Cresset Asset Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-100
Closed -$15.2K – 1690
2025
Q4
$15.2K Hold
100
– – ﹤0.01% 1651
2025
Q3
$15.5K Hold
100
– – ﹤0.01% 1563
2025
Q2
$14.3K Hold
100
– – ﹤0.01% 1421
2025
Q1
$16.7K Buy
+100
New +$15.7K ﹤0.01% 1693
2024
Q4
– Sell
-100
Closed -$15.3K – 1724
2024
Q3
$14.7K Hold
100
– – ﹤0.01% 2151
2024
Q2
$15.6K Buy
+100
New +$15.9K ﹤0.01% 2069

Other funds holding CVX

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

Cresset Asset Management increased its Chevron (CVX) stake by 16% in Q2 2026, buying an estimated $8.51M and bringing the position to 325,585 shares worth $54M. The position accounts for 0.2% of the portfolio, ranked #84.

Cresset Asset Management first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $58M in Q2 2024. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cresset Asset Management held 325,585 shares of Chevron worth $54M as of Q2 2026.
  • Cresset Asset Management bought 45,699 Chevron shares in Q2 2026, an estimated $8.51M.
  • Chevron made up 0.2% of Cresset Asset Management's portfolio in Q2 2026, its #84 holding.
  • Cresset Asset Management first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
  • Cresset Asset Management's Chevron position peaked at $58M in Q2 2024.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.