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Pullen Investment Management’s Chevron CVX Stock Holding History

Pullen 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 		$3.78M Sell
22,792
-2,763
-11% -$514K 1.75% 13
2026
Q1 		$5.29M Sell
25,555
-1,684
-6% -$307K 2.65% 4
2025
Q4 		$4.15M Sell
27,239
-738
-3% -$112K 2.19% 9
2025
Q3 		$4.34M Buy
27,977
+13,159
+89% +$2.04M 2.35% 6
2025
Q2 		$2.12M Sell
14,818
-1,048
-7% -$148K 1.28% 18
2025
Q1 		$2.65M Sell
15,866
-622
-4% -$97.4K 1.68% 14
2024
Q4 		$2.39M Sell
16,488
-1,179
-7% -$180K 1.55% 15
2024
Q3 		$2.6M Buy
17,667
+266
+2% +$39.6K 1.9% 10
2024
Q2 		$2.72M Sell
17,401
-720
-4% -$115K 2.25% 8
2024
Q1 		$2.86M Buy
+18,121
New +$2.73M 2.41% 8

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pullen Investment Management's CVX Position: Q2 2026 in Review

Pullen Investment Management reduced its Chevron (CVX) stake by 11% in Q2 2026, selling an estimated $514K and leaving 22,792 shares worth $3.78M. The position accounts for 1.75% of the portfolio, ranked #13.

Pullen Investment Management first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.29M in Q1 2026. 4,124 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Pullen Investment Management held 22,792 shares of Chevron worth $3.78M as of Q2 2026.
  • Pullen Investment Management sold 2,763 Chevron shares in Q2 2026, an estimated $514K.
  • Chevron made up 1.75% of Pullen Investment Management's portfolio in Q2 2026, its #13 holding.
  • Pullen Investment Management first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
  • Pullen Investment Management's Chevron position peaked at $5.29M in Q1 2026.
  • 4,124 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Pullen Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.