CA
CVX icon

Crumly & Associates’s Chevron CVX Stock Holding History

Crumly & 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 		$655K Buy
3,949
+23
+0.6% +$4.28K 0.13% 100
2026
Q1 		$812K Buy
3,926
+316
+9% +$57.6K 0.17% 82
2025
Q4 		$550K Sell
3,610
-517
-13% -$78.7K 0.12% 103
2025
Q3 		$641K Buy
4,127
+650
+19% +$101K 0.14% 93
2025
Q2 		$498K Buy
3,477
+39
+1% +$5.5K 0.12% 100
2025
Q1 		$575K Buy
3,438
+143
+4% +$22.4K 0.16% 91
2024
Q4 		$477K Sell
3,295
-409
-11% -$62.6K 0.13% 100
2024
Q3 		$545K Buy
3,704
+102
+3% +$15.2K 0.15% 97
2024
Q2 		$563K Buy
3,602
+120
+3% +$19.1K 0.16% 86
2024
Q1 		$549K Buy
3,482
+298
+9% +$45K 0.14% 95
2023
Q4 		$475K Sell
3,184
-542
-15% -$82K 0.14% 100
2023
Q3 		$628K Sell
3,726
-159
-4% -$25.7K 0.25% 56
2023
Q2 		$611K Buy
3,885
+129
+3% +$20.7K 0.24% 58
2023
Q1 		$613K Buy
3,756
+505
+16% +$84.7K 0.27% 59
2022
Q4 		$584K Sell
3,251
-63
-2% -$11K 0.22% 55
2022
Q3 		$476K Buy
3,314
+261
+9% +$39.8K 0.2% 63
2022
Q2 		$442K Buy
3,053
+386
+14% +$63.8K 0.18% 67
2022
Q1 		$434K Buy
2,667
+347
+15% +$49.8K 0.16% 77
2021
Q4 		$311K Buy
+2,320
New +$264K 0.12% 85

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Crumly & Associates's CVX Position: Q2 2026 in Review

Crumly & Associates increased its Chevron (CVX) stake by 0.59% in Q2 2026, buying an estimated $4.28K and bringing the position to 3,949 shares worth $655K. The position accounts for 0.13% of the portfolio, ranked #100.

Crumly & Associates first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $812K in Q1 2026. 1,956 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Crumly & Associates held 3,949 shares of Chevron worth $655K as of Q2 2026.
  • Crumly & Associates bought 23 Chevron shares in Q2 2026, an estimated $4.28K.
  • Chevron made up 0.13% of Crumly & Associates's portfolio in Q2 2026, its #100 holding.
  • Crumly & Associates first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Crumly & Associates's Chevron position peaked at $812K in Q1 2026.
  • 1,956 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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