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Ethic Inc’s Chevron CVX Stock Holding History

Ethic Inc’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 		$7.52M Buy
45,388
+1,766
+4% +$329K 0.09% 213
2026
Q1 		$9.03M Buy
43,622
+2,694
+7% +$491K 0.14% 148
2025
Q4 		$6.24M Buy
40,928
+1,866
+5% +$284K 0.1% 207
2025
Q3 		$6.07M Buy
39,062
+11,280
+41% +$1.75M 0.1% 202
2025
Q2 		$3.99M Sell
27,782
-147
-0.5% -$20.7K 0.07% 284
2025
Q1 		$4.71M Buy
27,929
+5,283
+23% +$827K 0.1% 222
2024
Q4 		$3.28M Buy
22,646
+9,265
+69% +$1.42M 0.07% 296
2024
Q3 		$2.11M Sell
13,381
-2,202
-14% -$328K 0.05% 384
2024
Q2 		$2.44M Buy
15,583
+2,202
+16% +$351K 0.06% 340
2024
Q1 		$2.11M Buy
13,381
+2,108
+19% +$318K 0.05% 384
2023
Q4 		$1.68M Sell
11,273
-416
-4% -$62.9K 0.05% 396
2023
Q3 		$1.97M Buy
11,689
+1,646
+16% +$266K 0.07% 319
2023
Q2 		$1.58M Sell
10,043
-665
-6% -$107K 0.06% 353
2023
Q1 		$1.75M Sell
10,708
-640
-6% -$107K 0.07% 318
2022
Q4 		$2.04M Sell
11,348
-5,670
-33% -$989K 0.11% 238
2022
Q3 		$2.44M Buy
17,018
+915
+6% +$140K 0.17% 156
2022
Q2 		$2.33M Buy
16,103
+5,927
+58% +$980K 0.16% 158
2022
Q1 		$1.66M Buy
+10,176
New +$1.46M 0.11% 230

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ethic Inc's CVX Position: Q2 2026 in Review

Ethic Inc increased its Chevron (CVX) stake by 4% in Q2 2026, buying an estimated $329K and bringing the position to 45,388 shares worth $7.52M. The position accounts for 0.09% of the portfolio, ranked #213.

Ethic Inc first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.03M in Q1 2026. 2,057 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Ethic Inc held 45,388 shares of Chevron worth $7.52M as of Q2 2026.
  • Ethic Inc bought 1,766 Chevron shares in Q2 2026, an estimated $329K.
  • Chevron made up 0.09% of Ethic Inc's portfolio in Q2 2026, its #213 holding.
  • Ethic Inc first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
  • Ethic Inc's Chevron position peaked at $9.03M in Q1 2026.
  • 2,057 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.