DJSG
CVX icon

D.J. St. Germain’s Chevron CVX Stock Holding History

D.J. St. Germain’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 		$3.28M Sell
19,784
-76
-0.4% -$14.1K 0.12% 113
2026
Q1 		$4.11M Sell
19,860
-356
-2% -$64.9K 0.16% 101
2025
Q4 		$3.08M Buy
20,216
+8
+0% +$1.22K 0.12% 113
2025
Q3 		$3.14M Sell
20,208
-1,229
-6% -$190K 0.13% 110
2025
Q2 		$3.07M Buy
21,437
+6,470
+43% +$912K 0.13% 109
2025
Q1 		$2.5M Sell
14,967
-5,640
-27% -$883K 0.12% 115
2024
Q4 		$2.98M Buy
20,607
+6,822
+49% +$1.04M 0.14% 113
2024
Q3 		$2.03M Sell
13,785
-467
-3% -$69.5K 0.09% 127
2024
Q2 		$2.23M Buy
14,252
+371
+3% +$59.2K 0.11% 121
2024
Q1 		$2.19M Buy
13,881
+3
+0% +$453 0.11% 121
2023
Q4 		$2.07M Buy
13,878
+1,484
+12% +$224K 0.11% 119
2023
Q3 		$2.09M Buy
12,394
+321
+3% +$51.8K 0.12% 118
2023
Q2 		$1.9M Buy
+12,073
New +$1.94M 0.1% 116
2022
Q4 		$1.41M Buy
18,941
+7,251
+62% +$1.27M 0.47% 40
2022
Q3 		$1.69M Hold
11,690
– – 0.11% 104
2022
Q2 		$1.69M Buy
11,690
+113
+1% +$18.7K 0.11% 104
2022
Q1 		$1.89M Sell
11,577
-1,166
-9% -$167K 0.11% 103
2021
Q4 		$1.5M Buy
12,743
+5,966
+88% +$678K 0.08% 113
2021
Q3 		$688K Sell
6,777
-43
-0.6% -$4.29K 0.04% 141
2021
Q2 		$714K Buy
6,820
+8
+0.1% +$845 0.04% 139
2021
Q1 		$714K Sell
6,812
-376
-5% -$36.7K 0.05% 132
2020
Q4 		$607K Sell
7,188
-1,570
-18% -$127K 0.04% 137
2020
Q3 		$631K Sell
8,758
-364
-4% -$30.6K 0.05% 121
2020
Q2 		$814K Sell
9,122
-430
-5% -$38.5K 0.07% 115
2020
Q1 		$692K Sell
9,552
-7,346
-43% -$726K 0.07% 121
2019
Q4 		$2.04M Buy
16,898
+4,567
+37% +$538K 0.17% 89
2019
Q3 		$1.46M Sell
12,331
-229
-2% -$27.8K 0.16% 79
2019
Q2 		$1.56M Sell
12,560
-70
-0.6% -$8.46K 0.17% 76
2019
Q1 		$1.56M Sell
12,630
-229
-2% -$27.1K 0.17% 77
2018
Q4 		$1.4M Buy
12,859
+1,781
+16% +$206K 0.17% 78
2018
Q3 		$1.35M Buy
11,078
+1,383
+14% +$168K 0.15% 76
2018
Q2 		$1.23M Buy
9,695
+468
+5% +$58.1K 0.15% 74
2018
Q1 		$1.05M Buy
9,227
+4,379
+90% +$523K 0.13% 76
2017
Q4 		$607K Buy
4,848
+228
+5% +$27K 0.07% 93
2017
Q3 		$543K Hold
4,620
– – 0.07% 95
2017
Q2 		$482K Sell
4,620
-100
-2% -$10.6K 0.06% 100
2017
Q1 		$507K Sell
4,720
-76
-2% -$8.53K 0.07% 96
2016
Q4 		$564K Buy
4,796
+357
+8% +$38.9K 0.08% 95
2016
Q3 		$457K Sell
4,439
-169
-4% -$17.3K 0.06% 98
2016
Q2 		$483K Hold
4,608
– – 0.07% 102
2016
Q1 		$440K Sell
4,608
-10
-0.2% -$875 0.06% 107
2015
Q4 		$415K Buy
4,618
+250
+6% +$22.5K 0.06% 99
2015
Q3 		$345K Buy
4,368
+465
+12% +$39.1K 0.06% 83
2015
Q2 		$377K Buy
3,903
+113
+3% +$11.9K 0.06% 78
2015
Q1 		$398K Hold
3,790
– – 0.06% 78
2014
Q4 		$425K Sell
3,790
-4
-0.1% -$454 0.06% 77
2014
Q3 		$453K Hold
3,794
– – 0.07% 78
2014
Q2 		$495K Hold
3,794
– – 0.07% 76
2014
Q1 		$451K Sell
3,794
-167
-4% -$19.4K 0.07% 77
2013
Q4 		$495K Sell
3,961
-20
-0.5% -$2.42K 0.07% 73
2013
Q3 		$484K Hold
3,981
– – 0.08% 72
2013
Q2 		$471K Buy
+3,981
New +$481K 0.08% 68

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
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

D.J. St. Germain's CVX Position: Q2 2026 in Review

D.J. St. Germain reduced its Chevron (CVX) stake by 0.38% in Q2 2026, selling an estimated $14.1K and leaving 19,784 shares worth $3.28M. The position accounts for 0.12% of the portfolio, ranked #113.

D.J. St. Germain first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.11M in Q1 2026. 2,521 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • D.J. St. Germain held 19,784 shares of Chevron worth $3.28M as of Q2 2026.
  • D.J. St. Germain sold 76 Chevron shares in Q2 2026, an estimated $14.1K.
  • Chevron made up 0.12% of D.J. St. Germain's portfolio in Q2 2026, its #113 holding.
  • D.J. St. Germain first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • D.J. St. Germain's Chevron position peaked at $4.11M in Q1 2026.
  • 2,521 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.