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Eagle Strategies’s Chevron CVX Stock Holding History

Eagle Strategies’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 		$608K Buy
3,668
+352
+11% +$65.5K 0.06% 180
2026
Q1 		$686K Buy
3,316
+116
+4% +$21.2K 0.08% 158
2025
Q4 		$488K Buy
3,200
+487
+18% +$74.2K 0.06% 171
2025
Q3 		$421K Buy
2,713
+626
+30% +$97K 0.06% 176
2025
Q2 		$299K Buy
2,087
+239
+13% +$33.7K 0.05% 192
2025
Q1 		$309K Buy
1,848
+12
+0.7% +$1.88K 0.05% 175
2024
Q4 		$266K Buy
1,836
+3
+0.2% +$459 0.05% 184
2024
Q3 		$270K Buy
1,833
+133
+8% +$19.8K 0.05% 178
2024
Q2 		$266K Sell
1,700
-4,553
-73% -$726K 0.05% 177
2024
Q1 		$986K Buy
6,253
+4,779
+324% +$721K 0.22% 105
2023
Q4 		$220K Sell
1,474
-95
-6% -$14.4K 0.05% 179
2023
Q3 		$265K Buy
1,569
+4
+0.3% +$646 0.07% 157
2023
Q2 		$246K Buy
1,565
+122
+8% +$19.6K 0.06% 165
2023
Q1 		$236K Buy
1,443
+82
+6% +$13.7K 0.06% 163
2022
Q4 		$244K Buy
+1,361
New +$238K 0.07% 155

Other funds holding CVX

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
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
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

Eagle Strategies's CVX Position: Q2 2026 in Review

Eagle Strategies increased its Chevron (CVX) stake by 11% in Q2 2026, buying an estimated $65.5K and bringing the position to 3,668 shares worth $608K. The position accounts for 0.06% of the portfolio, ranked #180.

Eagle Strategies first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $986K in Q1 2024. 2,166 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Eagle Strategies held 3,668 shares of Chevron worth $608K as of Q2 2026.
  • Eagle Strategies bought 352 Chevron shares in Q2 2026, an estimated $65.5K.
  • Chevron made up 0.06% of Eagle Strategies's portfolio in Q2 2026, its #180 holding.
  • Eagle Strategies first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Eagle Strategies's Chevron position peaked at $986K in Q1 2024.
  • 2,166 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.