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Diversified Enterprises’s Chevron CVX Stock Holding History

Diversified Enterprises’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 		$1.5M Sell
9,032
-1,139
-11% -$212K 0.07% 120
2026
Q1 		$2.1M Buy
10,171
+137
+1% +$25K 0.12% 87
2025
Q4 		$1.53M Buy
10,034
+2,963
+42% +$451K 0.09% 97
2025
Q3 		$1.1M Sell
7,071
-48
-0.7% -$7.43K 0.07% 94
2025
Q2 		$1.02M Buy
7,119
+315
+5% +$44.4K 0.08% 96
2025
Q1 		$1.14M Buy
6,804
+1,106
+19% +$173K 0.1% 86
2024
Q4 		$825K Buy
5,698
+379
+7% +$58K 0.08% 87
2024
Q3 		$783K Buy
+5,319
New +$792K 0.09% 90

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

Diversified Enterprises's CVX Position: Q2 2026 in Review

Diversified Enterprises reduced its Chevron (CVX) stake by 11% in Q2 2026, selling an estimated $212K and leaving 9,032 shares worth $1.5M. The position accounts for 0.07% of the portfolio, ranked #120.

Diversified Enterprises first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.1M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Diversified Enterprises held 9,032 shares of Chevron worth $1.5M as of Q2 2026.
  • Diversified Enterprises sold 1,139 Chevron shares in Q2 2026, an estimated $212K.
  • Chevron made up 0.07% of Diversified Enterprises's portfolio in Q2 2026, its #120 holding.
  • Diversified Enterprises first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
  • Diversified Enterprises's Chevron position peaked at $2.1M in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.