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Chatterton & Associates’s Chevron CVX Stock Holding History

Chatterton & Associates’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
-3,427
Closed -$652K – 104
2026
Q1 		$652K Buy
3,427
+57
+2% +$10.4K 0.46% 47
2025
Q4 		$514K Buy
+3,370
New +$513K 0.44% 51

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Chatterton & Associates's CVX Position: Q2 2026 in Review

Chatterton & Associates sold out of Chevron (CVX) in Q2 2026, closing a stake of 3,427 shares — an estimated $652K sold.

Chatterton & Associates first reported a position in CVX in Q4 2025 and held it in 2 quarters. The position peaked at $652K in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Chatterton & Associates reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Chatterton & Associates sold 3,427 Chevron shares in Q2 2026, an estimated $652K.
  • Chatterton & Associates first reported a position in Chevron in Q4 2025 and held it in 2 quarters.
  • Chatterton & Associates's Chevron position peaked at $652K in Q1 2026.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.