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Pine Valley Investments’s Chevron CVX Stock Holding History

Pine Valley Investments’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 		$8.57M Buy
51,691
+2,288
+5% +$426K 0.34% 73
2026
Q1 		$10.2M Sell
49,403
-1,852
-4% -$338K 0.47% 52
2025
Q4 		$7.81M Buy
51,255
+1,183
+2% +$180K 0.36% 68
2025
Q3 		$7.78M Buy
50,072
+1,251
+3% +$194K 0.38% 67
2025
Q2 		$6.99M Sell
48,821
-2,653
-5% -$374K 0.39% 69
2025
Q1 		$8.61M Sell
51,474
-3,974
-7% -$622K 0.52% 47
2024
Q4 		$8.03M Buy
55,448
+7,221
+15% +$1.11M 0.48% 49
2024
Q3 		$7.1M Buy
48,227
+3,808
+9% +$567K 0.43% 53
2024
Q2 		$6.95M Buy
44,419
+2,203
+5% +$351K 0.46% 48
2024
Q1 		$6.66M Sell
42,216
-1,529
-3% -$231K 0.45% 50
2023
Q4 		$6.53M Buy
43,745
+7,509
+21% +$1.14M 0.47% 47
2023
Q3 		$6.11M Buy
36,236
+5,981
+20% +$966K 0.56% 40
2023
Q2 		$4.76M Buy
30,255
+14,339
+90% +$2.3M 0.47% 57
2023
Q1 		$2.07M Buy
+15,916
New +$2.67M 0.31% 74

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 22.94% 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

Pine Valley Investments's CVX Position: Q2 2026 in Review

Pine Valley Investments increased its Chevron (CVX) stake by 4.6% in Q2 2026, buying an estimated $426K and bringing the position to 51,691 shares worth $8.57M. The position accounts for 0.34% of the portfolio, ranked #73.

Pine Valley Investments first reported a position in CVX in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.2M in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Pine Valley Investments held 51,691 shares of Chevron worth $8.57M as of Q2 2026.
  • Pine Valley Investments bought 2,288 Chevron shares in Q2 2026, an estimated $426K.
  • Chevron made up 0.34% of Pine Valley Investments's portfolio in Q2 2026, its #73 holding.
  • Pine Valley Investments first reported a position in Chevron in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's Chevron position peaked at $10.2M in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.