971
+12% +$110K 0.23% 94
2014
Q3 		$999K Buy
8,375
+121
+1% +$15.4K 0.23% 88
2014
Q2 		$1.08M Buy
8,254
+171
+2% +$21.3K 0.26% 84
2014
Q1 		$961K Buy
8,083
+75
+0.9% +$8.72K 0.25% 86
2013
Q4 		$1M Sell
8,008
-182
-2% -$22K 0.27% 85
2013
Q3 		$995K Buy
8,190
+457
+6% +$56.2K 0.3% 84
2013
Q2 		$915K Buy
+7,733
New +$935K 0.29% 87

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

Capital Analysts LLC's CVX Position: Q2 2026 in Review

Capital Analysts LLC reduced its Chevron (CVX) stake by 1.5% in Q2 2026, selling an estimated $131K and leaving 47,261 shares worth $7.83M. The position accounts for 0.18% of the portfolio, ranked #111.

Capital Analysts LLC first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.92M in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Capital Analysts LLC held 47,261 shares of Chevron worth $7.83M as of Q2 2026.
  • Capital Analysts LLC sold 705 Chevron shares in Q2 2026, an estimated $131K.
  • Chevron made up 0.18% of Capital Analysts LLC's portfolio in Q2 2026, its #111 holding.
  • Capital Analysts LLC first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Capital Analysts LLC's Chevron position peaked at $9.92M in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.