Cidel Asset Management’s Chevron CVX Stock Holding History

Cidel Asset Management’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	$5.56M	Buy	33,565 +240	+0.7%	+$44.7K	0.27%	74
2026 Q1	$6.89M	Buy	33,325 +4,332	+15%	+$790K	0.38%	62
2025 Q4	$4.42M	Buy	28,993 +1,225	+4%	+$187K	0.31%	67
2025 Q3	$4.31M	Buy	27,768 +1,972	+8%	+$305K	0.25%	66
2025 Q2	$3.69M	Buy	25,796 +1,494	+6%	+$211K	0.22%	72
2025 Q1	$4.07M	Buy	24,302 +901	+4%	+$141K	0.27%	64
2024 Q4	$3.39M	Buy	23,401 +829	+4%	+$127K	0.23%	67
2024 Q3	$3.32M	Buy	22,572 +1,277	+6%	+$190K	0.23%	66
2024 Q2	$3.33M	Buy	21,295 +806	+4%	+$129K	0.26%	63
2024 Q1	$3.23M	Buy	20,489 +962	+5%	+$145K	0.25%	67
2023 Q4	$2.91M	Buy	19,527 +15,427	+376%	+$2.33M	0.12%	78
2023 Q3	$691K	Hold	4,100	–	–	0.03%	98
2023 Q2	$645K	Hold	4,100	–	–	0.03%	108
2023 Q1	$669K	Hold	4,100	–	–	0.03%	103
2022 Q4	$736K	Hold	4,100	–	–	0.03%	97
2022 Q3	$589K	Hold	4,100	–	–	0.03%	101
2022 Q2	$594K	Hold	4,100	–	–	0.03%	98
2022 Q1	$668K	Hold	4,100	–	–	0.02%	99
2021 Q4	$481K	Buy	+4,100	New	+$466K	0.02%	109

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Cidel Asset Management's CVX Position: Q2 2026 in Review

Cidel Asset Management increased its Chevron (CVX) stake by 0.72% in Q2 2026, buying an estimated $44.7K and bringing the position to 33,565 shares worth $5.56M. The position accounts for 0.27% of the portfolio, ranked #74.

Cidel Asset Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.89M in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Cidel Asset Management held 33,565 shares of Chevron worth $5.56M as of Q2 2026.
Cidel Asset Management bought 240 Chevron shares in Q2 2026, an estimated $44.7K.
Chevron made up 0.27% of Cidel Asset Management's portfolio in Q2 2026, its #74 holding.
Cidel Asset Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
Cidel Asset Management's Chevron position peaked at $6.89M in Q1 2026.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.