Newman Dignan & Sheerar Inc’s Chevron CVX Stock Holding History

Newman Dignan & Sheerar Inc’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	$2.57M	Sell	15,489 -67	-0.4%	-$12.5K	0.49%	49
2026 Q1	$3.22M	Sell	15,556 -181	-1%	-$33K	0.68%	37
2025 Q4	$2.4M	Buy	15,737 +1,812	+13%	+$276K	0.5%	49
2025 Q3	$2.16M	Sell	13,925 -1,073	-7%	-$166K	0.47%	52
2025 Q2	$2.15M	Sell	14,998 -68	-0.5%	-$9.59K	0.49%	51
2025 Q1	$2.52M	Buy	15,066 +57	+0.4%	+$8.92K	0.69%	39
2024 Q4	$2.17M	Sell	15,009 -556	-4%	-$85.1K	0.56%	47
2024 Q3	$2.34M	Buy	15,565 +326	+2%	+$48.5K	0.56%	47
2024 Q2	$2.38M	Buy	15,239 +54	+0.4%	+$8.61K	0.61%	47
2024 Q1	$2.4M	Sell	15,185 -39	-0.3%	-$5.88K	0.64%	43
2023 Q4	$2.27M	Buy	15,224 +17	+0.1%	+$2.57K	0.69%	42
2023 Q3	$2.56M	Sell	15,207 -128	-0.8%	-$20.7K	0.84%	36
2023 Q2	$2.41M	Buy	15,335 +184	+1%	+$29.5K	0.74%	41
2023 Q1	$2.47M	Buy	15,151 +146	+1%	+$24.5K	0.79%	36
2022 Q4	$2.69M	Buy	15,005 +4	+0%	+$698	0.89%	34
2022 Q3	$2.15K	Buy	15,001 +318	+2%	+$48.5K	0.34%	38
2022 Q2	$2.13M	Buy	14,683 +46	+0.3%	+$7.6K	0.73%	41
2022 Q1	$2.38K	Buy	14,637 +427	+3%	+$61.2K	0.46%	40
2021 Q4	$1.67M	Buy	14,210 +1,087	+8%	+$123K	0.51%	55
2021 Q3	$1.33M	Buy	13,123 +11	+0.1%	+$1.1K	0.38%	64
2021 Q2	$1.37M	Buy	13,112 +772	+6%	+$81.5K	0.46%	60
2021 Q1	$1.29M	Sell	12,340 -1,087	-8%	-$106K	0.47%	60
2020 Q4	$1.13K	Buy	13,427 +796	+6%	+$64.4K	0.18%	65
2020 Q3	$909K	Sell	12,631 -254	-2%	-$21.4K	0.38%	66
2020 Q2	$1.11M	Sell	12,885 -110,503	-90%	-$9.89M	0.48%	58
2020 Q1	$1.02M	Buy	123,388 +110,722	+874%	+$10.9M	0.53%	49
2019 Q4	$1.53K	Sell	12,666 -92	-0.7%	-$10.8K	0.16%	45
2019 Q3	$1.51M	Sell	12,758 -75	-0.6%	-$9.11K	0.71%	37
2019 Q2	$1.6K	Sell	12,833 -580	-4%	-$70.1K	0.04%	37
2019 Q1	$1.65M	Buy	13,413 +150	+1%	+$17.7K	0.66%	37
2018 Q4	$1.44K	Buy	13,263 +330	+3%	+$38.2K	0.12%	43
2018 Q3	$1.62M	Sell	12,933 -110	-0.8%	-$13.3K	0.71%	42
2018 Q2	$1.65K	Buy	13,043 +100	+0.8%	+$12.4K	0.11%	35
2018 Q1	$1.55M	Sell	12,943 -349	-3%	-$41.7K	0.78%	38
2017 Q4	$1.66M	Buy	13,292 +175	+1%	+$20.8K	0.83%	35
2017 Q3	$1.54M	Buy	13,117 +100	+0.8%	+$10.9K	0.82%	35
2017 Q2	$1.36M	Buy	13,017 +200	+2%	+$21.2K	0.75%	36
2017 Q1	$1.38K	Buy	12,817 +598	+5%	+$67.1K	0.61%	40
2016 Q4	$1.44M	Sell	12,219 -215	-2%	-$23.4K	0.88%	33
2016 Q3	$1.28M	Sell	12,434 -188	-1%	-$19.2K	0.8%	35
2016 Q2	$1.32M	Buy	12,622 +75	+0.6%	+$7.54K	0.83%	34
2016 Q1	$1.2M	Buy	12,547 +12	+0.1%	+$1.05K	0.87%	34
2015 Q4	$1.13M	Sell	12,535 -50	-0.4%	-$4.51K	0.8%	35
2015 Q3	$993K	Sell	12,585 -1,897	-13%	-$160K	0.64%	36
2015 Q2	$1.4M	Sell	14,482 -644	-4%	-$67.6K	1.01%	29
2015 Q1	$1.59M	Sell	15,126 -1,980	-12%	-$211K	1.13%	24
2014 Q4	$1.92K	Buy	17,106 +543	+3%	+$61.7K	1.15%	22
2014 Q3	$1.98M	Buy	16,563 +34	+0.2%	+$4.34K	1.48%	20
2014 Q2	$2.16K	Sell	16,529 -2,040	-11%	-$254K	1.23%	24
2014 Q1	$2.21M	Buy	18,569 +302	+2%	+$35.1K	1.57%	15
2013 Q4	$2.28K	Buy	18,267 +37	+0.2%	+$4.47K	0.11%	17
2013 Q3	$2.21M	Buy	18,230 +155	+0.9%	+$19.1K	1.72%	13
2013 Q2	$2.14K	Buy	+18,075	New	+$2.18M	0.16%	15

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Newman Dignan & Sheerar Inc's CVX Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its Chevron (CVX) stake by 0.43% in Q2 2026, selling an estimated $12.5K and leaving 15,489 shares worth $2.57M. The position accounts for 0.49% of the portfolio, ranked #49.

Newman Dignan & Sheerar Inc first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.22M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Newman Dignan & Sheerar Inc held 15,489 shares of Chevron worth $2.57M as of Q2 2026.
Newman Dignan & Sheerar Inc sold 67 Chevron shares in Q2 2026, an estimated $12.5K.
Chevron made up 0.49% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #49 holding.
Newman Dignan & Sheerar Inc first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
Newman Dignan & Sheerar Inc's Chevron position peaked at $3.22M in Q1 2026.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.