Peirce Capital Management’s Chevron CVX Stock Holding History

Peirce Capital Management’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	$351K	Buy	2,115 +8	+0.4%	+$1.49K	0.13%	38
2026 Q1	$436K	Sell	2,107 -591	-22%	-$108K	0.17%	37
2025 Q4	$411K	Buy	2,698 +200	+8%	+$30.5K	0.16%	35
2025 Q3	$388K	Sell	2,498 -633	-20%	-$98K	0.16%	31
2025 Q2	$448K	Hold	3,131	–	–	0.2%	34
2025 Q1	$524K	Hold	3,131	–	–	0.26%	20
2024 Q4	$453K	Sell	3,131 -521	-14%	-$79.7K	0.23%	23
2024 Q3	$538K	Hold	3,652	–	–	0.27%	20
2024 Q2	$571K	Hold	3,652	–	–	0.3%	20
2024 Q1	$576K	Hold	3,652	–	–	0.32%	22
2023 Q4	$545K	Buy	+3,652	New	+$552K	0.33%	22

Other funds holding CVX

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Peirce Capital Management's CVX Position: Q2 2026 in Review

Peirce Capital Management increased its Chevron (CVX) stake by 0.38% in Q2 2026, buying an estimated $1.49K and bringing the position to 2,115 shares worth $351K. The position accounts for 0.13% of the portfolio, ranked #38.

Peirce Capital Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $576K in Q1 2024. 2,166 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Peirce Capital Management held 2,115 shares of Chevron worth $351K as of Q2 2026.
Peirce Capital Management bought 8 Chevron shares in Q2 2026, an estimated $1.49K.
Chevron made up 0.13% of Peirce Capital Management's portfolio in Q2 2026, its #38 holding.
Peirce Capital Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Peirce Capital Management's Chevron position peaked at $576K in Q1 2024.
2,166 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Peirce Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.