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Liberty Capital Management’s Chevron CVX Stock Holding History

Liberty Capital Management’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 		$304K Buy
+1,832
New +$341K 0.05% 149
2025
Q4 		$372K Hold
2,444
– – 0.07% 131
2025
Q3 		$380K Hold
2,444
– – 0.07% 128
2025
Q2 		$350K Buy
2,444
+128
+6% +$18K 0.07% 131
2025
Q1 		$387K Buy
2,316
+612
+36% +$95.8K 0.09% 120
2024
Q4 		$247K Sell
1,704
-76
-4% -$11.6K 0.05% 144
2024
Q3 		$262K Sell
1,780
-279
-14% -$41.5K 0.06% 139
2024
Q2 		$322K Buy
2,059
+356
+21% +$56.8K 0.08% 126
2024
Q1 		$269K Buy
1,703
+43
+3% +$6.49K 0.07% 133
2023
Q4 		$248K Buy
1,660
+28
+2% +$4.24K 0.07% 138
2023
Q3 		$275K Buy
1,632
+37
+2% +$5.98K 0.08% 126
2023
Q2 		$251K Hold
1,595
– – 0.08% 130
2023
Q1 		$260K Sell
1,595
-30
-2% -$5.03K 0.09% 116
2022
Q4 		$292K Hold
1,625
– – 0.1% 115
2022
Q3 		$233K Hold
1,625
– – 0.09% 117
2022
Q2 		$235K Sell
1,625
-15
-0.9% -$2.48K 0.08% 118
2022
Q1 		$267K Buy
+1,640
New +$235K 0.08% 118
2020
Q1 		– Sell
-12,399
Closed -$1.49M – 111
2019
Q4 		$1.49M Sell
12,399
-124
-1% -$14.6K 0.61% 48
2019
Q3 		$1.49M Sell
12,523
-597
-5% -$72.5K 0.65% 47
2019
Q2 		$1.63M Sell
13,120
-70
-0.5% -$8.46K 0.73% 47
2019
Q1 		$1.63M Buy
13,190
+1,516
+13% +$179K 0.82% 44
2018
Q4 		$1.27M Sell
11,674
-236
-2% -$27.3K 0.78% 42
2018
Q3 		$1.46M Sell
11,910
-395
-3% -$47.9K 0.76% 46
2018
Q2 		$1.56M Buy
12,305
+310
+3% +$38.5K 0.91% 38
2018
Q1 		$1.37M Sell
11,995
-370
-3% -$44.2K 0.83% 41
2017
Q4 		$1.65M Sell
12,365
-55
-0.4% -$6.52K 0.87% 42
2017
Q3 		$1.47M Sell
12,420
-50
-0.4% -$5.46K 0.81% 41
2017
Q2 		$1.29M Sell
12,470
-1,526
-11% -$162K 0.78% 44
2017
Q1 		$1.5M Hold
13,996
– – 0.9% 41
2016
Q4 		$1.62M Sell
13,996
-120
-0.9% -$13.1K 1.05% 40
2016
Q3 		$1.43M Sell
14,116
-495
-3% -$50.5K 0.93% 44
2016
Q2 		$1.53M Sell
14,611
-433
-3% -$43.6K 1.03% 39
2016
Q1 		$1.44M Sell
15,044
-771
-5% -$67.4K 1.08% 40
2015
Q4 		$1.42M Sell
15,815
-3,555
-18% -$321K 1.07% 40
2015
Q3 		$1.53M Sell
19,370
-1,489
-7% -$125K 1.2% 36
2015
Q2 		$2.01M Sell
20,859
-335
-2% -$35.2K 1.35% 28
2015
Q1 		$2.23M Sell
21,194
-150
-0.7% -$16K 1.49% 25
2014
Q4 		$2.39M Sell
21,344
-158
-0.7% -$17.9K 1.66% 21
2014
Q3 		$2.57M Sell
21,502
-150
-0.7% -$19.1K 1.86% 17
2014
Q2 		$2.83M Sell
21,652
-1,031
-5% -$128K 2% 13
2014
Q1 		$2.7M Sell
22,683
-170
-0.7% -$19.8K 1.98% 15
2013
Q4 		$2.85M Sell
22,853
-494
-2% -$59.7K 2.04% 13
2013
Q3 		$2.84M Buy
23,347
+300
+1% +$36.9K 2.25% 12
2013
Q2 		$2.73M Buy
+23,047
New +$2.79M 2.35% 8

Other funds holding CVX

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 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Liberty Capital Management's CVX Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Chevron (CVX) in Q2 2026: 1,832 shares worth $304K. The stake represents 0.05% of the portfolio and ranks #149 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in CVX as recently as Q4 2025.

Liberty Capital Management first reported a position in CVX in Q2 2013 and has held it in 44 quarters since. The position peaked at $2.85M in Q4 2013. 2,099 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Liberty Capital Management held 1,832 shares of Chevron worth $304K as of Q2 2026.
  • Chevron was a new Liberty Capital Management position in Q2 2026.
  • Chevron made up 0.05% of Liberty Capital Management's portfolio in Q2 2026, its #149 holding.
  • Liberty Capital Management first reported a position in Chevron in Q2 2013 and has held it in 44 quarters since.
  • Liberty Capital Management's Chevron position peaked at $2.85M in Q4 2013.
  • 2,099 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.