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Essex Savings Bank’s Chevron CVX Stock Holding History

Essex Savings Bank’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 		$22M Sell
132,442
-16
-0% -$2.98K 4.75% 2
2026
Q1 		$27.4M Sell
132,458
-1,207
-0.9% -$220K 6.06% 2
2025
Q4 		$20.4M Buy
133,665
+1,349
+1% +$205K 4.41% 3
2025
Q3 		$20.5M Sell
132,316
-582
-0.4% -$90.1K 4.63% 2
2025
Q2 		$19M Sell
132,898
-455
-0.3% -$64.1K 4.53% 3
2025
Q1 		$22.3M Sell
133,353
-943
-0.7% -$148K 5.48% 2
2024
Q4 		$19.5M Sell
134,296
-233
-0.2% -$35.7K 4.81% 2
2024
Q3 		$19.8M Sell
134,529
-14
-0% -$2.08K 4.94% 3
2024
Q2 		$21M Sell
134,543
-355
-0.3% -$56.6K 5.66% 2
2024
Q1 		$20.1M Hold
134,898
– – 5.85% 2
2023
Q4 		$20.1M Buy
134,898
+1,110
+0.8% +$168K 5.85% 2
2023
Q3 		$22.6M Buy
133,788
+320
+0.2% +$51.7K 7.61% 1
2023
Q2 		$21M Buy
133,468
+364
+0.3% +$58.4K 7.01% 1
2023
Q1 		$21.7M Sell
133,104
-660
-0.5% -$111K 7.58% 1
2022
Q4 		$24M Sell
133,764
-556
-0.4% -$97K 8.45% 1
2022
Q3 		$19.3M Sell
134,320
-172
-0.1% -$26.2K 7.67% 1
2022
Q2 		$19.5M Sell
134,492
-346
-0.3% -$57.2K 7.44% 1
2022
Q1 		$22M Sell
134,838
-512
-0.4% -$73.4K 7.26% 1
2021
Q4 		$15.9M Buy
135,350
+266
+0.2% +$30.2K 5.38% 2
2021
Q3 		$13.1M Buy
135,084
+1,363
+1% +$136K 4.75% 2
2021
Q2 		$13.9M Sell
133,721
-193
-0.1% -$20.4K 5.37% 1
2021
Q1 		$13.4M Sell
133,914
-416
-0.3% -$40.6K 5.87% 1
2020
Q4 		$11.3M Sell
134,330
-82
-0.1% -$6.64K 5.06% 3
2020
Q3 		$9.68M Buy
134,412
+25,314
+23% +$2.13M 4.74% 3
2020
Q2 		$9.73M Buy
109,098
+420
+0.4% +$37.6K 5.78% 2
2020
Q1 		$7.87M Sell
108,678
-599
-0.5% -$59.2K 5.61% 2
2019
Q4 		$13.2M Sell
109,277
-388
-0.4% -$45.7K 6.72% 1
2019
Q3 		$13M Sell
109,665
-4,363
-4% -$530K 6.88% 1
2019
Q2 		$14.2M Buy
114,028
+6,280
+6% +$759K 4.99% 1
2019
Q1 		$13.3M Buy
107,748
+230
+0.2% +$27.2K 7.54% 1
2018
Q4 		$11.7M Buy
+107,518
New +$12.5M 7.33% 1

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

Essex Savings Bank's CVX Position: Q2 2026 in Review

Essex Savings Bank reduced its Chevron (CVX) stake by 0.01% in Q2 2026, selling an estimated $2.98K and leaving 132,442 shares worth $22M. The position accounts for 4.75% of the portfolio, ranked #2.

Essex Savings Bank first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $27.4M in Q1 2026. 2,316 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Essex Savings Bank held 132,442 shares of Chevron worth $22M as of Q2 2026.
  • Essex Savings Bank sold 16 Chevron shares in Q2 2026, an estimated $2.98K.
  • Chevron made up 4.75% of Essex Savings Bank's portfolio in Q2 2026, its #2 holding.
  • Essex Savings Bank first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
  • Essex Savings Bank's Chevron position peaked at $27.4M in Q1 2026.
  • 2,316 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.