R.M. Sincerbeaux Capital Management’s Chevron CVX Stock Holding History

R.M. Sincerbeaux Capital 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	$633K	Hold	3,816	–	–	0.34%	32
2026 Q1	$790K	Sell	3,816 -100	-3%	-$18.2K	0.46%	32
2025 Q4	$597K	Hold	3,916	–	–	0.33%	32
2025 Q3	$608K	Hold	3,916	–	–	0.33%	33
2025 Q2	$561K	Buy	3,916 +166	+4%	+$23.4K	0.32%	32
2025 Q1	$627K	Hold	3,750	–	–	0.37%	33
2024 Q4	$543K	Sell	3,750 -200	-5%	-$30.6K	0.33%	33
2024 Q3	$582K	Hold	3,950	–	–	0.36%	32
2024 Q2	$618K	Sell	3,950 -500	-11%	-$79.7K	0.41%	32
2024 Q1	$702K	Hold	4,450	–	–	0.45%	32
2023 Q4	$664K	Hold	4,450	–	–	0.47%	31
2023 Q3	$750K	Hold	4,450	–	–	0.57%	30
2023 Q2	$700K	Hold	4,450	–	–	0.48%	32
2023 Q1	$726K	Hold	4,450	–	–	0.51%	32
2022 Q4	$799K	Hold	4,450	–	–	0.57%	32
2022 Q3	$639K	Hold	4,450	–	–	0.5%	31
2022 Q2	$644K	Hold	4,450	–	–	0.47%	31
2022 Q1	$725K	Hold	4,450	–	–	0.46%	33
2021 Q4	$522K	Hold	4,450	–	–	0.31%	36
2021 Q3	$451K	Sell	4,450 -300	-6%	-$29.9K	0.3%	34
2021 Q2	$498K	Hold	4,750	–	–	0.32%	34
2021 Q1	$498K	Hold	4,750	–	–	0.34%	33
2020 Q4	$401K	Hold	4,750	–	–	0.29%	36
2020 Q3	$342K	Hold	4,750	–	–	0.29%	37
2020 Q2	$424K	Hold	4,750	–	–	0.38%	34
2020 Q1	$344K	Hold	4,750	–	–	0.34%	36
2019 Q4	$572K	Hold	4,750	–	–	0.44%	33
2019 Q3	$563K	Hold	4,750	–	–	0.45%	33
2019 Q2	$591K	Hold	4,750	–	–	0.48%	33
2019 Q1	$585K	Hold	4,750	–	–	0.47%	34
2018 Q4	$517K	Hold	4,750	–	–	0.48%	34
2018 Q3	$581K	Hold	4,750	–	–	0.47%	37
2018 Q2	$601K	Sell	4,750 -500	-10%	-$62.1K	0.53%	35
2018 Q1	$599K	Hold	5,250	–	–	0.56%	31
2017 Q4	$657K	Hold	5,250	–	–	0.6%	31
2017 Q3	$617K	Sell	5,250 -2,000	-28%	-$218K	0.59%	34
2017 Q2	$756K	Hold	7,250	–	–	0.68%	34
2017 Q1	$778K	Hold	7,250	–	–	0.72%	34
2016 Q4	$853K	Sell	7,250 -400	-5%	-$43.6K	0.81%	34
2016 Q3	$787K	Hold	7,650	–	–	0.77%	34
2016 Q2	$801K	Hold	7,650	–	–	0.82%	35
2016 Q1	$730K	Hold	7,650	–	–	0.76%	36
2015 Q4	$688K	Sell	7,650 -1,500	-16%	-$135K	0.75%	35
2015 Q3	$722K	Hold	9,150	–	–	0.76%	34
2015 Q2	$883K	Hold	9,150	–	–	0.86%	32
2015 Q1	$961K	Sell	9,150 -300	-3%	-$32K	0.88%	31
2014 Q4	$1.06M	Hold	9,450	–	–	0.97%	30
2014 Q3	$1.13M	Sell	9,450 -150	-2%	-$19.1K	1.03%	32
2014 Q2	$1.25M	Hold	9,600	–	–	1.17%	31
2014 Q1	$1.14M	Hold	9,600	–	–	1.12%	31
2013 Q4	$1.2M	Buy	+9,600	New	+$1.16M	1.18%	30

Other funds holding CVX

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

R.M. Sincerbeaux Capital Management's CVX Position: Q2 2026 in Review

R.M. Sincerbeaux Capital Management held its Chevron (CVX) position steady in Q2 2026 at 3,816 shares worth $633K. The position accounts for 0.34% of the portfolio, ranked #32.

R.M. Sincerbeaux Capital Management first reported a position in CVX in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.25M in Q2 2014. 1,817 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

R.M. Sincerbeaux Capital Management held 3,816 shares of Chevron worth $633K as of Q2 2026.
R.M. Sincerbeaux Capital Management left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.34% of R.M. Sincerbeaux Capital Management's portfolio in Q2 2026, its #32 holding.
R.M. Sincerbeaux Capital Management first reported a position in Chevron in Q4 2013 and has held it in 51 quarters since.
R.M. Sincerbeaux Capital Management's Chevron position peaked at $1.25M in Q2 2014.
1,817 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on R.M. Sincerbeaux Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.