Moisand Fitzgerald Tamayo’s Chevron CVX Stock Holding History

Moisand Fitzgerald Tamayo’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	$167K	Hold	1,007	–	–	0.02%	131
2026 Q1	$208K	Hold	1,007	–	–	0.02%	116
2025 Q4	$153K	Sell	1,007 -28	-3%	-$4.26K	0.02%	128
2025 Q3	$161K	Hold	1,035	–	–	0.02%	126
2025 Q2	$148K	Hold	1,035	–	–	0.02%	130
2025 Q1	$173K	Sell	1,035 -269	-21%	-$42.1K	0.02%	124
2024 Q4	$189K	Hold	1,304	–	–	0.03%	115
2024 Q3	$192K	Buy	1,304 +404	+45%	+$60.1K	0.03%	114
2024 Q2	$141K	Hold	900	–	–	0.02%	121
2024 Q1	$142K	Sell	900 -22	-2%	-$3.32K	0.02%	120
2023 Q4	$138K	Hold	922	–	–	0.02%	117
2023 Q3	$155K	Buy	922 +291	+46%	+$47K	0.03%	110
2023 Q2	$99.3K	Sell	631 -117	-16%	-$18.8K	0.02%	126
2023 Q1	$122K	Buy	748 +117	+19%	+$19.6K	0.03%	117
2022 Q4	$113K	Buy	631 +21	+3%	+$3.67K	0.03%	118
2022 Q3	$88K	Buy	610 +82	+16%	+$12.5K	0.02%	121
2022 Q2	$76K	Buy	528 +423	+403%	+$69.9K	0.02%	135
2022 Q1	$17K	Sell	105 -298	-74%	-$42.7K	0.01%	147
2021 Q4	$47K	Sell	403 -18	-4%	-$2.04K	0.01%	154
2021 Q3	$43K	Sell	421 -105	-20%	-$10.5K	0.01%	159
2021 Q2	$55K	Buy	526 +4	+0.8%	+$422	0.02%	143
2021 Q1	$55K	Sell	522 -270	-34%	-$26.4K	0.02%	124
2020 Q4	$67K	Buy	792 +20	+3%	+$1.62K	0.03%	115
2020 Q3	$56K	Buy	772 +596	+339%	+$50.1K	0.03%	115
2020 Q2	$16K	Sell	176 -23	-12%	-$2.06K	0.01%	162
2020 Q1	$14K	Sell	199 -2,000	-91%	-$198K	0.01%	166
2019 Q4	$265K	Hold	2,199	–	–	0.14%	68
2019 Q3	$261K	Sell	2,199 -23	-1%	-$2.79K	0.14%	67
2019 Q2	$277K	Hold	2,222	–	–	0.15%	63
2019 Q1	$274K	Hold	2,222	–	–	0.15%	64
2018 Q4	$242K	Hold	2,222	–	–	0.15%	64
2018 Q3	$272K	Hold	2,222	–	–	0.15%	64
2018 Q2	$281K	Hold	2,222	–	–	0.16%	62
2018 Q1	$253K	Hold	2,222	–	–	0.15%	66
2017 Q4	$278K	Hold	2,222	–	–	0.16%	53
2017 Q3	$261K	Buy	2,222 +46	+2%	+$5.02K	0.16%	59
2017 Q2	$227K	Hold	2,176	–	–	0.15%	58
2017 Q1	$234K	Hold	2,176	–	–	0.16%	58
2016 Q4	$256K	Sell	2,176 -200	-8%	-$21.8K	0.19%	55
2016 Q3	$245K	Buy	+2,376	New	+$243K	0.19%	53
2016 Q2	–	Sell	-300	Closed	-$29K	–	81
2016 Q1	$29K	Hold	300	–	–	0.02%	116
2015 Q4	$27K	Buy	+300	New	+$27.1K	0.02%	113

Other funds holding CVX

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Moisand Fitzgerald Tamayo's CVX Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Chevron (CVX) position steady in Q2 2026 at 1,007 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #131.

Moisand Fitzgerald Tamayo first reported a position in CVX in Q4 2015 and has held it in 42 quarters since. The position peaked at $281K in Q2 2018. 1,022 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Moisand Fitzgerald Tamayo held 1,007 shares of Chevron worth $167K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.02% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #131 holding.
Moisand Fitzgerald Tamayo first reported a position in Chevron in Q4 2015 and has held it in 42 quarters since.
Moisand Fitzgerald Tamayo's Chevron position peaked at $281K in Q2 2018.
1,022 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.