Guardian Investment Management’s Chevron CVX Stock Holding History

Guardian 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	$3.35M	Buy	20,190 +50	+0.2%	+$9.31K	2.16%	13
2026 Q1	$4.17M	Sell	20,140 -1,338	-6%	-$244K	3.29%	7
2025 Q4	$3.27M	Buy	21,478 +400	+2%	+$60.9K	2.55%	11
2025 Q3	$3.27M	Buy	21,078 +3,300	+19%	+$511K	2.78%	10
2025 Q2	$2.55M	Sell	17,778 -200	-1%	-$28.2K	2.56%	10
2025 Q1	$3.01M	Sell	17,978 -2,950	-14%	-$462K	2.53%	10
2024 Q4	$3.03M	Buy	20,928 +650	+3%	+$99.5K	2.16%	11
2024 Q3	$2.99M	Hold	20,278	–	–	2.57%	12
2024 Q2	$3.17M	Sell	20,278 -950	-4%	-$151K	2.27%	14
2024 Q1	$3.35M	Sell	21,228 -575	-3%	-$86.8K	2.69%	11
2023 Q4	$3.25M	Sell	21,803 -159	-0.7%	-$24K	2.74%	11
2023 Q3	$3.7M	Hold	21,962	–	–	3.37%	7
2023 Q2	$3.46M	Sell	21,962 -1,268	-5%	-$203K	2.94%	7
2023 Q1	$2.41M	Buy	23,230 +1,046	+5%	+$175K	1.81%	23
2022 Q4	$3.98M	Hold	22,184	–	–	3.76%	5
2022 Q3	$3.19M	Buy	22,184 +2,700	+14%	+$412K	3.23%	6
2022 Q2	$2.82M	Sell	19,484 -700	-3%	-$116K	2.45%	13
2022 Q1	$3.29M	Sell	20,184 -1,700	-8%	-$244K	2.55%	12
2021 Q4	$2.57M	Sell	21,884 -900	-4%	-$102K	1.79%	23
2021 Q3	$2.31M	Buy	22,784 +84	+0.4%	+$8.38K	1.71%	22
2021 Q2	$2.38M	Sell	22,700 -300	-1%	-$31.7K	1.63%	24
2021 Q1	$2.41M	Sell	23,000 -1,000	-4%	-$97.6K	1.71%	24
2020 Q4	$2.03M	Sell	24,000 -1,680	-7%	-$136K	1.54%	25
2020 Q3	$1.85M	Sell	25,680 -1,110	-4%	-$93.4K	1.61%	23
2020 Q2	$2.39M	Sell	26,790 -1,712	-6%	-$153K	2.17%	17
2020 Q1	$2.06M	Sell	28,502 -2,674	-9%	-$264K	2.12%	17
2019 Q4	$3.76M	Sell	31,176 -742	-2%	-$87.4K	2.99%	9
2019 Q3	$3.79M	Sell	31,918 -93	-0.3%	-$11.3K	3.36%	8
2019 Q2	$3.98M	Buy	32,011 +238	+0.7%	+$28.8K	3.46%	8
2019 Q1	$3.91M	Sell	31,773 -893	-3%	-$106K	3.39%	8
2018 Q4	$3.55M	Buy	32,666 +510	+2%	+$59.1K	3.28%	7
2018 Q3	$3.93M	Sell	32,156 -1,047	-3%	-$127K	3.46%	9
2018 Q2	$4.2M	Sell	33,203 -753	-2%	-$93.5K	4.01%	4
2018 Q1	$3.83M	Sell	33,956 -934	-3%	-$112K	4.08%	6
2017 Q4	$4.37M	Sell	34,890 -72	-0.2%	-$8.54K	4.61%	4
2017 Q3	$4.11M	Sell	34,962 -371	-1%	-$40.5K	4.54%	4
2017 Q2	$3.69M	Sell	35,333 -3,543	-9%	-$375K	4.07%	6
2017 Q1	$4.17M	Buy	38,876 +2,406	+7%	+$270K	4.54%	4
2016 Q4	$4.29M	Sell	36,470 -4,461	-11%	-$486K	4.95%	2
2016 Q3	$4.29M	Hold	40,931	–	–	4.77%	5
2016 Q2	$4.29M	Sell	40,931 -6,769	-14%	-$681K	4.77%	5
2016 Q1	$4.55M	Sell	47,700 -1,413	-3%	-$124K	5.21%	3
2015 Q4	$4.42M	Sell	49,113 -1,325	-3%	-$119K	4.74%	3
2015 Q3	$4.46M	Buy	50,438 +438	+0.9%	+$36.9K	4.95%	4
2015 Q2	$4.8M	Hold	50,000	–	–	5.36%	2
2015 Q1	$5.27M	Hold	50,000	–	–	5.86%	1
2014 Q4	$5.61M	Hold	50,000	–	–	5.91%	1
2014 Q3	$5.95M	Hold	50,000	–	–	6.88%	1
2014 Q2	$6.53M	Hold	50,000	–	–	7.13%	1
2014 Q1	$5.95M	Hold	50,000	–	–	6.88%	1
2013 Q4	$6.21M	Hold	50,000	–	–	6.89%	1
2013 Q3	$6.08M	Sell	50,000 -502	-1%	-$61.7K	8.27%	1
2013 Q2	$6.01M	Buy	+50,502	New	+$6.1M	8.66%	1

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

Guardian Investment Management increased its Chevron (CVX) stake by 0.25% in Q2 2026, buying an estimated $9.31K and bringing the position to 20,190 shares worth $3.35M. The position accounts for 2.16% of the portfolio, ranked #13.

Guardian Investment Management first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.53M in Q2 2014. 1,710 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Guardian Investment Management held 20,190 shares of Chevron worth $3.35M as of Q2 2026.
Guardian Investment Management bought 50 Chevron shares in Q2 2026, an estimated $9.31K.
Chevron made up 2.16% of Guardian Investment Management's portfolio in Q2 2026, its #13 holding.
Guardian Investment Management first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
Guardian Investment Management's Chevron position peaked at $6.53M in Q2 2014.
1,710 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Guardian Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.