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Joel Isaacson & Co’s Chevron CVX Stock Holding History

Joel Isaacson & 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 		$2.99M Buy
18,033
+556
+3% +$103K 0.09% 105
2026
Q1 		$3.62M Buy
17,477
+296
+2% +$54K 0.12% 80
2025
Q4 		$2.62M Buy
17,181
+153
+0.9% +$23.3K 0.09% 107
2025
Q3 		$2.64M Buy
17,028
+1,386
+9% +$215K 0.1% 100
2025
Q2 		$2.24M Sell
15,642
-238
-1% -$33.6K 0.09% 103
2025
Q1 		$2.66M Buy
15,880
+469
+3% +$73.4K 0.12% 83
2024
Q4 		$2.23M Buy
15,411
+488
+3% +$74.7K 0.1% 97
2024
Q3 		$2.2M Sell
14,923
-98
-0.7% -$14.6K 0.1% 93
2024
Q2 		$2.35M Sell
15,021
-2,165
-13% -$345K 0.12% 75
2024
Q1 		$2.71M Buy
17,186
+160
+0.9% +$24.1K 0.15% 70
2023
Q4 		$2.54M Buy
17,026
+102
+0.6% +$15.4K 0.16% 63
2023
Q3 		$2.85M Buy
16,924
+4
+0% +$646 0.2% 50
2023
Q2 		$2.66M Sell
16,920
-95
-0.6% -$15.2K 0.18% 54
2023
Q1 		$2.78M Sell
17,015
-1,185
-7% -$199K 0.2% 54
2022
Q4 		$3.27M Sell
18,200
-510
-3% -$89K 0.25% 44
2022
Q3 		$2.69M Buy
18,710
+155
+0.8% +$23.6K 0.23% 49
2022
Q2 		$2.69M Buy
18,555
+227
+1% +$37.5K 0.23% 49
2022
Q1 		$3.19M Buy
18,328
+2,042
+13% +$293K 0.23% 47
2021
Q4 		$1.91M Buy
16,286
+5,549
+52% +$630K 0.13% 77
2021
Q3 		$1.09M Buy
10,737
+118
+1% +$11.8K 0.08% 105
2021
Q2 		$1.11M Buy
10,619
+203
+2% +$21.4K 0.09% 100
2021
Q1 		$1.09M Buy
10,416
+303
+3% +$29.6K 0.1% 87
2020
Q4 		$854K Sell
10,113
-56
-0.6% -$4.53K 0.08% 98
2020
Q3 		$732K Sell
10,169
-300
-3% -$25.2K 0.1% 96
2020
Q2 		$934K Buy
10,469
+92
+0.9% +$8.24K 0.13% 78
2020
Q1 		$752K Sell
10,377
-2,097
-17% -$207K 0.13% 77
2019
Q4 		$1.5M Buy
12,474
+3
+0% +$353 0.2% 53
2019
Q3 		$1.48M Buy
12,471
+193
+2% +$23.4K 0.21% 47
2019
Q2 		$1.53M Sell
12,278
-7,893
-39% -$954K 0.22% 49
2019
Q1 		$2.48M Sell
20,171
-234
-1% -$27.7K 0.36% 36
2018
Q4 		$2.3M Buy
20,405
+9,391
+85% +$1.09M 0.36% 35
2018
Q3 		$1.35M Buy
11,014
+284
+3% +$34.5K 0.21% 48
2018
Q2 		$1.36M Buy
10,730
+800
+8% +$99.3K 0.23% 49
2018
Q1 		$1.13M Sell
9,930
-50
-0.5% -$5.98K 0.2% 54
2017
Q4 		$1.25M Sell
9,980
-707
-7% -$83.8K 0.22% 50
2017
Q3 		$1.26M Buy
10,687
+75
+0.7% +$8.19K 0.23% 50
2017
Q2 		$1.11M Hold
10,612
– – 0.21% 53
2017
Q1 		$1.14M Sell
10,612
-106
-1% -$11.9K 0.22% 52
2016
Q4 		$1.26M Buy
10,718
+531
+5% +$57.8K 0.25% 43
2016
Q3 		$1.05M Buy
10,187
+428
+4% +$43.7K 0.22% 47
2016
Q2 		$1.02M Sell
9,759
-187
-2% -$18.8K 0.22% 47
2016
Q1 		$949K Buy
9,946
+408
+4% +$35.7K 0.21% 51
2015
Q4 		$858K Sell
9,538
-102
-1% -$9.2K 0.21% 52
2015
Q3 		$760K Buy
9,640
+350
+4% +$29.5K 0.2% 54
2015
Q2 		$896K Sell
9,290
-1,302
-12% -$137K 0.23% 53
2015
Q1 		$1.11M Buy
10,592
+406
+4% +$43.3K 0.28% 46
2014
Q4 		$1.14M Buy
10,186
+617
+6% +$70.1K 0.31% 41
2014
Q3 		$1.14M Buy
9,569
+14
+0.1% +$1.79K 0.35% 38
2014
Q2 		$1.25M Sell
9,555
-150
-2% -$18.7K 0.39% 34
2014
Q1 		$1.15M Sell
9,705
-300
-3% -$34.9K 0.39% 35
2013
Q4 		$1.25M Buy
10,005
+308
+3% +$37.2K 0.45% 30
2013
Q3 		$1.18M Buy
9,697
+1,254
+15% +$154K 0.48% 28
2013
Q2 		$999K Buy
+8,443
New +$1.02M 0.47% 33

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Joel Isaacson & Co's CVX Position: Q2 2026 in Review

Joel Isaacson & Co increased its Chevron (CVX) stake by 3.2% in Q2 2026, buying an estimated $103K and bringing the position to 18,033 shares worth $2.99M. The position accounts for 0.09% of the portfolio, ranked #105.

Joel Isaacson & Co first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.62M in Q1 2026. 2,562 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Joel Isaacson & Co held 18,033 shares of Chevron worth $2.99M as of Q2 2026.
  • Joel Isaacson & Co bought 556 Chevron shares in Q2 2026, an estimated $103K.
  • Chevron made up 0.09% of Joel Isaacson & Co's portfolio in Q2 2026, its #105 holding.
  • Joel Isaacson & Co first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Joel Isaacson & Co's Chevron position peaked at $3.62M in Q1 2026.
  • 2,562 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.