Princeton Global Asset Management’s Chevron CVX Stock Holding History

Princeton Global Asset 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	$280K	Buy	1,687 +13	+0.8%	+$2.42K	0.04%	182
2026 Q1	$346K	Buy	1,674 +5	+0.3%	+$912	0.06%	157
2025 Q4	$254K	Buy	1,669 +226	+16%	+$34.4K	0.04%	173
2025 Q3	$224K	Sell	1,443 -350	-20%	-$54.2K	0.04%	187
2025 Q2	$257K	Buy	1,793 +191	+12%	+$26.9K	0.05%	174
2025 Q1	$268K	Buy	1,602 +487	+44%	+$76.2K	0.05%	164
2024 Q4	$161K	Sell	1,115 -1,550	-58%	-$237K	0.03%	206
2024 Q3	$392K	Sell	2,665 -8	-0.3%	-$1.19K	0.08%	143
2024 Q2	$418K	Hold	2,673	–	–	0.09%	121
2024 Q1	$422K	Hold	2,673	–	–	0.1%	117
2023 Q4	$399K	Sell	2,673 -23	-0.9%	-$3.48K	0.1%	117
2023 Q3	$455K	Hold	2,696	–	–	0.13%	110
2023 Q2	$424K	Hold	2,696	–	–	0.12%	109
2023 Q1	$440K	Buy	2,696 +1,913	+244%	+$321K	0.13%	111
2022 Q4	$141K	Hold	783	–	–	0.05%	167
2022 Q3	$112K	Hold	783	–	–	0.04%	179
2022 Q2	$113K	Buy	783 +80	+11%	+$13.2K	0.04%	188
2022 Q1	$114K	Hold	703	–	–	0.03%	194
2021 Q4	$82K	Sell	703 -27	-4%	-$3.07K	0.02%	223
2021 Q3	$74K	Hold	730	–	–	0.02%	227
2021 Q2	$76K	Buy	+730	New	+$77.1K	0.02%	223
2021 Q1	–	Sell	-1,251	Closed	-$106K	–	499
2020 Q4	$106K	Buy	+1,251	New	+$101K	0.04%	193
2020 Q1	–	Sell	-1,330	Closed	-$160	–	497
2019 Q4	$160	Buy	+1,330	New	+$157K	0.06%	161

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

Princeton Global Asset Management's CVX Position: Q2 2026 in Review

Princeton Global Asset Management increased its Chevron (CVX) stake by 0.78% in Q2 2026, buying an estimated $2.42K and bringing the position to 1,687 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #182.

Princeton Global Asset Management first reported a position in CVX in Q4 2019 and has held it in 23 quarters since. The position peaked at $455K in Q3 2023. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Princeton Global Asset Management held 1,687 shares of Chevron worth $280K as of Q2 2026.
Princeton Global Asset Management bought 13 Chevron shares in Q2 2026, an estimated $2.42K.
Chevron made up 0.04% of Princeton Global Asset Management's portfolio in Q2 2026, its #182 holding.
Princeton Global Asset Management first reported a position in Chevron in Q4 2019 and has held it in 23 quarters since.
Princeton Global Asset Management's Chevron position peaked at $455K in Q3 2023.
2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.