Ferguson Shapiro’s Chevron CVX Stock Holding History

Ferguson Shapiro’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	$590K	Buy	3,561 +33	+0.9%	+$6.14K	0.17%	50
2026 Q1	$730K	Buy	3,528 +6	+0.2%	+$1.09K	0.22%	33
2025 Q4	$537K	Buy	3,522 +8	+0.2%	+$1.22K	0.17%	45
2025 Q3	$546K	Buy	3,514 +522	+17%	+$80.8K	0.18%	37
2025 Q2	$428K	Sell	2,992 -96	-3%	-$13.5K	0.14%	40
2025 Q1	$517K	Buy	3,088 +108	+4%	+$16.9K	0.19%	37
2024 Q4	$432K	Buy	2,980 +8	+0.3%	+$1.23K	0.16%	42
2024 Q3	$438K	Buy	2,972 +268	+10%	+$39.9K	0.16%	38
2024 Q2	$423K	Sell	2,704 -2	-0.1%	-$319	0.17%	41
2024 Q1	$427K	Buy	2,706 +5	+0.2%	+$755	0.2%	28
2023 Q4	$403K	Buy	2,701 +90	+3%	+$13.6K	0.19%	25
2023 Q3	$440K	Buy	2,611 +1,046	+67%	+$169K	0.24%	19
2023 Q2	$246K	Buy	1,565 +3	+0.2%	+$481	0.16%	24
2023 Q1	$255K	Buy	1,562 +7	+0.5%	+$1.17K	0.22%	25
2022 Q4	$279K	Buy	1,555 +5	+0.3%	+$873	0.2%	30
2022 Q3	$223K	Hold	1,550	–	–	0.13%	41
2022 Q2	$224K	Hold	1,550	–	–	0.14%	35
2022 Q1	$252K	Buy	+1,550	New	+$222K	0.12%	29

Other funds holding CVX

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return