Johnson Bixby & Associates’s Chevron CVX Stock Holding History

Johnson Bixby & Associates’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	$315K	Sell	1,899 -350	-16%	-$65.1K	0.04%	109
2026 Q1	$465K	Buy	2,249 +166	+8%	+$30.3K	0.06%	80
2025 Q4	$317K	Hold	2,083	–	–	0.04%	97
2025 Q3	$323K	Hold	2,083	–	–	0.04%	95
2025 Q2	$298K	Buy	2,083 +3	+0.1%	+$423	0.04%	95
2025 Q1	$348K	Buy	2,080 +2	+0.1%	+$313	0.05%	85
2024 Q4	$301K	Sell	2,078 -80	-4%	-$12.2K	0.05%	91
2024 Q3	$318K	Hold	2,158	–	–	0.05%	86
2024 Q2	$338K	Sell	2,158 -1,837	-46%	-$293K	0.06%	81
2024 Q1	$630K	Buy	3,995 +1,685	+73%	+$254K	0.11%	56
2023 Q4	$345K	Hold	2,310	–	–	0.07%	77
2023 Q3	$390K	Sell	2,310 -134	-5%	-$21.6K	0.08%	63
2023 Q2	$385K	Buy	2,444 +84	+4%	+$13.5K	0.08%	67
2023 Q1	$385K	Sell	2,360 -50	-2%	-$8.38K	0.09%	65
2022 Q4	$433K	Buy	2,410 +10	+0.4%	+$1.75K	0.1%	60
2022 Q3	$345K	Buy	2,400 +195	+9%	+$29.7K	0.09%	68
2022 Q2	$319K	Buy	2,205 +602	+38%	+$99.5K	0.08%	73
2022 Q1	$261K	Buy	+1,603	New	+$230K	0.07%	78

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 22.96% 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

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Johnson Bixby & Associates's CVX Position: Q2 2026 in Review

Johnson Bixby & Associates reduced its Chevron (CVX) stake by 16% in Q2 2026, selling an estimated $65.1K and leaving 1,899 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #109.

Johnson Bixby & Associates first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. The position peaked at $630K in Q1 2024. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Johnson Bixby & Associates held 1,899 shares of Chevron worth $315K as of Q2 2026.
Johnson Bixby & Associates sold 350 Chevron shares in Q2 2026, an estimated $65.1K.
Chevron made up 0.04% of Johnson Bixby & Associates's portfolio in Q2 2026, its #109 holding.
Johnson Bixby & Associates first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
Johnson Bixby & Associates's Chevron position peaked at $630K in Q1 2024.
2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.