Independent Investors Inc’s Chevron CVX Stock Holding History

Independent Investors Inc’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	$902K	Sell	5,440 -1,150	-17%	-$214K	0.17%	50
2026 Q1	$1.36M	Sell	6,590 -250	-4%	-$45.6K	0.27%	39
2025 Q4	$1.04M	Hold	6,840	–	–	0.19%	46
2025 Q3	$1.06M	Hold	6,840	–	–	0.2%	47
2025 Q2	$979K	Sell	6,840 -150	-2%	-$21.1K	0.21%	47
2025 Q1	$1.17M	Buy	6,990 +800	+13%	+$125K	0.25%	41
2024 Q4	$897K	Hold	6,190	–	–	0.18%	46
2024 Q3	$912K	Hold	6,190	–	–	0.18%	46
2024 Q2	$968K	Buy	6,190 +240	+4%	+$38.3K	0.21%	42
2024 Q1	$939K	Buy	5,950 +180	+3%	+$27.2K	0.22%	44
2023 Q4	$861K	Hold	5,770	–	–	0.2%	40
2023 Q3	$973K	Hold	5,770	–	–	0.25%	39
2023 Q2	$908K	Hold	5,770	–	–	0.21%	40
2023 Q1	$941K	Hold	5,770	–	–	0.23%	44
2022 Q4	$1.04M	Sell	5,770 -600	-9%	-$105K	0.29%	40
2022 Q3	$915K	Hold	6,370	–	–	0.26%	43
2022 Q2	$922K	Hold	6,370	–	–	0.25%	46
2022 Q1	$1.04M	Hold	6,370	–	–	0.23%	47
2021 Q4	$748K	Hold	6,370	–	–	0.16%	55
2021 Q3	$646K	Buy	6,370 +350	+6%	+$34.9K	0.16%	56
2021 Q2	$631K	Hold	6,020	–	–	0.16%	58
2021 Q1	$631K	Hold	6,020	–	–	0.17%	58
2020 Q4	$508K	Sell	6,020 -500	-8%	-$40.5K	0.13%	60
2020 Q3	$469K	Hold	6,520	–	–	0.14%	58
2020 Q2	$581K	Hold	6,520	–	–	0.2%	53
2020 Q1	$472K	Hold	6,520	–	–	0.2%	58
2019 Q4	$785K	Sell	6,520 -80	-1%	-$9.42K	0.26%	57
2019 Q3	$782K	Sell	6,600 -700	-10%	-$85K	0.29%	53
2019 Q2	$908K	Hold	7,300	–	–	0.35%	51
2019 Q1	$899K	Hold	7,300	–	–	0.35%	51
2018 Q4	$794K	Buy	7,300 +1,900	+35%	+$220K	0.34%	51
2018 Q3	$660K	Hold	5,400	–	–	0.23%	62
2018 Q2	$682K	Hold	5,400	–	–	0.27%	61
2018 Q1	$615K	Hold	5,400	–	–	0.25%	65
2017 Q4	$676K	Buy	5,400 +600	+13%	+$71.1K	0.26%	64
2017 Q3	$564K	Hold	4,800	–	–	0.23%	67
2017 Q2	$500K	Hold	4,800	–	–	0.22%	68
2017 Q1	$515K	Hold	4,800	–	–	0.22%	66
2016 Q4	$564K	Buy	4,800 +350	+8%	+$38.1K	0.26%	65
2016 Q3	$457K	Buy	4,450 +150	+3%	+$15.3K	0.21%	72
2016 Q2	$450K	Hold	4,300	–	–	0.22%	70
2016 Q1	$410K	Hold	4,300	–	–	0.2%	70
2015 Q4	$386K	Sell	4,300 -400	-9%	-$36.1K	0.19%	71
2015 Q3	$370K	Buy	4,700 +150	+3%	+$12.6K	0.18%	76
2015 Q2	$438K	Hold	4,550	–	–	0.2%	74
2015 Q1	$477K	Sell	4,550 -1,500	-25%	-$160K	0.22%	70
2014 Q4	$678K	Buy	6,050 +400	+7%	+$45.4K	0.3%	62
2014 Q3	$674K	Hold	5,650	–	–	0.3%	63
2014 Q2	$737K	Hold	5,650	–	–	0.33%	61
2014 Q1	$671K	Hold	5,650	–	–	0.32%	61
2013 Q4	$705K	Hold	5,650	–	–	0.34%	61
2013 Q3	$686K	Sell	5,650 -300	-5%	-$36.9K	0.36%	61
2013 Q2	$704K	Buy	+5,950	New	+$719K	0.39%	59

Other funds holding CVX

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Independent Investors Inc's CVX Position: Q2 2026 in Review

Independent Investors Inc reduced its Chevron (CVX) stake by 17% in Q2 2026, selling an estimated $214K and leaving 5,440 shares worth $902K. The position accounts for 0.17% of the portfolio, ranked #50.

Independent Investors Inc first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.36M in Q1 2026. 2,663 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Independent Investors Inc held 5,440 shares of Chevron worth $902K as of Q2 2026.
Independent Investors Inc sold 1,150 Chevron shares in Q2 2026, an estimated $214K.
Chevron made up 0.17% of Independent Investors Inc's portfolio in Q2 2026, its #50 holding.
Independent Investors Inc first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
Independent Investors Inc's Chevron position peaked at $1.36M in Q1 2026.
2,663 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Independent Investors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.