J.M. Forbes & Co’s Chevron CVX Stock Holding History

J.M. Forbes & Co’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	$1.12M	Sell	6,744 -20	-0.3%	-$3.72K	0.09%	77
2026 Q1	$1.4M	Buy	6,764 +127	+2%	+$23.2K	0.12%	73
2025 Q4	$1.01M	Sell	6,637 -50	-0.7%	-$7.62K	0.08%	79
2025 Q3	$1.04M	Sell	6,687 -232	-3%	-$35.9K	0.09%	79
2025 Q2	$991K	Sell	6,919 -183	-3%	-$25.8K	0.09%	81
2025 Q1	$1.19M	Buy	7,102 +950	+15%	+$149K	0.12%	76
2024 Q4	$891K	Sell	6,152 -2	-0%	-$306	0.09%	86
2024 Q3	$906K	Sell	6,154 -2	-0%	-$298	0.09%	84
2024 Q2	$963K	Buy	6,156 +95	+2%	+$15.1K	0.1%	80
2024 Q1	$956K	Sell	6,061 -204	-3%	-$30.8K	0.1%	80
2023 Q4	$934K	Sell	6,265 -3	-0%	-$454	0.11%	78
2023 Q3	$1.06M	Sell	6,268 -23	-0.4%	-$3.71K	0.14%	71
2023 Q2	$990K	Hold	6,291	–	–	0.12%	74
2023 Q1	$1.03M	Buy	6,291 +74	+1%	+$12.4K	0.14%	55
2022 Q4	$1.12M	Buy	6,217 +225	+4%	+$39.3K	0.16%	51
2022 Q3	$861K	Buy	5,992 +716	+14%	+$109K	0.13%	58
2022 Q2	$764K	Sell	5,276 -70	-1%	-$11.6K	0.11%	64
2022 Q1	$870K	Sell	5,346 -122	-2%	-$17.5K	0.11%	64
2021 Q4	$642K	Buy	5,468 +616	+13%	+$70K	0.07%	74
2021 Q3	$492K	Sell	4,852 -376	-7%	-$37.5K	0.06%	79
2021 Q2	$548K	Buy	5,228 +60	+1%	+$6.33K	0.07%	80
2021 Q1	$542K	Sell	5,168 -4,502	-47%	-$440K	0.08%	72
2020 Q4	$817K	Sell	9,670 -804	-8%	-$65.1K	0.12%	56
2020 Q3	$754K	Sell	10,474 -25	-0.2%	-$2.1K	0.12%	54
2020 Q2	$937K	Sell	10,499 -400	-4%	-$35.8K	0.17%	45
2020 Q1	$790K	Buy	10,899 +580	+6%	+$57.3K	0.18%	43
2019 Q4	$1.24M	Buy	10,319 +312	+3%	+$36.7K	0.2%	54
2019 Q3	$1.19M	Sell	10,007 -282	-3%	-$34.2K	0.23%	52
2019 Q2	$1.28M	Buy	10,289 +250	+2%	+$30.2K	0.25%	50
2019 Q1	$1.24M	Sell	10,039 -5	-0%	-$592	0.27%	51
2018 Q4	$1.09M	Sell	10,044 -54	-0.5%	-$6.26K	0.26%	52
2018 Q3	$1.24M	Hold	10,098	–	–	0.26%	53
2018 Q2	$1.28M	Hold	10,098	–	–	0.29%	54
2018 Q1	$1.15M	Buy	10,098 +245	+2%	+$29.3K	0.27%	52
2017 Q4	$1.23M	Sell	9,853 -100	-1%	-$11.9K	0.28%	54
2017 Q3	$1.17M	Sell	9,953 -105	-1%	-$11.5K	0.29%	49
2017 Q2	$1.04M	Sell	10,058 -50	-0.5%	-$5.3K	0.26%	49
2017 Q1	$1.07M	Sell	10,108 -355	-3%	-$39.8K	0.28%	50
2016 Q4	$1.22M	Hold	10,463	–	–	0.34%	47
2016 Q3	$1.08M	Sell	10,463 -5	-0%	-$511	0.29%	47
2016 Q2	$1.1M	Hold	10,468	–	–	0.3%	47
2016 Q1	$998K	Sell	10,468 -15	-0.1%	-$1.31K	0.28%	45
2015 Q4	$942K	Sell	10,483 -200	-2%	-$18K	0.25%	50
2015 Q3	$843K	Hold	10,683	–	–	0.24%	49
2015 Q2	$1.03M	Sell	10,683 -453	-4%	-$47.6K	0.28%	48
2015 Q1	$1.17M	Sell	11,136 -215	-2%	-$22.9K	0.31%	48
2014 Q4	$1.25M	Sell	11,351 -1,985	-15%	-$226K	0.33%	46
2014 Q3	$1.59M	Sell	13,336 -25	-0.2%	-$3.19K	0.4%	49
2014 Q2	$1.74M	Sell	13,361 -200	-1%	-$24.9K	0.43%	49
2014 Q1	$1.61M	Sell	13,561 -125	-0.9%	-$14.5K	0.42%	49
2013 Q4	$1.73M	Buy	13,686 +3,768	+38%	+$455K	0.44%	52
2013 Q3	$1.2M	Sell	9,918 -388	-4%	-$47.7K	0.34%	53
2013 Q2	$1.22M	Buy	+10,306	New	+$1.25M	0.36%	50

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

J.M. Forbes & Co's CVX Position: Q2 2026 in Review

J.M. Forbes & Co reduced its Chevron (CVX) stake by 0.3% in Q2 2026, selling an estimated $3.72K and leaving 6,744 shares worth $1.12M. The position accounts for 0.09% of the portfolio, ranked #77.

J.M. Forbes & Co first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.74M in Q2 2014. 2,663 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

J.M. Forbes & Co held 6,744 shares of Chevron worth $1.12M as of Q2 2026.
J.M. Forbes & Co sold 20 Chevron shares in Q2 2026, an estimated $3.72K.
Chevron made up 0.09% of J.M. Forbes & Co's portfolio in Q2 2026, its #77 holding.
J.M. Forbes & Co first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
J.M. Forbes & Co's Chevron position peaked at $1.74M in Q2 2014.
2,663 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.