Congress Asset Management’s Chevron CVX Stock Holding History

Congress 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	$14.9M	Buy	90,038 +8,034	+10%	+$1.5M	0.09%	173
2026 Q1	$17M	Buy	82,004 +2,999	+4%	+$547K	0.12%	165
2025 Q4	$12M	Sell	79,005 -2,403	-3%	-$366K	0.08%	185
2025 Q3	$12.6M	Sell	81,408 -1,193	-1%	-$185K	0.08%	179
2025 Q2	$11.8M	Sell	82,601 -433	-0.5%	-$61K	0.08%	183
2025 Q1	$13.9M	Buy	83,034 +626	+0.8%	+$98K	0.1%	161
2024 Q4	$11.9M	Sell	82,408 -4,522	-5%	-$692K	0.08%	183
2024 Q3	$12.8M	Sell	86,930 -1,359	-2%	-$202K	0.09%	175
2024 Q2	$13.8M	Sell	88,289 -307,419	-78%	-$49M	0.1%	157
2024 Q1	$62.4M	Buy	395,708 +31,207	+9%	+$4.71M	0.45%	83
2023 Q4	$54.4M	Sell	364,501 -54,586	-13%	-$8.26M	0.43%	81
2023 Q3	$70.7M	Buy	419,087 +3,702	+0.9%	+$598K	0.63%	75
2023 Q2	$65.4M	Sell	415,385 -1,584	-0.4%	-$254K	0.57%	74
2023 Q1	$68M	Sell	416,969 -13,327	-3%	-$2.23M	0.63%	75
2022 Q4	$77.2M	Sell	430,296 -1,041	-0.2%	-$182K	0.77%	68
2022 Q3	$62M	Buy	431,337 +36,805	+9%	+$5.61M	0.66%	72
2022 Q2	$57.1M	Buy	394,532 +308,711	+360%	+$51M	0.55%	77
2022 Q1	$14M	Buy	85,821 +2,010	+2%	+$288K	0.12%	127
2021 Q4	$9.84M	Buy	83,811 +1,707	+2%	+$194K	0.07%	167
2021 Q3	$8.33M	Buy	82,104 +1,190	+1%	+$119K	0.07%	180
2021 Q2	$8.47M	Buy	80,914 +3,802	+5%	+$401K	0.07%	172
2021 Q1	$8.08M	Buy	+77,112	New	+$7.53M	0.07%	159
2020 Q2	–	Sell	-14,112	Closed	-$1.02M	–	323
2020 Q1	$1.02M	Sell	14,112 -394,608	-97%	-$39M	0.02%	249
2019 Q4	$49.3M	Buy	408,720 +2,490	+0.6%	+$293K	0.6%	77
2019 Q3	$48.2M	Buy	406,230 +7,633	+2%	+$927K	0.62%	77
2019 Q2	$49.6M	Buy	398,597 +16,427	+4%	+$1.99M	0.63%	76
2019 Q1	$47.1M	Buy	382,170 +29,052	+8%	+$3.44M	0.62%	75
2018 Q4	$38.4M	Sell	353,118 -12,140	-3%	-$1.41M	0.58%	77
2018 Q3	$44.7M	Buy	365,258 +2,032	+0.6%	+$247K	0.58%	78
2018 Q2	$45.9M	Buy	363,226 +908	+0.3%	+$113K	0.63%	75
2018 Q1	$41.3M	Sell	362,318 -75	-0%	-$8.97K	0.58%	77
2017 Q4	$45.4M	Sell	362,393 -2,085	-0.6%	-$247K	0.66%	76
2017 Q3	$42.8M	Buy	364,478 +17,027	+5%	+$1.86M	0.66%	75
2017 Q2	$36.3M	Buy	347,451 +7,479	+2%	+$792K	0.65%	77
2017 Q1	$36.5M	Buy	339,972 +4,726	+1%	+$530K	0.7%	77
2016 Q4	$39.5M	Buy	335,246 +332,372	+11,565%	+$36.2M	0.83%	72
2016 Q3	$296K	Hold	2,874	–	–	0.01%	209
2016 Q2	$301K	Sell	2,874 -1,163	-29%	-$117K	0.01%	211
2016 Q1	$385K	Buy	4,037 +115	+3%	+$10.1K	0.01%	203
2015 Q4	$353K	Sell	3,922 -15	-0.4%	-$1.35K	0.01%	211
2015 Q3	$311K	Sell	3,937 -21,907	-85%	-$1.84M	0.01%	199
2015 Q2	$2.49M	Buy	25,844 +1,584	+7%	+$166K	0.07%	167
2015 Q1	$2.55M	Buy	24,260 +2,213	+10%	+$236K	0.06%	164
2014 Q4	$2.47M	Buy	22,047 +2,599	+13%	+$295K	0.06%	164
2014 Q3	$2.32M	Buy	19,448 +1,754	+10%	+$224K	0.06%	161
2014 Q2	$2.31M	Buy	17,694 +526	+3%	+$65.4K	0.06%	163
2014 Q1	$2.04M	Buy	17,168 +1,735	+11%	+$202K	0.05%	167
2013 Q4	$1.93M	Buy	15,433 +1,645	+12%	+$199K	0.05%	164
2013 Q3	$1.68M	Buy	13,788 +1,749	+15%	+$215K	0.05%	164
2013 Q2	$1.43M	Buy	+12,039	New	+$1.46M	0.04%	163

Other funds holding CVX

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Congress Asset Management increased its Chevron (CVX) stake by 9.8% in Q2 2026, buying an estimated $1.5M and bringing the position to 90,038 shares worth $14.9M. The position accounts for 0.09% of the portfolio, ranked #173.

Congress Asset Management first reported a position in CVX in Q2 2013 and has held it in 50 quarters since. The position peaked at $77.2M in Q4 2022. 883 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Congress Asset Management held 90,038 shares of Chevron worth $14.9M as of Q2 2026.
Congress Asset Management bought 8,034 Chevron shares in Q2 2026, an estimated $1.5M.
Chevron made up 0.09% of Congress Asset Management's portfolio in Q2 2026, its #173 holding.
Congress Asset Management first reported a position in Chevron in Q2 2013 and has held it in 50 quarters since.
Congress Asset Management's Chevron position peaked at $77.2M in Q4 2022.
883 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.