Pine Haven Investment Counsel’s Chevron CVX Stock Holding History

Pine Haven Investment Counsel’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	–	Sell	-1,168	Closed	-$242K	–	117
2026 Q1	$242K	Buy	+1,168	New	+$213K	0.18%	102
2025 Q4	–	Sell	-1,293	Closed	-$201K	–	117
2025 Q3	$201K	Buy	+1,293	New	+$200K	0.15%	116
2025 Q2	–	Sell	-1,275	Closed	-$213K	–	114
2025 Q1	$213K	Buy	+1,275	New	+$200K	0.18%	106
2023 Q4	–	Sell	-1,250	Closed	-$211K	–	105
2023 Q3	$211K	Buy	+1,250	New	+$202K	0.22%	92
2023 Q2	–	Sell	-1,300	Closed	-$212K	–	99
2023 Q1	$212K	Sell	1,300 -30	-2%	-$5.03K	0.22%	98
2022 Q4	$239K	Sell	1,330 -120	-8%	-$20.9K	0.26%	89
2022 Q3	$208K	Sell	1,450 -50	-3%	-$7.63K	0.25%	94
2022 Q2	$217K	Hold	1,500	–	–	0.25%	94
2022 Q1	$244K	Sell	1,500 -367	-20%	-$52.6K	0.24%	96
2021 Q4	$219K	Buy	+1,867	New	+$212K	0.2%	101

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

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

Pine Haven Investment Counsel's CVX Position: Q2 2026 in Review

Pine Haven Investment Counsel sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,168 shares — an estimated $242K sold.

Pine Haven Investment Counsel first reported a position in CVX in Q4 2021 and held it in 10 quarters. The position peaked at $244K in Q1 2022. 1,542 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Pine Haven Investment Counsel reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Pine Haven Investment Counsel sold 1,168 Chevron shares in Q2 2026, an estimated $242K.
Pine Haven Investment Counsel first reported a position in Chevron in Q4 2021 and held it in 10 quarters.
Pine Haven Investment Counsel's Chevron position peaked at $244K in Q1 2022.
1,542 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.