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Essex LLC’s Chevron CVX Stock Holding History

Essex LLC’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 		$385K Sell
2,324
-87
-4% -$16.2K 0.06% 131
2026
Q1 		$499K Sell
2,411
-2
-0.1% -$365 0.09% 116
2025
Q4 		$368K Buy
2,413
+185
+8% +$28.2K 0.07% 131
2025
Q3 		$346K Sell
2,228
-15
-0.7% -$2.32K 0.06% 128
2025
Q2 		$321K Buy
2,243
+3
+0.1% +$423 0.06% 130
2025
Q1 		$375K Buy
2,240
+4
+0.2% +$626 0.08% 113
2024
Q4 		$324K Sell
2,236
-86
-4% -$13.2K 0.07% 128
2024
Q3 		$342K Sell
2,322
-141
-6% -$21K 0.07% 125
2024
Q2 		$385K Buy
2,463
+40
+2% +$6.38K 0.09% 117
2024
Q1 		$382K Sell
2,423
-190
-7% -$28.7K 0.09% 107
2023
Q4 		$390K Sell
2,613
-789
-23% -$119K 0.1% 110
2023
Q3 		$574K Buy
+3,402
New +$549K 0.16% 99

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 22.96% 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

Essex LLC's CVX Position: Q2 2026 in Review

Essex LLC reduced its Chevron (CVX) stake by 3.6% in Q2 2026, selling an estimated $16.2K and leaving 2,324 shares worth $385K. The position accounts for 0.06% of the portfolio, ranked #131.

Essex LLC first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. The position peaked at $574K in Q3 2023. 2,482 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Essex LLC held 2,324 shares of Chevron worth $385K as of Q2 2026.
  • Essex LLC sold 87 Chevron shares in Q2 2026, an estimated $16.2K.
  • Chevron made up 0.06% of Essex LLC's portfolio in Q2 2026, its #131 holding.
  • Essex LLC first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
  • Essex LLC's Chevron position peaked at $574K in Q3 2023.
  • 2,482 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.