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Neville Rodie & Shaw’s Chevron CVX Stock Holding History

Neville Rodie & Shaw’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 		$9.12M Sell
55,035
-305
-0.6% -$56.8K 0.59% 43
2026
Q1 		$11.4M Sell
55,340
-1,723
-3% -$314K 0.83% 32
2025
Q4 		$8.7M Sell
57,063
-4,257
-7% -$648K 0.61% 40
2025
Q3 		$9.52M Buy
61,320
+1,400
+2% +$217K 0.69% 40
2025
Q2 		$8.58M Sell
59,920
-1,225
-2% -$173K 0.64% 42
2025
Q1 		$10.2M Sell
61,145
-1,259
-2% -$197K 0.8% 37
2024
Q4 		$9.04M Buy
62,404
+1,767
+3% +$270K 0.66% 39
2024
Q3 		$8.93M Sell
60,637
-1,860
-3% -$277K 0.66% 41
2024
Q2 		$9.78M Sell
62,497
-110
-0.2% -$17.5K 0.74% 39
2024
Q1 		$9.88M Buy
62,607
+1,205
+2% +$182K 0.75% 37
2023
Q4 		$9.16M Sell
61,402
-3,863
-6% -$584K 0.75% 35
2023
Q3 		$11M Sell
65,265
-404
-0.6% -$65.3K 0.98% 28
2023
Q2 		$10.3M Sell
65,669
-375
-0.6% -$60.1K 0.89% 31
2023
Q1 		$10.8M Hold
66,044
– – 0.98% 29
2022
Q4 		$11.9M Sell
66,044
-25
-0% -$4.36K 1.11% 28
2022
Q3 		$9.49M Sell
66,069
-75
-0.1% -$11.4K 0.93% 34
2022
Q2 		$9.58M Buy
66,144
+170
+0.3% +$28.1K 0.86% 38
2022
Q1 		$10.8M Buy
65,974
+2,403
+4% +$345K 0.81% 37
2021
Q4 		$7.46M Buy
63,571
+1,028
+2% +$117K 0.53% 50
2021
Q3 		$6.34M Sell
62,543
-9,144
-13% -$912K 0.49% 52
2021
Q2 		$7.51M Buy
71,687
+225
+0.3% +$23.8K 0.58% 48
2021
Q1 		$7.49M Buy
71,462
+2,481
+4% +$242K 0.62% 46
2020
Q4 		$5.83M Sell
68,981
-7,553
-10% -$612K 0.5% 53
2020
Q3 		$5.51M Sell
76,534
-1,695
-2% -$143K 0.52% 51
2020
Q2 		$6.98M Sell
78,229
-5,879
-7% -$526K 0.72% 45
2020
Q1 		$6.09M Buy
84,108
+2,802
+3% +$277K 0.74% 46
2019
Q4 		$9.8M Sell
81,306
-1,743
-2% -$205K 0.96% 32
2019
Q3 		$9.85M Sell
83,049
-1,788
-2% -$217K 1.04% 28
2019
Q2 		$10.6M Sell
84,837
-2,835
-3% -$343K 1.12% 25
2019
Q1 		$10.8M Sell
87,672
-2,098
-2% -$248K 1.14% 24
2018
Q4 		$9.77M Sell
89,770
-850
-0.9% -$98.5K 1.19% 23
2018
Q3 		$11.1M Sell
90,620
-30
-0% -$3.64K 1.09% 26
2018
Q2 		$11.5M Buy
90,650
+4,395
+5% +$546K 1.21% 20
2018
Q1 		$9.84M Sell
86,255
-300
-0.3% -$35.9K 1.08% 29
2017
Q4 		$10.8M Sell
86,555
-825
-0.9% -$97.8K 1.14% 28
2017
Q3 		$10.3M Sell
87,380
-222
-0.3% -$24.2K 1.14% 27
2017
Q2 		$9.14M Sell
87,602
-1,700
-2% -$180K 1.04% 31
2017
Q1 		$9.59M Sell
89,302
-734
-0.8% -$82.3K 1.1% 28
2016
Q4 		$10.6M Sell
90,036
-350
-0.4% -$38.1K 1.25% 22
2016
Q3 		$9.3M Sell
90,386
-600
-0.7% -$61.3K 1.09% 25
2016
Q2 		$9.54M Sell
90,986
-524
-0.6% -$52.7K 1.14% 24
2016
Q1 		$8.73M Buy
91,510
+860
+0.9% +$75.2K 1.06% 28
2015
Q4 		$8.15M Sell
90,650
-12,033
-12% -$1.09M 0.98% 30
2015
Q3 		$8.1M Sell
102,683
-1,826
-2% -$154K 0.99% 26
2015
Q2 		$10.1M Sell
104,509
-2,163
-2% -$227K 1.1% 25
2015
Q1 		$11.2M Sell
106,672
-1,732
-2% -$185K 1.16% 21
2014
Q4 		$12.2M Buy
108,404
+6,956
+7% +$790K 1.23% 20
2014
Q3 		$12.1M Buy
101,448
+4,658
+5% +$594K 1.19% 21
2014
Q2 		$12.6M Buy
96,790
+1,254
+1% +$156K 1.27% 20
2014
Q1 		$11.4M Sell
95,536
-1,472
-2% -$171K 1.23% 22
2013
Q4 		$12.1M Sell
97,008
-839
-0.9% -$101K 1.31% 20
2013
Q3 		$11.9M Buy
97,847
+910
+0.9% +$112K 1.38% 20
2013
Q2 		$11.5M Buy
+96,937
New +$11.7M 1.39% 19

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Neville Rodie & Shaw's CVX Position: Q2 2026 in Review

Neville Rodie & Shaw reduced its Chevron (CVX) stake by 0.55% in Q2 2026, selling an estimated $56.8K and leaving 55,035 shares worth $9.12M. The position accounts for 0.59% of the portfolio, ranked #43.

Neville Rodie & Shaw first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.6M in Q2 2014. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Neville Rodie & Shaw held 55,035 shares of Chevron worth $9.12M as of Q2 2026.
  • Neville Rodie & Shaw sold 305 Chevron shares in Q2 2026, an estimated $56.8K.
  • Chevron made up 0.59% of Neville Rodie & Shaw's portfolio in Q2 2026, its #43 holding.
  • Neville Rodie & Shaw first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Neville Rodie & Shaw's Chevron position peaked at $12.6M in Q2 2014.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.