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SACKS & ASSOCIATES, LLC’s Chevron CVX Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$828K Sell
4,205
-606
-13% -$113K 0.56% 42
2026
Q1 		$995K Sell
4,811
-90
-2% -$16.4K 0.74% 34
2025
Q4 		$747K Buy
+4,901
New +$746K 0.55% 44

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
HighTower Advisors
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

SACKS & ASSOCIATES, LLC's CVX Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC reduced its Chevron (CVX) stake by 13% in Q2 2026, selling an estimated $113K and leaving 4,205 shares worth $828K. The position accounts for 0.56% of the portfolio, ranked #42.

SACKS & ASSOCIATES, LLC first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $995K in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 4,205 shares of Chevron worth $828K as of Q2 2026.
  • SACKS & ASSOCIATES, LLC sold 606 Chevron shares in Q2 2026, an estimated $113K.
  • Chevron made up 0.56% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #42 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • SACKS & ASSOCIATES, LLC's Chevron position peaked at $995K in Q1 2026.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.