Ironwood Financial’s Chevron CVX Stock Holding History

Ironwood Financial’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	$213K	Buy	1,167 +96	+9%	+$17.9K	0.03%	176
2026 Q1	$222K	Buy	+1,071	New	+$195K	0.04%	163
2021 Q4	–	Sell	-603	Closed	-$61K	–	203
2021 Q3	$61K	Hold	603	–	–	0.02%	182
2021 Q2	$63K	Buy	603 +55	+10%	+$5.81K	0.02%	172
2021 Q1	$57K	Hold	548	–	–	0.02%	169
2020 Q4	$46K	Hold	548	–	–	0.02%	169
2020 Q3	$39K	Hold	548	–	–	0.02%	129
2020 Q2	$49K	Buy	548 +83	+18%	+$7.43K	0.03%	110
2020 Q1	$34K	Sell	465 -73	-14%	-$7.21K	0.02%	108
2019 Q4	$65K	Hold	538	–	–	0.03%	92
2019 Q3	$64K	Hold	538	–	–	0.03%	93
2019 Q2	$67K	Hold	538	–	–	0.03%	92
2019 Q1	$66K	Hold	538	–	–	0.03%	91
2018 Q4	$59K	Buy	538 +261	+94%	+$30.2K	0.03%	92
2018 Q3	$34K	Buy	277 +150	+118%	+$18.2K	0.02%	147
2018 Q2	$16K	Hold	127	–	–	0.01%	165
2018 Q1	$14K	Hold	127	–	–	0.02%	149
2017 Q4	$16K	Sell	127 -241	-65%	-$28.6K	0.01%	149
2017 Q3	$43K	Hold	368	–	–	0.03%	94
2017 Q2	$38K	Hold	368	–	–	0.02%	94
2017 Q1	$40K	Hold	368	–	–	0.03%	94
2016 Q4	$43K	Hold	368	–	–	0.03%	92
2016 Q3	$38K	Hold	368	–	–	0.03%	100
2016 Q2	$39K	Hold	368	–	–	0.03%	98
2016 Q1	$35K	Buy	+368	New	+$32.2K	0.03%	102
2015 Q3	$29K	Hold	368	–	–	0.01%	145
2015 Q2	$36K	Hold	368	–	–	0.02%	130
2015 Q1	$39K	Hold	368	–	–	0.02%	126
2014 Q4	$41K	Buy	+368	New	+$41.8K	0.02%	111

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 22.94% 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

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

Ironwood Financial's CVX Position: Q2 2026 in Review

Ironwood Financial increased its Chevron (CVX) stake by 9% in Q2 2026, buying an estimated $17.9K and bringing the position to 1,167 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #176.

Ironwood Financial first reported a position in CVX in Q4 2014 and has held it in 29 quarters since. The position peaked at $222K in Q1 2026. 2,300 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Ironwood Financial held 1,167 shares of Chevron worth $213K as of Q2 2026.
Ironwood Financial bought 96 Chevron shares in Q2 2026, an estimated $17.9K.
Chevron made up 0.03% of Ironwood Financial's portfolio in Q2 2026, its #176 holding.
Ironwood Financial first reported a position in Chevron in Q4 2014 and has held it in 29 quarters since.
Ironwood Financial's Chevron position peaked at $222K in Q1 2026.
2,300 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.