Pekin Hardy Strauss’s Chevron CVX Stock Holding History

Pekin Hardy Strauss’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	$4.47M	Sell	26,975 -401	-1%	-$74.6K	0.39%	63
2026 Q1	$5.66M	Buy	27,376 +1,153	+4%	+$210K	0.59%	47
2025 Q4	$4M	Sell	26,223 -662	-2%	-$101K	0.37%	63
2025 Q3	$4.17M	Sell	26,885 -1,878	-7%	-$291K	0.42%	64
2025 Q2	$4.12M	Sell	28,763 -198	-0.7%	-$27.9K	0.47%	56
2025 Q1	$4.84M	Sell	28,961 -9,600	-25%	-$1.5M	0.59%	49
2024 Q4	$5.59M	Buy	38,561 +2,700	+8%	+$413K	0.71%	42
2024 Q3	$5.28M	Buy	35,861 +4,083	+13%	+$608K	0.67%	40
2024 Q2	$4.97M	Sell	31,778 -800	-2%	-$128K	0.68%	42
2024 Q1	$5.14M	Sell	32,578 -3,833	-11%	-$578K	0.7%	42
2023 Q4	$5.43M	Buy	36,411 +2,842	+8%	+$430K	0.76%	38
2023 Q3	$5.66M	Sell	33,569 -44	-0.1%	-$7.11K	0.89%	28
2023 Q2	$5.29M	Buy	33,613 +103	+0.3%	+$16.5K	0.58%	35
2023 Q1	$5.47M	Buy	33,510 +146	+0.4%	+$24.5K	0.73%	34
2022 Q4	$5.99M	Sell	33,364 -510	-2%	-$89K	0.82%	30
2022 Q3	$4.87M	Buy	33,874 +567	+2%	+$86.5K	0.78%	37
2022 Q2	$4.82M	Sell	33,307 -1,048	-3%	-$173K	0.68%	40
2022 Q1	$5.59M	Sell	34,355 -357	-1%	-$51.2K	0.7%	33
2021 Q4	$4.07M	Buy	34,712 +11	+0%	+$1.25K	0.55%	49
2021 Q3	$3.52M	Sell	34,701 -1,676	-5%	-$167K	0.5%	53
2021 Q2	$3.81M	Buy	36,377 +1,848	+5%	+$195K	0.53%	52
2021 Q1	$3.62M	Sell	34,529 -311	-0.9%	-$30.4K	0.57%	45
2020 Q4	$2.94M	Buy	34,840 +11,738	+51%	+$950K	0.51%	48
2020 Q3	$1.66M	Buy	23,102 +5,305	+30%	+$446K	0.34%	72
2020 Q2	$1.59M	Buy	17,797 +2,922	+20%	+$262K	0.35%	66
2020 Q1	$1.08M	Sell	14,875 -2,380	-14%	-$235K	0.24%	88
2019 Q4	$2.08M	Sell	17,255 -195	-1%	-$23K	0.34%	68
2019 Q3	$2.07M	Sell	17,450 -981	-5%	-$119K	0.4%	62
2019 Q2	$2.29M	Sell	18,431 -1,138	-6%	-$138K	0.45%	55
2019 Q1	$2.41M	Sell	19,569 -95	-0.5%	-$11.2K	0.19%	54
2018 Q4	$2.14M	Buy	19,664 +3,917	+25%	+$454K	0.37%	57
2018 Q3	$1.93M	Buy	15,747 +275	+2%	+$33.4K	0.33%	64
2018 Q2	$1.96M	Sell	15,472 -235	-1%	-$29.2K	0.37%	62
2018 Q1	$1.79M	Sell	15,707 -791	-5%	-$94.6K	0.33%	69
2017 Q4	$2.06M	Sell	16,498 -674	-4%	-$79.9K	0.38%	58
2017 Q3	$2.02M	Buy	17,172 +108	+0.6%	+$11.8K	0.38%	59
2017 Q2	$1.78M	Buy	17,064 +411	+2%	+$43.5K	0.28%	63
2017 Q1	$1.79M	Buy	16,653 +8	+0%	+$897	0.35%	56
2016 Q4	$1.96M	Sell	16,645 -942	-5%	-$103K	0.17%	50
2016 Q3	$1.81M	Sell	17,587 -141	-0.8%	-$14.4K	0.31%	51
2016 Q2	$1.86M	Sell	17,728 -301	-2%	-$30.3K	0.41%	48
2016 Q1	$1.72M	Sell	18,029 -1,526	-8%	-$133K	0.4%	54
2015 Q4	$1.76M	Sell	19,555 -347	-2%	-$31.3K	0.4%	56
2015 Q3	$1.57M	Sell	19,902 -117	-0.6%	-$9.85K	0.36%	52
2015 Q2	$1.93M	Buy	20,019 +73	+0.4%	+$7.67K	0.37%	48
2015 Q1	$2.09M	Sell	19,946 -1,234	-6%	-$132K	0.39%	42
2014 Q4	$2.38M	Buy	21,180 +5,390	+34%	+$612K	0.35%	59
2014 Q3	$1.88M	Hold	15,790	–	–	0.32%	46
2014 Q2	$2.06M	Sell	15,790 -100	-0.6%	-$12.4K	0.32%	45
2014 Q1	$1.89M	Sell	15,890 -310	-2%	-$36.1K	0.31%	45
2013 Q4	$2.02M	Hold	16,200	–	–	0.31%	42
2013 Q3	$1.97M	Sell	16,200 -500	-3%	-$61.5K	0.31%	41
2013 Q2	$1.98M	Buy	+16,700	New	+$2.02M	0.34%	38

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Pekin Hardy Strauss's CVX Position: Q2 2026 in Review

Pekin Hardy Strauss reduced its Chevron (CVX) stake by 1.5% in Q2 2026, selling an estimated $74.6K and leaving 26,975 shares worth $4.47M. The position accounts for 0.39% of the portfolio, ranked #63.

Pekin Hardy Strauss first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.99M in Q4 2022. 2,445 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Pekin Hardy Strauss held 26,975 shares of Chevron worth $4.47M as of Q2 2026.
Pekin Hardy Strauss sold 401 Chevron shares in Q2 2026, an estimated $74.6K.
Chevron made up 0.39% of Pekin Hardy Strauss's portfolio in Q2 2026, its #63 holding.
Pekin Hardy Strauss first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
Pekin Hardy Strauss's Chevron position peaked at $5.99M in Q4 2022.
2,445 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.