Nichols & Pratt Advisers’s Chevron CVX Stock Holding History

Nichols & Pratt Advisers’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	$1.2M	Buy	7,228 +2,710	+60%	+$504K	0.07%	67
2026 Q1	$935K	Hold	4,518	–	–	0.06%	70
2025 Q4	$689K	Buy	4,518 +330	+8%	+$50.3K	0.04%	74
2025 Q3	$650K	Hold	4,188	–	–	0.04%	74
2025 Q2	$600K	Hold	4,188	–	–	0.04%	78
2025 Q1	$701K	Sell	4,188 -350	-8%	-$54.8K	0.05%	72
2024 Q4	$657K	Sell	4,538 -139	-3%	-$21.3K	0.04%	76
2024 Q3	$689K	Sell	4,677 -350	-7%	-$52.1K	0.04%	73
2024 Q2	$786K	Hold	5,027	–	–	0.05%	71
2024 Q1	$793K	Buy	5,027 +14	+0.3%	+$2.11K	0.05%	70
2023 Q4	$748K	Buy	5,013 +700	+16%	+$106K	0.05%	73
2023 Q3	$727K	Hold	4,313	–	–	0.06%	74
2023 Q2	$679K	Buy	4,313 +285	+7%	+$45.7K	0.05%	78
2023 Q1	$657K	Hold	4,028	–	–	0.05%	78
2022 Q4	$723K	Sell	4,028 -6	-0.1%	-$1.05K	0.06%	72
2022 Q3	$579K	Buy	4,034 +259	+7%	+$39.5K	0.05%	73
2022 Q2	$547K	Hold	3,775	–	–	0.04%	77
2022 Q1	$615K	Hold	3,775	–	–	0.04%	79
2021 Q4	$443K	Hold	3,775	–	–	0.03%	81
2021 Q3	$394K	Sell	3,775 -300	-7%	-$29.9K	0.03%	84
2021 Q2	$427K	Hold	4,075	–	–	0.03%	81
2021 Q1	$427K	Buy	4,075 +300	+8%	+$29.3K	0.03%	81
2020 Q4	$319K	Sell	3,775 -136	-3%	-$11K	0.03%	87
2020 Q3	$281K	Sell	3,911 -350	-8%	-$29.4K	0.02%	87
2020 Q2	$381K	Sell	4,261 -1,200	-22%	-$107K	0.03%	81
2020 Q1	$395K	Buy	5,461 +602	+12%	+$59.5K	0.04%	81
2019 Q4	$585K	Sell	4,859 -1,901	-28%	-$224K	0.05%	78
2019 Q3	$802K	Sell	6,760 -500	-7%	-$60.7K	0.07%	75
2019 Q2	$904K	Buy	7,260 +433	+6%	+$52.4K	0.07%	75
2019 Q1	$841K	Buy	6,827 +101	+2%	+$11.9K	0.07%	74
2018 Q4	$731K	Hold	6,726	–	–	0.07%	74
2018 Q3	$822K	Hold	6,726	–	–	0.07%	74
2018 Q2	$851K	Sell	6,726 -1,000	-13%	-$124K	0.08%	72
2018 Q1	$881K	Hold	7,726	–	–	0.08%	71
2017 Q4	$967K	Sell	7,726 -27	-0.3%	-$3.2K	0.08%	68
2017 Q3	$911K	Hold	7,753	–	–	0.08%	69
2017 Q2	$809K	Sell	7,753 -900	-10%	-$95.3K	0.07%	70
2017 Q1	$929K	Hold	8,653	–	–	0.09%	66
2016 Q4	$1.02M	Hold	8,653	–	–	0.1%	63
2016 Q3	$891K	Hold	8,653	–	–	0.08%	65
2016 Q2	$907K	Sell	8,653 -272	-3%	-$27.4K	0.08%	71
2016 Q1	$852K	Sell	8,925 -703	-7%	-$61.5K	0.08%	74
2015 Q4	$866K	Sell	9,628 -2,035	-17%	-$184K	0.08%	76
2015 Q3	$920K	Sell	11,663 -2,591	-18%	-$218K	0.09%	74
2015 Q2	$1.38M	Buy	14,254 +200	+1%	+$21K	0.13%	65
2015 Q1	$1.48M	Hold	14,054	–	–	0.13%	65
2014 Q4	$1.58M	Sell	14,054 -1,561	-10%	-$177K	0.14%	66
2014 Q3	$1.86M	Buy	15,615 +48	+0.3%	+$6.13K	0.17%	61
2014 Q2	$2.03M	Buy	15,567 +1,992	+15%	+$248K	0.18%	61
2014 Q1	$1.61M	Buy	13,575 +675	+5%	+$78.5K	0.15%	62
2013 Q4	$1.61M	Hold	12,900	–	–	0.15%	57
2013 Q3	$1.57M	Sell	12,900 -575	-4%	-$70.7K	0.16%	56
2013 Q2	$1.59M	Buy	+13,475	New	+$1.63M	0.17%	57

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Nichols & Pratt Advisers's CVX Position: Q2 2026 in Review

Nichols & Pratt Advisers increased its Chevron (CVX) stake by 60% in Q2 2026, buying an estimated $504K and bringing the position to 7,228 shares worth $1.2M. The position accounts for 0.07% of the portfolio, ranked #67.

Nichols & Pratt Advisers first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.03M in Q2 2014. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Nichols & Pratt Advisers held 7,228 shares of Chevron worth $1.2M as of Q2 2026.
Nichols & Pratt Advisers bought 2,710 Chevron shares in Q2 2026, an estimated $504K.
Chevron made up 0.07% of Nichols & Pratt Advisers's portfolio in Q2 2026, its #67 holding.
Nichols & Pratt Advisers first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
Nichols & Pratt Advisers's Chevron position peaked at $2.03M in Q2 2014.
2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Nichols & Pratt Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.