Mogy Joel R Investment Counsel’s Chevron CVX Stock Holding History

Mogy Joel R Investment Counsel’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	$944K	Hold	5,693	–	–	0.05%	68
2026 Q1	$1.18M	Hold	5,693	–	–	0.07%	58
2025 Q4	$868K	Hold	5,693	–	–	0.05%	68
2025 Q3	$884K	Hold	5,693	–	–	0.05%	66
2025 Q2	$815K	Hold	5,693	–	–	0.05%	67
2025 Q1	$952K	Sell	5,693 -1,650	-22%	-$258K	0.06%	65
2024 Q4	$1.06M	Hold	7,343	–	–	0.06%	67
2024 Q3	$1.08M	Sell	7,343 -100	-1%	-$14.9K	0.07%	66
2024 Q2	$1.16M	Sell	7,443 -200	-3%	-$31.9K	0.07%	63
2024 Q1	$1.21M	Sell	7,643 -150	-2%	-$22.6K	0.08%	63
2023 Q4	$1.16M	Hold	7,793	–	–	0.09%	61
2023 Q3	$1.31M	Hold	7,793	–	–	0.11%	59
2023 Q2	$1.23M	Sell	7,793 -100	-1%	-$16K	0.1%	69
2023 Q1	$1.29M	Hold	7,893	–	–	0.11%	66
2022 Q4	$1.42M	Sell	7,893 -4,375	-36%	-$763K	0.14%	61
2022 Q3	$1.76M	Hold	12,268	–	–	0.18%	53
2022 Q2	$1.78M	Sell	12,268 -50	-0.4%	-$8.27K	0.18%	55
2022 Q1	$2.01M	Hold	12,318	–	–	0.16%	55
2021 Q4	$1.45M	Hold	12,318	–	–	0.1%	69
2021 Q3	$1.25M	Hold	12,318	–	–	0.1%	70
2021 Q2	$1.29M	Hold	12,318	–	–	0.11%	71
2021 Q1	$1.29M	Sell	12,318 -1,050	-8%	-$103K	0.12%	68
2020 Q4	$1.13M	Sell	13,368 -2,444	-15%	-$198K	0.11%	71
2020 Q3	$1.14M	Sell	15,812 -3,900	-20%	-$328K	0.12%	69
2020 Q2	$1.76M	Sell	19,712 -550	-3%	-$49.2K	0.21%	53
2020 Q1	$1.47M	Sell	20,262 -300	-1%	-$29.6K	0.21%	55
2019 Q4	$2.48M	Hold	20,562	–	–	0.3%	53
2019 Q3	$2.44M	Hold	20,562	–	–	0.31%	53
2019 Q2	$2.56M	Sell	20,562 -225	-1%	-$27.2K	0.33%	49
2019 Q1	$2.56M	Sell	20,787 -1,372	-6%	-$162K	0.35%	50
2018 Q4	$2.41M	Sell	22,159 -450	-2%	-$52.1K	0.37%	49
2018 Q3	$2.77M	Sell	22,609 -412	-2%	-$50K	0.37%	48
2018 Q2	$2.91M	Buy	23,021 +216	+0.9%	+$26.8K	0.43%	46
2018 Q1	$2.6M	Hold	22,805	–	–	0.4%	48
2017 Q4	$2.85M	Hold	22,805	–	–	0.45%	46
2017 Q3	$2.68M	Sell	22,805 -1,412	-6%	-$154K	0.45%	50
2017 Q2	$2.53M	Hold	24,217	–	–	0.43%	50
2017 Q1	$2.6M	Sell	24,217 -6,384	-21%	-$716K	0.45%	52
2016 Q4	$3.6M	Hold	30,601	–	–	0.65%	42
2016 Q3	$3.15M	Hold	30,601	–	–	0.58%	46
2016 Q2	$3.21M	Sell	30,601 -506	-2%	-$50.9K	0.59%	44
2016 Q1	$2.97M	Buy	31,107 +27,997	+900%	+$2.45M	0.55%	46
2015 Q4	$2.8K	Sell	3,110 -30,181	-91%	-$2.72M	0.52%	48
2015 Q3	$2.63M	Sell	33,291 -50	-0.1%	-$4.21K	0.52%	48
2015 Q2	$3.22M	Hold	33,341	–	–	0.61%	50
2015 Q1	$3.5M	Sell	33,341 -5,849	-15%	-$624K	0.66%	48
2014 Q4	$4.4M	Sell	39,190 -21	-0.1%	-$2.39K	0.83%	40
2014 Q3	$4.68M	Sell	39,211 -5,062	-11%	-$646K	0.94%	35
2014 Q2	$5.78M	Sell	44,273 -55	-0.1%	-$6.84K	1.16%	30
2014 Q1	$5.27M	Hold	44,328	–	–	1.1%	32
2013 Q4	$5.54M	Hold	44,328	–	–	1.17%	28
2013 Q3	$5.39M	Hold	44,328	–	–	1.23%	26
2013 Q2	$5.25M	Buy	+44,328	New	+$5.36M	1.27%	26

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

Mogy Joel R Investment Counsel's CVX Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its Chevron (CVX) position steady in Q2 2026 at 5,693 shares worth $944K. The position accounts for 0.05% of the portfolio, ranked #68.

Mogy Joel R Investment Counsel first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.78M in Q2 2014. 2,104 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Mogy Joel R Investment Counsel held 5,693 shares of Chevron worth $944K as of Q2 2026.
Mogy Joel R Investment Counsel left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.05% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #68 holding.
Mogy Joel R Investment Counsel first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
Mogy Joel R Investment Counsel's Chevron position peaked at $5.78M in Q2 2014.
2,104 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.