PCS
CVX icon

Private Client Services’s Chevron CVX Stock Holding History

Private Client Services’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 		$446K Sell
2,692
-166
-6% -$30.9K 0.12% 139
2026
Q1 		$591K Buy
2,858
+859
+43% +$157K 0.18% 102
2025
Q4 		$305K Sell
1,999
-549
-22% -$83.6K 0.1% 142
2025
Q3 		$396K Sell
2,548
-418
-14% -$64.7K 0.13% 122
2025
Q2 		$425K Buy
2,966
+1,034
+54% +$146K 0.17% 123
2025
Q1 		$323K Buy
1,932
+241
+14% +$37.7K 0.16% 125
2024
Q4 		$245K Sell
1,691
-7
-0.4% -$1.07K 0.13% 151
2024
Q3 		$250K Buy
1,698
+46
+3% +$6.85K 0.13% 142
2024
Q2 		$258K Buy
1,652
+4
+0.2% +$638 0.16% 111
2024
Q1 		$260K Sell
1,648
-98
-6% -$14.8K 0.17% 105
2023
Q4 		$260K Buy
+1,746
New +$264K 0.21% 114

Other funds holding CVX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return