Gemmer Asset Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$697K Buy
4,207
+115
+3% +$21.4K 0.05% 97
2026
Q1
$847K Sell
4,092
-73
-2% -$13.3K 0.07% 88
2025
Q4
$635K Sell
4,165
-185
-4% -$28.2K 0.05% 97
2025
Q3
$676K Sell
4,350
-293
-6% -$45.4K 0.05% 94
2025
Q2
$665K Buy
4,643
+115
+3% +$16.2K 0.06% 93
2025
Q1
$757K Sell
4,528
-81
-2% -$12.7K 0.08% 82
2024
Q4
$668K Sell
4,609
-279
-6% -$42.7K 0.07% 85
2024
Q3
$720K Buy
4,888
+512
+12% +$76.2K 0.07% 80
2024
Q2
$684K Buy
4,376
+347
+9% +$55.3K 0.07% 75
2024
Q1
$636K Sell
4,029
-990
-20% -$149K 0.07% 71
2023
Q4
$749K Sell
5,019
-146
-3% -$22.1K 0.09% 60
2023
Q3
$871K Sell
5,165
-114
-2% -$18.4K 0.12% 57
2023
Q2
$831K Buy
5,279
+231
+5% +$37K 0.11% 56
2023
Q1
$824K Buy
5,048
+12
+0.2% +$2.01K 0.12% 55
2022
Q4
$904K Buy
5,036
+118
+2% +$20.6K 0.14% 51
2022
Q3
$707K Buy
4,918
+162
+3% +$24.7K 0.12% 60
2022
Q2
$689K Buy
4,756
+117
+3% +$19.3K 0.11% 61
2022
Q1
$755K Sell
4,639
-24
-0.5% -$3.44K 0.09% 67
2021
Q4
$547K Sell
4,663
-779
-14% -$88.5K 0.06% 80
2021
Q3
$552K Buy
5,442
+180
+3% +$18K 0.08% 73
2021
Q2
$551K Buy
5,262
+48
+0.9% +$5.07K 0.08% 76
2021
Q1
$546K Sell
5,214
-1,388
-21% -$136K 0.09% 65
2020
Q4
$558K Sell
6,602
-219
-3% -$17.7K 0.09% 63
2020
Q3
$491K Sell
6,821
-788
-10% -$66.3K 0.09% 59
2020
Q2
$679K Buy
7,609
+879
+13% +$78.7K 0.14% 56
2020
Q1
$488K Sell
6,730
-570
-8% -$56.3K 0.13% 56
2019
Q4
$880K Sell
7,300
-60
-0.8% -$7.07K 0.2% 48
2019
Q3
$873K Sell
7,360
-624
-8% -$75.8K 0.22% 48
2019
Q2
$993K Sell
7,984
-7,269
-48% -$879K 0.27% 40
2019
Q1
$1.88M Sell
15,253
-1,004
-6% -$119K 0.51% 27
2018
Q4
$1.77M Buy
16,257
+3,743
+30% +$434K 0.55% 28
2018
Q3
$1.53M Buy
12,514
+1,042
+9% +$126K 0.47% 33
2018
Q2
$1.45M Sell
11,472
-5,724
-33% -$711K 0.5% 31
2018
Q1
$1.96M Buy
17,196
+1,310
+8% +$157K 0.67% 30
2017
Q4
$1.99M Buy
15,886
+1,672
+12% +$198K 0.69% 32
2017
Q3
$1.67M Buy
14,214
+1,328
+10% +$145K 0.64% 32
2017
Q2
$1.34M Buy
12,886
+2,746
+27% +$291K 0.56% 35
2017
Q1
$1.09M Buy
10,140
+1,687
+20% +$189K 0.49% 33
2016
Q4
$995K Buy
8,453
+541
+7% +$58.9K 0.5% 29
2016
Q3
$814K Buy
7,912
+365
+5% +$37.3K 0.41% 34
2016
Q2
$791K Sell
7,547
-9
-0.1% -$905 0.43% 33
2016
Q1
$720K Sell
7,556
-491
-6% -$42.9K 0.42% 35
2015
Q4
$724K Sell
8,047
-3,157
-28% -$285K 0.43% 34
2015
Q3
$884K Buy
11,204
+2,970
+36% +$250K 0.56% 27
2015
Q2
$794K Sell
8,234
-197
-2% -$20.7K 0.48% 29
2015
Q1
$885K Buy
8,431
+1,427
+20% +$152K 0.54% 26
2014
Q4
$786K Sell
7,004
-1,680
-19% -$191K 0.53% 26
2014
Q3
$1.04M Buy
8,684
+2,073
+31% +$265K 0.74% 22
2014
Q2
$863K Sell
6,611
-1,083
-14% -$135K 0.58% 29
2014
Q1
$915K Buy
+7,694
New +$895K 0.65% 24

Other funds holding CVX

Gemmer Asset Management's CVX Position: Q2 2026 in Review

Gemmer Asset Management increased its Chevron (CVX) stake by 2.8% in Q2 2026, buying an estimated $21.4K and bringing the position to 4,207 shares worth $697K. The position accounts for 0.05% of the portfolio, ranked #97.

Gemmer Asset Management first reported a position in CVX in Q1 2014 and has held it in 50 quarters since. The position peaked at $1.99M in Q4 2017. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Gemmer Asset Management held 4,207 shares of Chevron worth $697K as of Q2 2026.
  • Gemmer Asset Management bought 115 Chevron shares in Q2 2026, an estimated $21.4K.
  • Chevron made up 0.05% of Gemmer Asset Management's portfolio in Q2 2026, its #97 holding.
  • Gemmer Asset Management first reported a position in Chevron in Q1 2014 and has held it in 50 quarters since.
  • Gemmer Asset Management's Chevron position peaked at $1.99M in Q4 2017.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.