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J. Safra Sarasin Holding’s Chevron CVX Stock Holding History

J. Safra Sarasin Holding’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 		$2.45M Buy
12,306
+2,401
+24% +$447K 0.04% 229
2026
Q1 		$2.05M Buy
9,905
+1,160
+13% +$212K 0.03% 199
2025
Q4 		$1.33M Buy
8,745
+2,169
+33% +$330K 0.02% 245
2025
Q3 		$1.02M Sell
6,576
-82
-1% -$12.7K 0.02% 313
2025
Q2 		$953K Hold
6,658
– – 0.02% 307
2025
Q1 		$1.11M Sell
6,658
-283
-4% -$44.3K 0.02% 303
2024
Q4 		$1.01M Sell
6,941
-425
-6% -$65.1K 0.02% 331
2024
Q3 		$1.08M Sell
7,366
-802
-10% -$119K 0.02% 318
2024
Q2 		$1.28M Buy
+8,168
New +$1.3M 0.02% 303

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

J. Safra Sarasin Holding's CVX Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its Chevron (CVX) stake by 24% in Q2 2026, buying an estimated $447K and bringing the position to 12,306 shares worth $2.45M. The position accounts for 0.04% of the portfolio, ranked #229.

J. Safra Sarasin Holding first reported a position in CVX in Q2 2024 and has held it in 9 quarters since. 2,618 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • J. Safra Sarasin Holding held 12,306 shares of Chevron worth $2.45M as of Q2 2026.
  • J. Safra Sarasin Holding bought 2,401 Chevron shares in Q2 2026, an estimated $447K.
  • Chevron made up 0.04% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #229 holding.
  • J. Safra Sarasin Holding first reported a position in Chevron in Q2 2024 and has held it in 9 quarters since.
  • 2,618 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.