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Eclectic Associates’s Chevron CVX Stock Holding History

Eclectic Associates’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 		$958K Sell
5,779
-417
-7% -$77.6K 0.11% 81
2026
Q1 		$1.28M Sell
6,196
-137
-2% -$25K 0.17% 68
2025
Q4 		$965K Buy
6,333
+2,240
+55% +$341K 0.15% 76
2025
Q3 		$636K Buy
4,093
+303
+8% +$46.9K 0.12% 78
2025
Q2 		$543K Buy
3,790
+49
+1% +$6.91K 0.12% 81
2025
Q1 		$626K Buy
3,741
+396
+12% +$62K 0.17% 78
2024
Q4 		$484K Sell
3,345
-29
-0.9% -$4.44K 0.14% 85
2024
Q3 		$497K Sell
3,374
-74
-2% -$11K 0.2% 66
2024
Q2 		$539K Buy
3,448
+7
+0.2% +$1.12K 0.24% 55
2024
Q1 		$543K Sell
3,441
-803
-19% -$121K 0.25% 53
2023
Q4 		$633K Buy
4,244
+93
+2% +$14.1K 0.3% 47
2023
Q3 		$700K Buy
4,151
+22
+0.5% +$3.55K 0.36% 43
2023
Q2 		$650K Sell
4,129
-16
-0.4% -$2.56K 0.32% 45
2023
Q1 		$676K Sell
4,145
-790
-16% -$132K 0.35% 41
2022
Q4 		$886K Buy
4,935
+43
+0.9% +$7.5K 0.43% 41
2022
Q3 		$703K Buy
4,892
+1
+0% +$153 0.46% 34
2022
Q2 		$708K Sell
4,891
-17
-0.3% -$2.81K 0.48% 36
2022
Q1 		$799K Sell
4,908
-210
-4% -$30.1K 0.51% 36
2021
Q4 		$601K Buy
5,118
+40
+0.8% +$4.54K 0.38% 44
2021
Q3 		$516K Buy
5,078
+58
+1% +$5.79K 0.38% 44
2021
Q2 		$526K Sell
5,020
-174
-3% -$18.4K 0.4% 42
2021
Q1 		$544K Buy
5,194
+184
+4% +$18K 0.45% 39
2020
Q4 		$423K Buy
+5,010
New +$406K 0.4% 40

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Eclectic Associates's CVX Position: Q2 2026 in Review

Eclectic Associates reduced its Chevron (CVX) stake by 6.7% in Q2 2026, selling an estimated $77.6K and leaving 5,779 shares worth $958K. The position accounts for 0.11% of the portfolio, ranked #81.

Eclectic Associates first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.28M in Q1 2026. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Eclectic Associates held 5,779 shares of Chevron worth $958K as of Q2 2026.
  • Eclectic Associates sold 417 Chevron shares in Q2 2026, an estimated $77.6K.
  • Chevron made up 0.11% of Eclectic Associates's portfolio in Q2 2026, its #81 holding.
  • Eclectic Associates first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Eclectic Associates's Chevron position peaked at $1.28M in Q1 2026.
  • 2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.