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Patriot Investment Management Group’s Chevron CVX Stock Holding History

Patriot Investment Management 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 		$268K Sell
1,618
-100
-6% -$18.6K 0.02% 214
2026
Q1 		$355K Sell
1,718
-182
-10% -$33.2K 0.02% 187
2025
Q4 		$290K Sell
1,900
-173
-8% -$26.3K 0.02% 207
2025
Q3 		$322K Hold
2,073
– – 0.02% 195
2025
Q2 		$297K Sell
2,073
-1
-0% -$141 0.02% 203
2025
Q1 		$347K Sell
2,074
-120
-5% -$18.8K 0.03% 183
2024
Q4 		$318K Buy
2,194
+157
+8% +$24K 0.02% 191
2024
Q3 		$300K Hold
2,037
– – 0.02% 203
2024
Q2 		$319K Sell
2,037
-21
-1% -$3.35K 0.02% 198
2024
Q1 		$325K Buy
2,058
+51
+3% +$7.7K 0.03% 201
2023
Q4 		$299K Hold
2,007
– – 0.03% 200
2023
Q3 		$338K Hold
2,007
– – 0.03% 188
2023
Q2 		$316K Hold
2,007
– – 0.03% 199
2023
Q1 		$327K Hold
2,007
– – 0.03% 197
2022
Q4 		$360K Buy
2,007
+1
+0% +$175 0.03% 189
2022
Q3 		$288K Hold
2,006
– – 0.03% 201
2022
Q2 		$290K Sell
2,006
-98
-5% -$16.2K 0.03% 201
2022
Q1 		$342K Buy
+2,104
New +$302K 0.03% 207
2020
Q3 		– Sell
-677
Closed -$60.4K – 284
2020
Q2 		$60.4K Buy
+677
New +$60.6K 0.01% 311

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Patriot Investment Management Group's CVX Position: Q2 2026 in Review

Patriot Investment Management Group reduced its Chevron (CVX) stake by 5.8% in Q2 2026, selling an estimated $18.6K and leaving 1,618 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #214.

Patriot Investment Management Group first reported a position in CVX in Q2 2020 and has held it in 19 quarters since. The position peaked at $360K in Q4 2022. 1,473 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Patriot Investment Management Group held 1,618 shares of Chevron worth $268K as of Q2 2026.
  • Patriot Investment Management Group sold 100 Chevron shares in Q2 2026, an estimated $18.6K.
  • Chevron made up 0.02% of Patriot Investment Management Group's portfolio in Q2 2026, its #214 holding.
  • Patriot Investment Management Group first reported a position in Chevron in Q2 2020 and has held it in 19 quarters since.
  • Patriot Investment Management Group's Chevron position peaked at $360K in Q4 2022.
  • 1,473 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.