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DB Fitzpatrick & Co’s Chevron CVX Stock Holding History

DB Fitzpatrick & Co’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 		$983K Sell
5,933
-1,840
-24% -$342K 0.79% 38
2026
Q1 		$1.61M Sell
7,773
-401
-5% -$73.1K 1.38% 14
2025
Q4 		$1.25M Sell
8,174
-347
-4% -$52.9K 1.11% 30
2025
Q3 		$1.32M Sell
8,521
-197
-2% -$30.5K 1.2% 27
2025
Q2 		$1.25M Buy
8,718
+128
+1% +$18K 1.11% 28
2025
Q1 		$1.44M Sell
8,590
-937
-10% -$147K 1.37% 16
2024
Q4 		$1.38M Sell
9,527
-184
-2% -$28.2K 1.27% 23
2024
Q3 		$1.43M Sell
9,711
-21
-0.2% -$3.13K 1.25% 29
2024
Q2 		$1.52M Sell
9,732
-22
-0.2% -$3.51K 1.41% 19
2024
Q1 		$1.54M Buy
+9,754
New +$1.47M 1.41% 19

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

DB Fitzpatrick & Co's CVX Position: Q2 2026 in Review

DB Fitzpatrick & Co reduced its Chevron (CVX) stake by 24% in Q2 2026, selling an estimated $342K and leaving 5,933 shares worth $983K. The position accounts for 0.79% of the portfolio, ranked #38.

DB Fitzpatrick & Co first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.61M in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • DB Fitzpatrick & Co held 5,933 shares of Chevron worth $983K as of Q2 2026.
  • DB Fitzpatrick & Co sold 1,840 Chevron shares in Q2 2026, an estimated $342K.
  • Chevron made up 0.79% of DB Fitzpatrick & Co's portfolio in Q2 2026, its #38 holding.
  • DB Fitzpatrick & Co first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
  • DB Fitzpatrick & Co's Chevron position peaked at $1.61M in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q2 2026, filed 15 Jul 2026.