Investment House LLC’s Chevron CVX Stock Holding History

Investment House LLC’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	–	Sell	-1,042	Closed	-$216K	–	222
2026 Q1	$216K	Buy	+1,042	New	+$190K	0.01%	210
2025 Q2	–	Sell	-1,383	Closed	-$231K	–	220
2025 Q1	$231K	Hold	1,383	–	–	0.01%	206
2024 Q4	$200K	Hold	1,383	–	–	0.01%	196
2024 Q3	$204K	Buy	+1,383	New	+$206K	0.01%	203
2024 Q2	–	Sell	-12,912	Closed	-$2.04M	–	210
2024 Q1	$2.04M	Buy	+12,912	New	+$1.95M	0.12%	101
2021 Q1	–	Sell	-5,421	Closed	-$458K	–	200
2020 Q4	$458K	Sell	5,421 -250	-4%	-$20.2K	0.03%	161
2020 Q3	$408K	Hold	5,671	–	–	0.03%	154
2020 Q2	$506K	Buy	+5,671	New	+$508K	0.04%	134
2020 Q1	–	Sell	-2,000	Closed	-$241K	–	176
2019 Q4	$241K	Hold	2,000	–	–	0.02%	200
2019 Q3	$237K	Hold	2,000	–	–	0.02%	182
2019 Q2	$249K	Hold	2,000	–	–	0.03%	175
2019 Q1	$246K	Hold	2,000	–	–	0.03%	172
2018 Q4	$218K	Buy	2,000 +200	+11%	+$23.2K	0.03%	162
2018 Q3	$220K	Hold	1,800	–	–	0.02%	183
2018 Q2	$228K	Hold	1,800	–	–	0.03%	184
2018 Q1	$205K	Buy	1,800 +100	+6%	+$12K	0.03%	181
2017 Q4	$213K	Buy	+1,700	New	+$202K	0.03%	188
2017 Q1	–	Sell	-1,775	Closed	-$209K	–	191
2016 Q4	$209K	Buy	+1,775	New	+$193K	0.03%	177

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

Investment House LLC's CVX Position: Q2 2026 in Review

Investment House LLC sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,042 shares — an estimated $216K sold.

Investment House LLC first reported a position in CVX in Q4 2016 and held it in 18 quarters. The position peaked at $2.04M in Q1 2024. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Investment House LLC reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Investment House LLC sold 1,042 Chevron shares in Q2 2026, an estimated $216K.
Investment House LLC first reported a position in Chevron in Q4 2016 and held it in 18 quarters.
Investment House LLC's Chevron position peaked at $2.04M in Q1 2024.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.