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CX Institutional’s Chevron CVX Stock Holding History

CX Institutional’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 		$2.98M Sell
17,976
-4,743
-21% -$883K 0.09% 207
2026
Q1 		$4.7M Sell
22,719
-38,182
-63% -$6.96M 0.14% 169
2025
Q4 		$9.28M Sell
60,901
-3,091
-5% -$471K 0.28% 90
2025
Q3 		$9.94M Buy
63,992
+11,464
+22% +$1.78M 0.3% 73
2025
Q2 		$7.52M Buy
52,528
+2,852
+6% +$402K 0.26% 78
2025
Q1 		$8.31M Sell
49,676
-7,681
-13% -$1.2M 0.31% 73
2024
Q4 		$8.31M Buy
57,357
+11,176
+24% +$1.71M 0.33% 69
2024
Q3 		$6.8M Buy
46,181
+22,735
+97% +$3.38M 0.3% 87
2024
Q2 		$3.67M Sell
23,446
-333
-1% -$53.1K 0.17% 137
2024
Q1 		$3.75M Buy
23,779
+8,948
+60% +$1.35M 0.18% 137
2023
Q4 		$2.21M Sell
14,831
-80
-0.5% -$12.1K 0.12% 187
2023
Q3 		$2.51M Buy
14,911
+848
+6% +$137K 0.14% 179
2023
Q2 		$2.21M Sell
14,063
-1,147
-8% -$184K 0.11% 206
2023
Q1 		$2.58M Sell
15,210
-67
-0.4% -$11.2K 0.14% 194
2022
Q4 		$2.74M Buy
15,277
+687
+5% +$120K 0.17% 168
2022
Q3 		$2.1M Sell
14,590
-56
-0.4% -$8.54K 0.15% 172
2022
Q2 		$2.12M Buy
14,646
+95
+0.7% +$15.7K 0.16% 161
2022
Q1 		$2.37M Sell
14,551
-9,834
-40% -$1.41M 0.19% 136
2021
Q4 		$2.86M Buy
24,385
+729
+3% +$82.8K 0.23% 132
2021
Q3 		$2.4M Buy
23,656
+358
+2% +$35.7K 0.2% 122
2021
Q2 		$2.44M Buy
23,298
+804
+4% +$84.9K 0.2% 121
2021
Q1 		$2.36M Buy
22,494
+12,214
+119% +$1.19M 0.21% 118
2020
Q4 		$868K Sell
10,280
-2,396
-19% -$194K 0.08% 199
2020
Q3 		$913K Buy
12,676
+2,712
+27% +$228K 0.1% 174
2020
Q2 		$889K Buy
9,964
+612
+7% +$54.8K 0.12% 154
2020
Q1 		$678K Sell
9,352
-11,894
-56% -$1.18M 0.11% 149
2019
Q4 		$2.56M Buy
21,246
+12,165
+134% +$1.43M 0.45% 56
2019
Q3 		$1.08M Buy
+9,081
New +$1.1M 0.17% 122
2019
Q2 		– Sell
-10,004
Closed -$1.23M – 956
2019
Q1 		$1.23M Sell
10,004
-10,861
-52% -$1.28M 0.22% 116
2018
Q4 		$2.27M Buy
20,865
+20,799
+31,514% +$2.41M 0.48% 47
2018
Q3 		$8K Hold
66
– – ﹤0.01% 265
2018
Q2 		$8K Buy
+66
New +$8.19K ﹤0.01% 236

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
P
PensionDanmark Copenhagen O, Denmark $12B AUM

CX Institutional's CVX Position: Q2 2026 in Review

CX Institutional reduced its Chevron (CVX) stake by 21% in Q2 2026, selling an estimated $883K and leaving 17,976 shares worth $2.98M. The position accounts for 0.09% of the portfolio, ranked #207.

CX Institutional first reported a position in CVX in Q2 2018 and has held it in 32 quarters since. The position peaked at $9.94M in Q3 2025. 1,003 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • CX Institutional held 17,976 shares of Chevron worth $2.98M as of Q2 2026.
  • CX Institutional sold 4,743 Chevron shares in Q2 2026, an estimated $883K.
  • Chevron made up 0.09% of CX Institutional's portfolio in Q2 2026, its #207 holding.
  • CX Institutional first reported a position in Chevron in Q2 2018 and has held it in 32 quarters since.
  • CX Institutional's Chevron position peaked at $9.94M in Q3 2025.
  • 1,003 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.