Morgan Dempsey Capital Management’s Chevron CVX Stock Holding History

Morgan Dempsey Capital 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	–	Sell	-100	Closed	-$20.7K	–	126
2026 Q1	$20.7K	Hold	100	–	–	0.01%	100
2025 Q4	$15.2K	Hold	100	–	–	0.01%	107
2025 Q3	$15.5K	Hold	100	–	–	0.01%	113
2025 Q2	$14.3K	Hold	100	–	–	0.01%	113
2025 Q1	$16.7K	Hold	100	–	–	0.01%	90
2024 Q4	$14.5K	Hold	100	–	–	0.01%	87
2024 Q3	$14.7K	Hold	100	–	–	0.01%	84
2024 Q2	$15.6K	Hold	100	–	–	0.01%	72
2024 Q1	$15.8K	Hold	100	–	–	0.01%	70
2023 Q4	$14.9K	Hold	100	–	–	﹤0.01%	71
2023 Q3	$16.9K	Hold	100	–	–	0.01%	68
2023 Q2	$15.7K	Hold	100	–	–	﹤0.01%	74
2023 Q1	$16.3K	Hold	100	–	–	﹤0.01%	75
2022 Q4	$17.9K	Hold	100	–	–	0.01%	79
2022 Q3	$14K	Sell	100 -200	-67%	-$30.5K	﹤0.01%	80
2022 Q2	$43K	Buy	300 +200	+200%	+$33.1K	0.01%	66
2022 Q1	$16K	Hold	100	–	–	﹤0.01%	73
2021 Q4	$12K	Hold	100	–	–	﹤0.01%	80
2021 Q3	$10K	Buy	+100	New	+$9.97K	﹤0.01%	83

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

Morgan Dempsey Capital Management's CVX Position: Q2 2026 in Review

Morgan Dempsey Capital Management increased its Chevron (CVX) stake by 2.9% in Q2 2026, buying an estimated $205K and bringing the position to 38,597 shares worth $6.4M. The position accounts for 2.74% of the portfolio, ranked #14.

Morgan Dempsey Capital Management first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.3M in Q4 2022. 2,382 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Morgan Dempsey Capital Management held 38,597 shares of Chevron worth $6.4M as of Q2 2026.
Morgan Dempsey Capital Management bought 1,102 Chevron shares in Q2 2026, an estimated $205K.
Chevron made up 2.74% of Morgan Dempsey Capital Management's portfolio in Q2 2026, its #14 holding.
Morgan Dempsey Capital Management first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
Morgan Dempsey Capital Management's Chevron position peaked at $12.3M in Q4 2022.
2,382 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Morgan Dempsey Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.