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Gradient Investments’s Chevron CVX Stock Holding History

Gradient Investments’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 		$53.9M Buy
324,903
+16,469
+5% +$3.07M 0.74% 36
2026
Q1 		$63.8M Sell
308,434
-30,873
-9% -$5.63M 0.99% 21
2025
Q4 		$51.7M Buy
339,307
+9,102
+3% +$1.39M 0.82% 30
2025
Q3 		$51.3M Buy
330,205
+12,800
+4% +$1.98M 0.86% 32
2025
Q2 		$45.4M Buy
317,405
+28,496
+10% +$4.02M 0.83% 35
2025
Q1 		$48.3M Buy
288,909
+19,302
+7% +$3.02M 0.97% 29
2024
Q4 		$39M Buy
269,607
+15,007
+6% +$2.3M 0.79% 37
2024
Q3 		$37.5M Sell
254,600
-8,696
-3% -$1.29M 0.78% 37
2024
Q2 		$41.2M Buy
263,296
+9,921
+4% +$1.58M 0.92% 27
2024
Q1 		$40M Buy
253,375
+15,908
+7% +$2.4M 0.93% 24
2023
Q4 		$35.4M Buy
237,467
+10,208
+4% +$1.54M 0.86% 26
2023
Q3 		$38.3M Buy
227,259
+5,476
+2% +$884K 1.01% 25
2023
Q2 		$34.9M Sell
221,783
-1,400
-0.6% -$224K 0.9% 27
2023
Q1 		$36.4M Buy
223,183
+40,774
+22% +$6.84M 0.99% 22
2022
Q4 		$32.7M Sell
182,409
-378
-0.2% -$66K 1.03% 21
2022
Q3 		$26.3M Buy
182,787
+12,251
+7% +$1.87M 0.8% 25
2022
Q2 		$24.7M Sell
170,536
-13,555
-7% -$2.24M 0.72% 25
2022
Q1 		$30M Sell
184,091
-40,771
-18% -$5.85M 0.77% 26
2021
Q4 		$26.4M Buy
224,862
+1,045
+0.5% +$119K 0.67% 32
2021
Q3 		$22.7M Buy
223,817
+12,526
+6% +$1.25M 0.64% 31
2021
Q2 		$22.1M Buy
211,291
+14,304
+7% +$1.51M 0.65% 29
2021
Q1 		$20.6M Buy
196,987
+4,238
+2% +$414K 0.67% 27
2020
Q4 		$13.9M Sell
192,749
-1,872
-1% -$152K 0.59% 40
2020
Q3 		$14M Buy
194,621
+21,617
+12% +$1.82M 0.59% 40
2020
Q2 		$15.4M Buy
173,004
+22,891
+15% +$2.05M 0.7% 29
2020
Q1 		$10.9M Buy
150,113
+32,993
+28% +$3.26M 0.59% 40
2019
Q4 		$14.1M Buy
117,120
+7,733
+7% +$911K 0.63% 29
2019
Q3 		$13M Buy
109,387
+5,045
+5% +$613K 0.64% 26
2019
Q2 		$13M Buy
104,342
+28,675
+38% +$3.47M 0.67% 25
2019
Q1 		$9.32M Sell
75,667
-17,762
-19% -$2.1M 0.6% 28
2018
Q4 		$10.2M Buy
93,429
+242
+0.3% +$28K 0.61% 20
2018
Q3 		$11.4M Buy
93,187
+4,471
+5% +$542K 0.58% 24
2018
Q2 		$11.2M Sell
88,716
-10,901
-11% -$1.35M 0.6% 22
2018
Q1 		$11.4M Buy
99,617
+25,175
+34% +$3.01M 0.62% 20
2017
Q4 		$9.32M Buy
74,442
+3,773
+5% +$447K 0.54% 25
2017
Q3 		$8.3M Buy
70,669
+4,242
+6% +$463K 0.53% 25
2017
Q2 		$6.93M Buy
66,427
+4,306
+7% +$456K 0.49% 47
2017
Q1 		$6.67M Buy
62,121
+4,104
+7% +$460K 0.51% 33
2016
Q4 		$6.83M Buy
58,017
+2,540
+5% +$277K 0.6% 28
2016
Q3 		$5.71M Buy
55,477
+3,706
+7% +$378K 0.56% 30
2016
Q2 		$5.43M Buy
51,771
+2,250
+5% +$226K 0.59% 26
2016
Q1 		$4.72M Buy
49,521
+1,023
+2% +$89.5K 0.58% 27
2015
Q4 		$4.36M Sell
48,498
-2,359
-5% -$213K 0.58% 26
2015
Q3 		$4.01M Buy
50,857
+5,548
+12% +$467K 0.57% 29
2015
Q2 		$4.37M Buy
45,309
+10,892
+32% +$1.14M 0.6% 30
2015
Q1 		$3.61M Buy
34,417
+5,574
+19% +$595K 0.54% 48
2014
Q4 		$3.24M Buy
28,843
+3,945
+16% +$448K 0.53% 58
2014
Q3 		$2.97M Buy
24,898
+21,808
+706% +$2.78M 0.54% 37
2014
Q2 		$403K Buy
3,090
+51
+2% +$6.34K 0.08% 140
2014
Q1 		$361K Buy
3,039
+1,391
+84% +$162K 0.08% 142
2013
Q4 		$206K Buy
1,648
+16
+1% +$1.93K 0.05% 157
2013
Q3 		$198K Buy
1,632
+507
+45% +$62.3K 0.06% 114
2013
Q2 		$133K Buy
+1,125
New +$136K 0.05% 118

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
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

Gradient Investments's CVX Position: Q2 2026 in Review

Gradient Investments increased its Chevron (CVX) stake by 5.3% in Q2 2026, buying an estimated $3.07M and bringing the position to 324,903 shares worth $53.9M. The position accounts for 0.74% of the portfolio, ranked #36.

Gradient Investments first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $63.8M in Q1 2026. 2,286 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Gradient Investments held 324,903 shares of Chevron worth $53.9M as of Q2 2026.
  • Gradient Investments bought 16,469 Chevron shares in Q2 2026, an estimated $3.07M.
  • Chevron made up 0.74% of Gradient Investments's portfolio in Q2 2026, its #36 holding.
  • Gradient Investments first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Gradient Investments's Chevron position peaked at $63.8M in Q1 2026.
  • 2,286 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.