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Goelzer Investment Management’s Chevron CVX Stock Holding History

Goelzer Investment Management’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 		$14.1M Sell
84,978
-4,000
-4% -$745K 0.61% 25
2026
Q1 		$18.4M Buy
88,978
+659
+0.7% +$120K 0.89% 15
2025
Q4 		$13.5M Buy
88,319
+4,924
+6% +$750K 0.62% 23
2025
Q3 		$13M Sell
83,395
-1,130
-1% -$175K 0.69% 24
2025
Q2 		$12.1M Buy
84,525
+4,433
+6% +$625K 0.66% 23
2025
Q1 		$13.4M Sell
80,092
-1,119
-1% -$175K 0.78% 16
2024
Q4 		$11.8M Sell
81,211
-1,538
-2% -$235K 0.68% 23
2024
Q3 		$12.2M Sell
82,749
-2,394
-3% -$356K 0.67% 22
2024
Q2 		$13.3M Sell
85,143
-2,470
-3% -$394K 0.75% 19
2024
Q1 		$13.8M Sell
87,613
-2,219
-2% -$335K 0.78% 17
2023
Q4 		$13.4M Buy
89,832
+2,005
+2% +$303K 0.86% 16
2023
Q3 		$14.8M Sell
87,827
-2,540
-3% -$410K 1.04% 11
2023
Q2 		$14.2M Sell
90,367
-6,249
-6% -$1M 1.2% 15
2023
Q1 		$15.8M Sell
96,616
-3,169
-3% -$531K 1.37% 12
2022
Q4 		$17.9M Sell
99,785
-1,158
-1% -$202K 1.53% 13
2022
Q3 		$14.5M Buy
100,943
+7,955
+9% +$1.21M 1.45% 11
2022
Q2 		$13.5M Buy
92,988
+486
+0.5% +$80.3K 1.3% 14
2022
Q1 		$15.1M Sell
92,502
-4,476
-5% -$642K 1.3% 12
2021
Q4 		$11.4M Sell
96,978
-1,834
-2% -$208K 0.93% 22
2021
Q3 		$10M Sell
98,812
-6,605
-6% -$659K 0.88% 25
2021
Q2 		$11M Buy
105,417
+3,419
+3% +$361K 0.92% 17
2021
Q1 		$10.7M Sell
101,998
-3,431
-3% -$335K 0.94% 19
2020
Q4 		$8.9M Sell
105,429
-13,938
-12% -$1.13M 0.82% 32
2020
Q3 		$8.59M Sell
119,367
-1,162
-1% -$97.7K 0.8% 28
2020
Q2 		$10.8M Sell
120,529
-1,005
-0.8% -$90K 1.04% 20
2020
Q1 		$8.81M Buy
121,534
+8,401
+7% +$830K 1% 21
2019
Q4 		$13.6M Sell
113,133
-379
-0.3% -$44.6K 1.17% 18
2019
Q3 		$13.5M Buy
113,512
+648
+0.6% +$78.7K 1.23% 17
2019
Q2 		$14M Buy
112,864
+3,559
+3% +$430K 1.29% 15
2019
Q1 		$13.5M Buy
109,305
+11,209
+11% +$1.33M 1.28% 14
2018
Q4 		$10.7M Buy
98,096
+292
+0.3% +$33.8K 1.37% 14
2018
Q3 		$12M Sell
97,804
-671
-0.7% -$81.4K 1.33% 12
2018
Q2 		$12.4M Buy
98,475
+576
+0.6% +$71.5K 1.45% 7
2018
Q1 		$11.2M Sell
97,899
-1,925
-2% -$230K 1.34% 6
2017
Q4 		$12.5M Buy
99,824
+59
+0.1% +$7K 1.4% 10
2017
Q3 		$11.7M Sell
99,765
-454
-0.5% -$49.6K 1.38% 11
2017
Q2 		$10.5M Sell
100,219
-199
-0.2% -$21.1K 1.28% 14
2017
Q1 		$10.8M Sell
100,418
-1,040
-1% -$117K 1.34% 13
2016
Q4 		$11.9M Buy
101,458
+8,646
+9% +$942K 1.55% 9
2016
Q3 		$9.55M Buy
92,812
+452
+0.5% +$46.2K 1.29% 14
2016
Q2 		$9.68M Buy
92,360
+865
+0.9% +$87K 1.33% 11
2016
Q1 		$8.73M Buy
91,495
+4,127
+5% +$361K 1.25% 13
2015
Q4 		$7.86M Sell
87,368
-13,505
-13% -$1.22M 1.15% 18
2015
Q3 		$7.96M Buy
100,873
+17,309
+21% +$1.46M 1.26% 10
2015
Q2 		$8.06M Buy
83,564
+1,209
+1% +$127K 1.22% 13
2015
Q1 		$8.65M Buy
82,355
+4,253
+5% +$454K 1.31% 8
2014
Q4 		$8.76M Buy
78,102
+23,315
+43% +$2.65M 1.32% 8
2014
Q3 		$6.54M Buy
54,787
+729
+1% +$93K 1.09% 21
2014
Q2 		$7.06M Sell
54,058
-397
-0.7% -$49.4K 1.17% 14
2014
Q1 		$6.47M Buy
54,455
+940
+2% +$109K 1.15% 16
2013
Q4 		$6.68M Buy
53,515
+574
+1% +$69.4K 1.21% 14
2013
Q3 		$6.43M Sell
52,941
-52,433
-50% -$6.44M 1.31% 7
2013
Q2 		$12.5M Buy
+105,374
New +$12.7M 1.33% 8

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Goelzer Investment Management's CVX Position: Q2 2026 in Review

Goelzer Investment Management reduced its Chevron (CVX) stake by 4.5% in Q2 2026, selling an estimated $745K and leaving 84,978 shares worth $14.1M. The position accounts for 0.61% of the portfolio, ranked #25.

Goelzer Investment Management first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.4M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Goelzer Investment Management held 84,978 shares of Chevron worth $14.1M as of Q2 2026.
  • Goelzer Investment Management sold 4,000 Chevron shares in Q2 2026, an estimated $745K.
  • Chevron made up 0.61% of Goelzer Investment Management's portfolio in Q2 2026, its #25 holding.
  • Goelzer Investment Management first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Goelzer Investment Management's Chevron position peaked at $18.4M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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