Mesirow Financial Investment Management’s Chevron CVX Stock Holding History

Mesirow Financial Investment 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	$33M	Sell	199,038 -1,437	-0.7%	-$267K	0.52%	45
2026 Q1	$41.5M	Buy	200,475 +1,024	+0.5%	+$187K	0.67%	38
2025 Q4	$30.4M	Sell	199,451 -9,451	-5%	-$1.44M	0.62%	36
2025 Q3	$32.4M	Buy	208,902 +1,613	+0.8%	+$250K	0.58%	41
2025 Q2	$29.7M	Buy	207,289 +3,136	+2%	+$442K	0.58%	42
2025 Q1	$34.2M	Sell	204,153 -785	-0.4%	-$123K	0.66%	32
2024 Q4	$29.7M	Buy	204,938 +1,536	+0.8%	+$235K	0.59%	41
2024 Q3	$30M	Buy	203,402 +1,000	+0.5%	+$149K	0.58%	45
2024 Q2	$31.7M	Buy	202,402 +4,580	+2%	+$730K	0.71%	30
2024 Q1	$31.2M	Buy	197,822 +7,814	+4%	+$1.18M	0.71%	35
2023 Q4	$5.58M	Buy	+190,008	New	+$28.7M	0.2%	91

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 22.94% 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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mesirow Financial Investment Management's CVX Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its Chevron (CVX) stake by 0.72% in Q2 2026, selling an estimated $267K and leaving 199,038 shares worth $33M. The position accounts for 0.52% of the portfolio, ranked #45.

Mesirow Financial Investment Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $41.5M in Q1 2026. 2,333 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Mesirow Financial Investment Management held 199,038 shares of Chevron worth $33M as of Q2 2026.
Mesirow Financial Investment Management sold 1,437 Chevron shares in Q2 2026, an estimated $267K.
Chevron made up 0.52% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #45 holding.
Mesirow Financial Investment Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's Chevron position peaked at $41.5M in Q1 2026.
2,333 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.