Hanlon Investment Management’s Chevron CVX Stock Holding History

Hanlon 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	$440K	Buy	2,654 +400	+18%	+$74.5K	0.23%	138
2026 Q1	$466K	Buy	2,254 +201	+10%	+$36.7K	0.26%	133
2025 Q4	$313K	Buy	2,053 +739	+56%	+$113K	0.17%	170
2025 Q3	$204K	Buy	+1,314	New	+$204K	0.12%	185
2024 Q3	–	Sell	-1,359	Closed	-$213K	–	174
2024 Q2	$213K	Buy	+1,359	New	+$217K	0.06%	151
2023 Q4	–	Sell	-1,227	Closed	-$207K	–	144
2023 Q3	$207K	Buy	+1,227	New	+$198K	0.06%	129
2019 Q3	–	Sell	-1,985	Closed	-$247K	–	97
2019 Q2	$247K	Buy	1,985 +165	+9%	+$20K	0.02%	116
2019 Q1	$224K	Buy	+1,820	New	+$215K	0.02%	109
2017 Q2	–	Sell	-23,675	Closed	-$2.54M	–	42
2017 Q1	$2.54M	Sell	23,675 -2,284	-9%	-$256K	0.32%	70
2016 Q4	$3.06M	Buy	+25,959	New	+$2.83M	0.36%	21
2014 Q3	–	Sell	-4,629	Closed	-$604K	–	25
2014 Q2	$604K	Buy	4,629 +6	+0.1%	+$746	1.03%	15
2014 Q1	$550K	Buy	4,623 +6	+0.1%	+$698	0.25%	15
2013 Q4	$577K	Buy	4,617 +6	+0.1%	+$725	0.26%	13
2013 Q3	$560K	Sell	4,611 -32	-0.7%	-$3.93K	0.28%	14
2013 Q2	$549K	Buy	+4,643	New	+$561K	0.81%	7

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Hanlon Investment Management increased its Chevron (CVX) stake by 18% in Q2 2026, buying an estimated $74.5K and bringing the position to 2,654 shares worth $440K. The position accounts for 0.23% of the portfolio, ranked #138.

Hanlon Investment Management first reported a position in CVX in Q2 2013 and has held it in 15 quarters since. The position peaked at $3.06M in Q4 2016. 2,445 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Hanlon Investment Management held 2,654 shares of Chevron worth $440K as of Q2 2026.
Hanlon Investment Management bought 400 Chevron shares in Q2 2026, an estimated $74.5K.
Chevron made up 0.23% of Hanlon Investment Management's portfolio in Q2 2026, its #138 holding.
Hanlon Investment Management first reported a position in Chevron in Q2 2013 and has held it in 15 quarters since.
Hanlon Investment Management's Chevron position peaked at $3.06M in Q4 2016.
2,445 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.