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Prudent Man Investment Management’s Chevron CVX Stock Holding History

Prudent Man Investment 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 		$56.8K Hold
373
– – 0.02% 53
2026
Q1 		$56.8K Hold
373
– – 0.02% 53
2025
Q4 		$56.8K Buy
373
+65
+21% +$9.9K 0.02% 53
2025
Q3 		$44.6K Hold
308
– – 0.02% 48
2025
Q2 		$44.6K Hold
308
– – 0.02% 48
2025
Q1 		$44.6K Hold
308
– – 0.02% 48
2024
Q4 		$44.6K Buy
+308
New +$47.1K 0.02% 48

Other funds holding CVX

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
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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Prudent Man Investment Management's CVX Position: Q2 2026 in Review

Prudent Man Investment Management held its Chevron (CVX) position steady in Q2 2026 at 373 shares worth $56.8K. The position accounts for 0.02% of the portfolio, ranked #53.

Prudent Man Investment Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. 2,171 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Prudent Man Investment Management held 373 shares of Chevron worth $56.8K as of Q2 2026.
  • Prudent Man Investment Management left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.02% of Prudent Man Investment Management's portfolio in Q2 2026, its #53 holding.
  • Prudent Man Investment Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • 2,171 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.