Marquette Asset Management’s Chevron CVX Stock Holding History

Marquette 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	$44.3K	Sell	267 -3	-1%	-$558	0.01%	174
2026 Q1	$55.9K	Buy	+270	New	+$49.2K	0.01%	103
2025 Q4	–	Sell	-262	Closed	-$40.7K	–	743
2025 Q3	$40.7K	Buy	+262	New	+$40.6K	0.01%	109
2020 Q1	–	Sell	-265	Closed	-$32K	–	256
2019 Q4	$32K	Hold	265	–	–	0.01%	158
2019 Q3	$31K	Sell	265 -168	-39%	-$20.4K	0.01%	176
2019 Q2	$54K	Sell	433 -130	-23%	-$15.7K	0.02%	144
2019 Q1	$69K	Buy	+563	New	+$66.6K	0.02%	130
2013 Q3	–	Sell	-1,835	Closed	-$217K	–	83
2013 Q2	$217K	Buy	+1,835	New	+$222K	0.11%	78

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

Marquette Asset Management reduced its Chevron (CVX) stake by 1.1% in Q2 2026, selling an estimated $558 and leaving 267 shares worth $44.3K. The position accounts for 0.01% of the portfolio, ranked #174.

Marquette Asset Management first reported a position in CVX in Q2 2013 and has held it in 8 quarters since. The position peaked at $217K in Q2 2013. 1,702 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Marquette Asset Management held 267 shares of Chevron worth $44.3K as of Q2 2026.
Marquette Asset Management sold 3 Chevron shares in Q2 2026, an estimated $558.
Chevron made up 0.01% of Marquette Asset Management's portfolio in Q2 2026, its #174 holding.
Marquette Asset Management first reported a position in Chevron in Q2 2013 and has held it in 8 quarters since.
Marquette Asset Management's Chevron position peaked at $217K in Q2 2013.
1,702 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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