Grimes & Company’s Chevron CVX Stock Holding History

Grimes & Company’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	$11.6M	Buy	70,208 +1,472	+2%	+$274K	0.25%	70
2026 Q1	$14.2M	Buy	68,736 +420	+0.6%	+$76.6K	0.39%	54
2025 Q4	$10.4M	Sell	68,316 -1,568	-2%	-$239K	0.25%	75
2025 Q3	$10.9M	Sell	69,884 -1,584	-2%	-$245K	0.27%	72
2025 Q2	$10.2M	Buy	71,468 +6,954	+11%	+$980K	0.28%	74
2025 Q1	$10.8M	Buy	64,514 +2,410	+4%	+$377K	0.33%	73
2024 Q4	$9M	Buy	62,104 +2,511	+4%	+$384K	0.26%	77
2024 Q3	$8.78M	Buy	59,593 +2,260	+4%	+$336K	0.24%	86
2024 Q2	$8.97M	Buy	57,333 +1,801	+3%	+$287K	0.27%	83
2024 Q1	$8.76M	Buy	55,532 +2,022	+4%	+$305K	0.27%	81
2023 Q4	$7.98M	Buy	53,510 +3,124	+6%	+$472K	0.26%	80
2023 Q3	$8.5M	Buy	50,386 +1,864	+4%	+$301K	0.33%	69
2023 Q2	$7.63M	Buy	48,522 +2,676	+6%	+$429K	0.27%	78
2023 Q1	$7.48M	Buy	45,846 +3,475	+8%	+$583K	0.31%	74
2022 Q4	$7.61M	Buy	42,371 +3,506	+9%	+$612K	0.32%	62
2022 Q3	$5.58M	Buy	38,865 +648	+2%	+$98.8K	0.29%	71
2022 Q2	$5.53M	Buy	38,217 +805	+2%	+$133K	0.28%	77
2022 Q1	$6.09M	Sell	37,412 -5,974	-14%	-$857K	0.32%	77
2021 Q4	$5.09M	Buy	43,386 +657	+2%	+$74.6K	0.23%	85
2021 Q3	$4.33M	Buy	42,729 +1,536	+4%	+$153K	0.19%	87
2021 Q2	$4.31M	Buy	41,193 +1,935	+5%	+$204K	0.19%	90
2021 Q1	$4.11M	Buy	39,258 +614	+2%	+$60K	0.2%	90
2020 Q4	$3.26M	Sell	38,644 -4,665	-11%	-$378K	0.17%	97
2020 Q3	$3.12M	Buy	43,309 +8,539	+25%	+$718K	0.2%	91
2020 Q2	$3.1M	Buy	34,770 +1,287	+4%	+$115K	0.22%	84
2020 Q1	$2.43M	Buy	33,483 +4,495	+16%	+$444K	0.22%	84
2019 Q4	$3.49M	Buy	28,988 +494	+2%	+$58.2K	0.23%	85
2019 Q3	$3.38M	Sell	28,494 -821	-3%	-$99.7K	0.24%	77
2019 Q2	$3.65M	Buy	29,315 +661	+2%	+$79.9K	0.28%	75
2019 Q1	$3.53M	Sell	28,654 -674	-2%	-$79.7K	0.28%	81
2018 Q4	$3.19M	Buy	29,328 +2,839	+11%	+$329K	0.31%	71
2018 Q3	$3.24M	Sell	26,489 -2,660	-9%	-$323K	0.26%	78
2018 Q2	$3.69M	Sell	29,149 -659	-2%	-$81.8K	0.33%	76
2018 Q1	$3.4M	Buy	29,808 +4,257	+17%	+$509K	0.33%	75
2017 Q4	$3.2M	Sell	25,551 -1,078	-4%	-$128K	0.31%	76
2017 Q3	$3.13M	Sell	26,629 -1,319	-5%	-$144K	0.33%	74
2017 Q2	$2.92M	Sell	27,948 -1,439	-5%	-$152K	0.33%	74
2017 Q1	$3.15M	Sell	29,387 -346	-1%	-$38.8K	0.35%	74
2016 Q4	$3.5M	Sell	29,733 -650	-2%	-$70.8K	0.41%	69
2016 Q3	$3.13M	Sell	30,383 -3,153	-9%	-$322K	0.42%	67
2016 Q2	$3.52M	Sell	33,536 -2,087	-6%	-$210K	0.47%	69
2016 Q1	$3.4M	Sell	35,623 -436	-1%	-$38.1K	0.44%	67
2015 Q4	$3.24M	Sell	36,059 -1,217	-3%	-$110K	0.44%	64
2015 Q3	$2.94M	Buy	37,276 +70	+0.2%	+$5.89K	0.38%	70
2015 Q2	$3.59M	Buy	37,206 +1,067	+3%	+$112K	0.51%	61
2015 Q1	$3.79M	Buy	36,139 +2,717	+8%	+$290K	0.91%	50
2014 Q4	$3.75M	Buy	33,422 +24,769	+286%	+$2.81M	0.97%	46
2014 Q3	$1.03M	Buy	8,653 +1,049	+14%	+$134K	0.27%	81
2014 Q2	$993K	Buy	7,604 +78	+1%	+$9.7K	0.26%	80
2014 Q1	$895K	Sell	7,526 -797	-10%	-$92.7K	0.25%	80
2013 Q4	$1.04M	Buy	8,323 +836	+11%	+$101K	0.31%	72
2013 Q3	$909K	Buy	7,487 +265	+4%	+$32.6K	0.31%	73
2013 Q2	$855K	Buy	+7,222	New	+$873K	0.31%	72

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Grimes & Company's CVX Position: Q2 2026 in Review

Grimes & Company increased its Chevron (CVX) stake by 2.1% in Q2 2026, buying an estimated $274K and bringing the position to 70,208 shares worth $11.6M. The position accounts for 0.25% of the portfolio, ranked #70.

Grimes & Company first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.2M in Q1 2026. 1,922 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Grimes & Company held 70,208 shares of Chevron worth $11.6M as of Q2 2026.
Grimes & Company bought 1,472 Chevron shares in Q2 2026, an estimated $274K.
Chevron made up 0.25% of Grimes & Company's portfolio in Q2 2026, its #70 holding.
Grimes & Company first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
Grimes & Company's Chevron position peaked at $14.2M in Q1 2026.
1,922 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.