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Private Management Group’s Chevron CVX Stock Holding History

Private Management Group’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 		$5.04M Buy
30,383
+225
+0.7% +$41.9K 0.13% 147
2026
Q1 		$6.24M Sell
30,158
-982
-3% -$179K 0.18% 140
2025
Q4 		$4.75M Hold
31,140
– – 0.14% 139
2025
Q3 		$4.84M Sell
31,140
-101
-0.3% -$15.6K 0.14% 133
2025
Q2 		$4.47M Buy
31,241
+25,433
+438% +$3.59M 0.15% 133
2025
Q1 		$972K Buy
5,808
+44
+0.8% +$6.89K 0.03% 141
2024
Q4 		$835K Sell
5,764
-160
-3% -$24.5K 0.03% 143
2024
Q3 		$872K Sell
5,924
-19
-0.3% -$2.83K 0.03% 142
2024
Q2 		$930K Sell
5,943
-653
-10% -$104K 0.04% 142
2024
Q1 		$1.04M Buy
6,596
+561
+9% +$84.7K 0.04% 140
2023
Q4 		$900K Sell
6,035
-230
-4% -$34.8K 0.03% 142
2023
Q3 		$1.06M Buy
6,265
+512
+9% +$82.7K 0.04% 132
2023
Q2 		$905K Buy
5,753
+505
+10% +$81K 0.04% 133
2023
Q1 		$856K Buy
5,248
+750
+17% +$126K 0.04% 131
2022
Q4 		$807K Buy
4,498
+577
+15% +$101K 0.04% 135
2022
Q3 		$563K Buy
3,921
+248
+7% +$37.8K 0.03% 137
2022
Q2 		$532K Buy
3,673
+825
+29% +$136K 0.02% 129
2022
Q1 		$464K Sell
2,848
-32
-1% -$4.59K 0.02% 123
2021
Q4 		$338K Sell
2,880
-30
-1% -$3.41K 0.01% 137
2021
Q3 		$295K Sell
2,910
-5
-0.2% -$499 0.01% 135
2021
Q2 		$305K Sell
2,915
-5
-0.2% -$528 0.01% 132
2021
Q1 		$306K Buy
2,920
+29
+1% +$2.83K 0.01% 120
2020
Q4 		$244K Buy
+2,891
New +$234K 0.01% 125
2018
Q4 		– Sell
-1,706
Closed -$209K – 124
2018
Q3 		$209K Buy
+1,706
New +$207K 0.01% 118
2018
Q1 		– Sell
-2,053
Closed -$257K – 109
2017
Q4 		$257K Buy
+2,053
New +$243K 0.01% 110
2016
Q4 		– Sell
-2,273
Closed -$234K – 106
2016
Q3 		$234K Buy
2,273
+49
+2% +$5K 0.01% 97
2016
Q2 		$233K Buy
2,224
+124
+6% +$12.5K 0.02% 94
2016
Q1 		$200K Buy
+2,100
New +$184K 0.01% 95

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 22.96% 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

Private Management Group's CVX Position: Q2 2026 in Review

Private Management Group increased its Chevron (CVX) stake by 0.75% in Q2 2026, buying an estimated $41.9K and bringing the position to 30,383 shares worth $5.04M. The position accounts for 0.13% of the portfolio, ranked #147.

Private Management Group first reported a position in CVX in Q1 2016 and has held it in 28 quarters since. The position peaked at $6.24M in Q1 2026. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Private Management Group held 30,383 shares of Chevron worth $5.04M as of Q2 2026.
  • Private Management Group bought 225 Chevron shares in Q2 2026, an estimated $41.9K.
  • Chevron made up 0.13% of Private Management Group's portfolio in Q2 2026, its #147 holding.
  • Private Management Group first reported a position in Chevron in Q1 2016 and has held it in 28 quarters since.
  • Private Management Group's Chevron position peaked at $6.24M in Q1 2026.
  • 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.