CI
CVX icon

Cherokee Insurance’s Chevron CVX Stock Holding History

Cherokee Insurance’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 		$7.84M Sell
47,299
-8,000
-14% -$1.49M 3.03% 6
2026
Q1 		$11.4M Hold
55,299
– – 4.34% 2
2025
Q4 		$8.43M Hold
55,299
– – 3.42% 5
2025
Q3 		$8.59M Hold
55,299
– – 3.68% 4
2025
Q2 		$7.92M Hold
55,299
– – 3.45% 5
2025
Q1 		$9.25M Hold
55,299
– – 4.09% 3
2024
Q4 		$8.01M Buy
+55,299
New +$8.46M 3.63% 5

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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Cherokee Insurance's CVX Position: Q2 2026 in Review

Cherokee Insurance reduced its Chevron (CVX) stake by 14% in Q2 2026, selling an estimated $1.49M and leaving 47,299 shares worth $7.84M. The position accounts for 3.03% of the portfolio, ranked #6.

Cherokee Insurance first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.4M in Q1 2026. 2,274 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cherokee Insurance held 47,299 shares of Chevron worth $7.84M as of Q2 2026.
  • Cherokee Insurance sold 8,000 Chevron shares in Q2 2026, an estimated $1.49M.
  • Chevron made up 3.03% of Cherokee Insurance's portfolio in Q2 2026, its #6 holding.
  • Cherokee Insurance first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Cherokee Insurance's Chevron position peaked at $11.4M in Q1 2026.
  • 2,274 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cherokee Insurance's 13F filing for Q2 2026, filed 3 Aug 2026.