NFJ Investment Group’s Chevron CVX Stock Holding History

NFJ Investment Group’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	$13.5M	Sell	81,205 -34,254	-30%	-$6.38M	0.46%	65
2026 Q1	$23.9M	Sell	115,459 -17,505	-13%	-$3.19M	0.9%	43
2025 Q4	$20.3M	Sell	132,964 -103,920	-44%	-$15.8M	0.73%	52
2025 Q3	$36.8M	Sell	236,884 -14,046	-6%	-$2.18M	1.26%	20
2025 Q2	$35.9M	Sell	250,930 -3,164	-1%	-$446K	1.25%	19
2025 Q1	$42.5M	Buy	254,094 +5,732	+2%	+$897K	1.43%	13
2024 Q4	$36M	Sell	248,362 -3,338	-1%	-$511K	1.16%	17
2024 Q3	$37.1M	Buy	251,700 +8,685	+4%	+$1.29M	1.08%	21
2024 Q2	$38M	Buy	243,015 +92,806	+62%	+$14.8M	1.17%	18
2024 Q1	$23.7M	Buy	+150,209	New	+$22.7M	0.65%	53
2021 Q2	–	Sell	-7,631	Closed	-$800K	–	384
2021 Q1	$800K	Buy	+7,631	New	+$745K	0.02%	358

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NFJ Investment Group's CVX Position: Q2 2026 in Review

NFJ Investment Group reduced its Chevron (CVX) stake by 30% in Q2 2026, selling an estimated $6.38M and leaving 81,205 shares worth $13.5M. The position accounts for 0.46% of the portfolio, ranked #65.

NFJ Investment Group first reported a position in CVX in Q1 2021 and has held it in 11 quarters since. The position peaked at $42.5M in Q1 2025. 4,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

NFJ Investment Group held 81,205 shares of Chevron worth $13.5M as of Q2 2026.
NFJ Investment Group sold 34,254 Chevron shares in Q2 2026, an estimated $6.38M.
Chevron made up 0.46% of NFJ Investment Group's portfolio in Q2 2026, its #65 holding.
NFJ Investment Group first reported a position in Chevron in Q1 2021 and has held it in 11 quarters since.
NFJ Investment Group's Chevron position peaked at $42.5M in Q1 2025.
4,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on NFJ Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.