Marotta Asset Management’s Chevron CVX Stock Holding History

Marotta Asset 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	$290K	Hold	1,750	–	–	0.05%	85
2026 Q1	$345K	Sell	1,750 -12	-0.7%	-$2.19K	0.06%	80
2025 Q4	$269K	Sell	1,762 -48	-3%	-$7.31K	0.05%	86
2025 Q3	$280K	Hold	1,810	–	–	0.05%	87
2025 Q2	$259K	Sell	1,810 -513	-22%	-$72.3K	0.05%	84
2025 Q1	$342K	Hold	2,323	–	–	0.07%	92
2024 Q4	$341K	Hold	2,323	–	–	0.07%	92
2024 Q3	$342K	Sell	2,323 -57	-2%	-$8.48K	0.07%	92
2024 Q2	$373K	Buy	2,380 +625	+36%	+$99.7K	0.08%	84
2024 Q1	$277K	Hold	1,755	–	–	0.06%	92
2023 Q4	$262K	Buy	1,755 +16	+0.9%	+$2.42K	0.06%	92
2023 Q3	$293K	Sell	1,739 -92	-5%	-$14.9K	0.07%	93
2023 Q2	$288K	Buy	+1,831	New	+$294K	0.06%	90
2022 Q4	$330K	Buy	1,838 +7	+0.4%	+$1.22K	0.08%	82
2022 Q3	$263K	Hold	1,831	–	–	0.07%	87
2022 Q2	$268K	Sell	1,831 -44	-2%	-$7.27K	0.07%	90
2022 Q1	$305K	Buy	+1,875	New	+$269K	0.07%	92
2020 Q4	–	Sell	-3,205	Closed	-$231K	–	88
2020 Q3	$231K	Sell	3,205 -2,449	-43%	-$206K	0.07%	75
2020 Q2	$505K	Sell	5,654 -130	-2%	-$11.6K	0.16%	52
2020 Q1	$397K	Sell	5,784 -95	-2%	-$9.39K	0.15%	55
2019 Q4	$625K	Buy	+5,879	New	+$692K	0.19%	52

Other funds holding CVX

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Marotta Asset Management's CVX Position: Q2 2026 in Review

Marotta Asset Management held its Chevron (CVX) position steady in Q2 2026 at 1,750 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #85.

Marotta Asset Management first reported a position in CVX in Q4 2019 and has held it in 21 quarters since. The position peaked at $625K in Q4 2019. 2,150 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Marotta Asset Management held 1,750 shares of Chevron worth $290K as of Q2 2026.
Marotta Asset Management left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.05% of Marotta Asset Management's portfolio in Q2 2026, its #85 holding.
Marotta Asset Management first reported a position in Chevron in Q4 2019 and has held it in 21 quarters since.
Marotta Asset Management's Chevron position peaked at $625K in Q4 2019.
2,150 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.