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Chesley Taft & Associates’s Chevron CVX Stock Holding History

Chesley Taft & 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 		$7.73M Sell
46,629
-622
-1% -$116K 0.3% 70
2026
Q1 		$9.78M Buy
47,251
+982
+2% +$179K 0.41% 59
2025
Q4 		$7.05M Sell
46,269
-236
-0.5% -$35.9K 0.28% 75
2025
Q3 		$7.22M Buy
46,505
+9,436
+25% +$1.46M 0.31% 70
2025
Q2 		$5.31M Sell
37,069
-107
-0.3% -$15.1K 0.24% 88
2025
Q1 		$6.22M Buy
37,176
+1,136
+3% +$178K 0.3% 77
2024
Q4 		$5.22M Sell
36,040
-34
-0.1% -$5.2K 0.24% 81
2024
Q3 		$5.31M Sell
36,074
-59
-0.2% -$8.78K 0.25% 80
2024
Q2 		$5.65M Sell
36,133
-58
-0.2% -$9.25K 0.28% 73
2024
Q1 		$5.71M Sell
36,191
-194
-0.5% -$29.3K 0.29% 76
2023
Q4 		$5.43M Buy
36,385
+183
+0.5% +$27.7K 0.3% 71
2023
Q3 		$6.1M Sell
36,202
-250
-0.7% -$40.4K 0.4% 61
2023
Q2 		$5.74M Sell
36,452
-1,127
-3% -$181K 0.35% 70
2023
Q1 		$6.13M Sell
37,579
-3,449
-8% -$578K 0.4% 67
2022
Q4 		$7.36M Sell
41,028
-442
-1% -$77.1K 0.51% 55
2022
Q3 		$5.96M Sell
41,470
-610
-1% -$93K 0.44% 57
2022
Q2 		$6.09M Buy
42,080
+289
+0.7% +$47.8K 0.42% 65
2022
Q1 		$7.06M Buy
41,791
+2,065
+5% +$296K 0.41% 62
2021
Q4 		$4.66M Sell
39,726
-1,248
-3% -$142K 0.24% 91
2021
Q3 		$4.16M Sell
40,974
-1,180
-3% -$118K 0.24% 94
2021
Q2 		$4.42M Sell
42,154
-981
-2% -$104K 0.25% 88
2021
Q1 		$4.51M Buy
43,135
+4,379
+11% +$428K 0.27% 83
2020
Q4 		$3.27M Sell
38,756
-2,114
-5% -$171K 0.21% 93
2020
Q3 		$2.94M Sell
40,870
-27,432
-40% -$2.31M 0.21% 93
2020
Q2 		$6.09M Sell
68,302
-306
-0.4% -$27.4K 0.46% 59
2020
Q1 		$4.97M Sell
68,608
-940
-1% -$92.9K 0.45% 61
2019
Q4 		$8.38M Sell
69,548
-410
-0.6% -$48.3K 0.6% 51
2019
Q3 		$8.3M Buy
69,958
+2,291
+3% +$278K 0.64% 47
2019
Q2 		$8.42M Buy
67,667
+1,669
+3% +$202K 0.66% 48
2019
Q1 		$8.13M Buy
65,998
+1,814
+3% +$215K 0.68% 46
2018
Q4 		$6.98M Sell
64,184
-2,721
-4% -$315K 0.67% 48
2018
Q3 		$8.18M Buy
66,905
+245
+0.4% +$29.7K 0.65% 50
2018
Q2 		$8.43M Buy
66,660
+3,668
+6% +$455K 0.72% 48
2018
Q1 		$7.18M Sell
62,992
-615
-1% -$73.5K 0.64% 52
2017
Q4 		$7.96M Buy
63,607
+564
+0.9% +$66.9K 0.67% 50
2017
Q3 		$7.41M Buy
63,043
+2,277
+4% +$249K 0.64% 53
2017
Q2 		$6.34M Buy
60,766
+1,934
+3% +$205K 0.57% 56
2017
Q1 		$6.32M Buy
58,832
+410
+0.7% +$46K 0.59% 54
2016
Q4 		$6.88M Buy
58,422
+4,513
+8% +$491K 0.68% 48
2016
Q3 		$5.55M Sell
53,909
-926
-2% -$94.6K 0.56% 56
2016
Q2 		$5.75M Buy
54,835
+738
+1% +$74.2K 0.59% 52
2016
Q1 		$5.16M Buy
54,097
+2,991
+6% +$262K 0.54% 58
2015
Q4 		$4.6M Sell
51,106
-10,090
-16% -$910K 0.48% 68
2015
Q3 		$4.83M Sell
61,196
-1,970
-3% -$166K 0.53% 63
2015
Q2 		$6.09M Buy
63,166
+250
+0.4% +$26.3K 0.62% 55
2015
Q1 		$6.61M Sell
62,916
-58,909
-48% -$6.29M 0.68% 51
2014
Q4 		$13.7M Sell
121,825
-4,721
-4% -$536K 1.38% 21
2014
Q3 		$15.1M Buy
126,546
+1,101
+0.9% +$140K 1.58% 13
2014
Q2 		$16.4M Sell
125,445
-567
-0.4% -$70.5K 1.69% 8
2014
Q1 		$15M Sell
126,012
-9,578
-7% -$1.11M 1.61% 12
2013
Q4 		$16.9M Buy
135,590
+600
+0.4% +$72.5K 1.69% 8
2013
Q3 		$16.4M Buy
134,990
+133
+0.1% +$16.3K 1.79% 8
2013
Q2 		$16M Buy
+134,857
New +$16.3M 1.85% 8

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Chesley Taft & Associates's CVX Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Chevron (CVX) stake by 1.3% in Q2 2026, selling an estimated $116K and leaving 46,629 shares worth $7.73M. The position accounts for 0.3% of the portfolio, ranked #70.

Chesley Taft & Associates first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.9M in Q4 2013. 1,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Chesley Taft & Associates held 46,629 shares of Chevron worth $7.73M as of Q2 2026.
  • Chesley Taft & Associates sold 622 Chevron shares in Q2 2026, an estimated $116K.
  • Chevron made up 0.3% of Chesley Taft & Associates's portfolio in Q2 2026, its #70 holding.
  • Chesley Taft & Associates first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Chesley Taft & Associates's Chevron position peaked at $16.9M in Q4 2013.
  • 1,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.