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Eagle Global Advisors’s Chevron CVX Stock Holding History

Eagle Global Advisors’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 		$5.09M Sell
30,682
-59,024
-66% -$11M 0.17% 97
2026
Q1 		$18.6M Sell
89,706
-71
-0.1% -$12.9K 0.67% 38
2025
Q4 		$13.7M Sell
89,777
-452
-0.5% -$68.8K 0.51% 50
2025
Q3 		$14M Sell
90,229
-542
-0.6% -$83.9K 0.54% 48
2025
Q2 		$13M Sell
90,771
-1,517
-2% -$214K 0.53% 48
2025
Q1 		$15.4M Sell
92,288
-1,153
-1% -$180K 0.64% 36
2024
Q4 		$13.5M Buy
93,441
+16,470
+21% +$2.52M 0.55% 41
2024
Q3 		$11.3M Sell
76,971
-1,460
-2% -$217K 0.56% 44
2024
Q2 		$12.3M Buy
78,431
+1,921
+3% +$306K 0.65% 38
2024
Q1 		$12.1M Buy
76,510
+5,872
+8% +$886K 0.68% 43
2023
Q4 		$10.5M Sell
70,638
-9,387
-12% -$1.42M 0.64% 41
2023
Q3 		$13.5M Buy
80,025
+88
+0.1% +$14.2K 0.87% 30
2023
Q2 		$12.6M Sell
79,937
-3,119
-4% -$500K 0.83% 32
2023
Q1 		$13.6M Sell
83,056
-328
-0.4% -$55K 0.91% 32
2022
Q4 		$15M Sell
83,384
-714
-0.8% -$125K 1.03% 30
2022
Q3 		$12.1M Sell
84,098
-43
-0.1% -$6.56K 0.91% 33
2022
Q2 		$12.2M Buy
84,141
+3,891
+5% +$643K 0.9% 33
2022
Q1 		$13.1M Buy
80,250
+805
+1% +$115K 0.81% 37
2021
Q4 		$9.32M Sell
79,445
-923
-1% -$105K 0.59% 52
2021
Q3 		$8.15M Buy
80,368
+1,603
+2% +$160K 0.54% 54
2021
Q2 		$8.25M Buy
78,765
+1,042
+1% +$110K 0.53% 54
2021
Q1 		$8.14M Sell
77,723
-772
-1% -$75.4K 0.6% 50
2020
Q4 		$6.63M Sell
78,495
-5,392
-6% -$437K 0.52% 52
2020
Q3 		$6.04M Sell
83,887
-1,413
-2% -$119K 0.54% 53
2020
Q2 		$7.61M Sell
85,300
-5,772
-6% -$517K 0.69% 41
2020
Q1 		$6.6M Buy
91,072
+1,108
+1% +$109K 0.67% 45
2019
Q4 		$10.8M Sell
89,964
-2,208
-2% -$260K 0.55% 46
2019
Q3 		$10.9M Sell
92,172
-1,587
-2% -$193K 0.47% 49
2019
Q2 		$11.7M Buy
93,759
+187
+0.2% +$22.6K 0.47% 51
2019
Q1 		$11.5M Sell
93,572
-1,809
-2% -$214K 0.45% 49
2018
Q4 		$10.4M Buy
95,381
+14,341
+18% +$1.66M 0.45% 52
2018
Q3 		$9.91M Buy
81,040
+780
+1% +$94.6K 0.31% 60
2018
Q2 		$10.1M Buy
80,260
+160
+0.2% +$19.9K 0.32% 60
2018
Q1 		$9.13M Buy
80,100
+2,177
+3% +$260K 0.32% 68
2017
Q4 		$9.76M Buy
77,923
+15,986
+26% +$1.9M 0.3% 66
2017
Q3 		$7.28M Buy
61,937
+132
+0.2% +$14.4K 0.22% 74
2017
Q2 		$6.45M Buy
61,805
+8,021
+15% +$850K 0.18% 85
2017
Q1 		$5.78M Sell
53,784
-574
-1% -$64.4K 0.16% 86
2016
Q4 		$6.4M Buy
54,358
+1,307
+2% +$142K 0.17% 90
2016
Q3 		$5.46M Sell
53,051
-673
-1% -$68.7K 0.15% 99
2016
Q2 		$5.63M Buy
53,724
+336
+0.6% +$33.8K 0.17% 98
2016
Q1 		$5.09M Sell
53,388
-348
-0.6% -$30.4K 0.18% 102
2015
Q4 		$4.83M Sell
53,736
-1,053
-2% -$95K 0.17% 109
2015
Q3 		$4.32M Sell
54,789
-52
-0.1% -$4.38K 0.14% 116
2015
Q2 		$5.29M Buy
54,841
+5,507
+11% +$578K 0.14% 116
2015
Q1 		$5.18M Sell
49,334
-229
-0.5% -$24.4K 0.14% 111
2014
Q4 		$5.56M Sell
49,563
-1,152
-2% -$131K 0.14% 106
2014
Q3 		$6.05M Sell
50,715
-212
-0.4% -$27.1K 0.15% 97
2014
Q2 		$6.65M Sell
50,927
-1,308
-3% -$163K 0.17% 87
2014
Q1 		$6.21M Sell
52,235
-1,637
-3% -$190K 0.19% 92
2013
Q4 		$6.73M Sell
53,872
-1,891
-3% -$229K 0.21% 90
2013
Q3 		$6.78M Sell
55,763
-223
-0.4% -$27.4K 0.24% 80
2013
Q2 		$6.63M Buy
+55,986
New +$6.77M 0.25% 74

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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Eagle Global Advisors's CVX Position: Q2 2026 in Review

Eagle Global Advisors reduced its Chevron (CVX) stake by 66% in Q2 2026, selling an estimated $11M and leaving 30,682 shares worth $5.09M. The position accounts for 0.17% of the portfolio, ranked #97.

Eagle Global Advisors first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.6M in Q1 2026. 2,399 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Eagle Global Advisors held 30,682 shares of Chevron worth $5.09M as of Q2 2026.
  • Eagle Global Advisors sold 59,024 Chevron shares in Q2 2026, an estimated $11M.
  • Chevron made up 0.17% of Eagle Global Advisors's portfolio in Q2 2026, its #97 holding.
  • Eagle Global Advisors first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Eagle Global Advisors's Chevron position peaked at $18.6M in Q1 2026.
  • 2,399 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.