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Oliver Luxxe Assets’s Chevron CVX Stock Holding History

Oliver Luxxe Assets’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 		$5.74M Sell
34,623
-397
-1% -$73.9K 0.84% 46
2026
Q1 		$7.25M Sell
35,020
-2,092
-6% -$381K 1.08% 26
2025
Q4 		$5.66M Sell
37,112
-469
-1% -$71.4K 0.86% 42
2025
Q3 		$5.84M Buy
37,581
+2,332
+7% +$361K 0.92% 42
2025
Q2 		$5.05M Buy
35,249
+1,563
+5% +$220K 0.9% 45
2025
Q1 		$5.64M Sell
33,686
-34,124
-50% -$5.34M 1.05% 31
2024
Q4 		$9.9M Buy
67,810
+33,936
+100% +$5.19M 0.88% 39
2024
Q3 		$4.99M Buy
33,874
+45
+0.1% +$6.7K 0.89% 42
2024
Q2 		$5.29M Sell
33,829
-117
-0.3% -$18.7K 1.12% 25
2024
Q1 		$5.35M Sell
33,946
-149
-0.4% -$22.5K 1.12% 26
2023
Q4 		$5.09M Buy
34,095
+588
+2% +$88.9K 1.2% 23
2023
Q3 		$5.65M Buy
33,507
+279
+0.8% +$45.1K 1.45% 14
2023
Q2 		$5.23M Sell
33,228
-212
-0.6% -$34K 1.3% 23
2023
Q1 		$5.46M Sell
33,440
-5,572
-14% -$934K 1.44% 14
2022
Q4 		$7M Sell
39,012
-4
-0% -$698 1.95% 4
2022
Q3 		$5.61M Sell
39,016
-73
-0.2% -$11.1K 1.75% 6
2022
Q2 		$5.66M Sell
39,089
-1,111
-3% -$184K 1.67% 6
2022
Q1 		$6.55M Sell
40,200
-4,475
-10% -$642K 1.66% 6
2021
Q4 		$5.24M Sell
44,675
-1,340
-3% -$152K 1.33% 14
2021
Q3 		$4.67M Buy
46,015
+2,826
+7% +$282K 1.29% 15
2021
Q2 		$4.52M Sell
43,189
-662
-2% -$69.9K 1.24% 14
2021
Q1 		$4.59M Buy
43,851
+13,921
+47% +$1.36M 1.38% 11
2020
Q4 		$2.74M Sell
29,930
-2,230
-7% -$181K 0.86% 41
2020
Q3 		$2.32M Buy
32,160
+1,599
+5% +$134K 0.86% 41
2020
Q2 		$2.73M Buy
30,561
+1,244
+4% +$111K 1.43% 25
2020
Q1 		$2.52M Buy
29,317
+149
+0.5% +$14.7K 1.58% 22
2019
Q4 		$3.52M Buy
29,168
+1,528
+6% +$180K 1.84% 14
2019
Q3 		$3.13M Sell
27,640
-530
-2% -$64.4K 1.82% 17
2019
Q2 		$3.48M Sell
28,170
-75
-0.3% -$9.07K 1.93% 10
2019
Q1 		$3.48M Sell
28,245
-1,063
-4% -$126K 2.01% 7
2018
Q4 		$3.19M Buy
29,308
+351
+1% +$40.7K 2.15% 10
2018
Q3 		$3.63M Sell
28,957
-3,424
-11% -$415K 2.06% 11
2018
Q2 		$3.69M Hold
32,381
– – 2.35% 9
2018
Q1 		$3.69M Sell
32,381
-1,074
-3% -$128K 2.28% 9
2017
Q4 		$4.19M Buy
33,455
+638
+2% +$75.7K 2.54% 11
2017
Q3 		$3.86M Buy
32,817
+72
+0.2% +$7.86K 2.43% 11
2017
Q2 		$3.42M Buy
32,745
+868
+3% +$92K 2.22% 14
2017
Q1 		$3.42M Buy
31,877
+1,180
+4% +$132K 2.28% 13
2016
Q4 		$3.61M Buy
30,697
+1,337
+5% +$146K 2.5% 9
2016
Q3 		$3.02M Buy
29,360
+1,048
+4% +$107K 2.37% 11
2016
Q2 		$2.97M Sell
28,312
-1,528
-5% -$154K 2.52% 12
2016
Q1 		$2.85M Buy
29,840
+281
+1% +$24.6K 2.92% 7
2015
Q4 		$2.52M Buy
+29,559
New +$2.67M 2.25% 9

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 22.96% 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

Oliver Luxxe Assets's CVX Position: Q2 2026 in Review

Oliver Luxxe Assets reduced its Chevron (CVX) stake by 1.1% in Q2 2026, selling an estimated $73.9K and leaving 34,623 shares worth $5.74M. The position accounts for 0.84% of the portfolio, ranked #46.

Oliver Luxxe Assets first reported a position in CVX in Q4 2015 and has held it in 43 quarters since. The position peaked at $9.9M in Q4 2024. 2,445 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Oliver Luxxe Assets held 34,623 shares of Chevron worth $5.74M as of Q2 2026.
  • Oliver Luxxe Assets sold 397 Chevron shares in Q2 2026, an estimated $73.9K.
  • Chevron made up 0.84% of Oliver Luxxe Assets's portfolio in Q2 2026, its #46 holding.
  • Oliver Luxxe Assets first reported a position in Chevron in Q4 2015 and has held it in 43 quarters since.
  • Oliver Luxxe Assets's Chevron position peaked at $9.9M in Q4 2024.
  • 2,445 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.