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Relyea Zuckerberg Hanson’s Chevron CVX Stock Holding History

Relyea Zuckerberg Hanson’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 		$992K Buy
5,984
+106
+2% +$19.7K 0.08% 115
2026
Q1 		$1.22M Buy
5,878
+677
+13% +$123K 0.12% 90
2025
Q4 		$793K Buy
5,201
+72
+1% +$11K 0.08% 121
2025
Q3 		$797K Buy
5,129
+381
+8% +$59K 0.08% 119
2025
Q2 		$680K Sell
4,748
-944
-17% -$133K 0.08% 123
2025
Q1 		$952K Buy
5,692
+333
+6% +$52.1K 0.13% 96
2024
Q4 		$776K Buy
5,359
+590
+12% +$90.3K 0.1% 108
2024
Q3 		$702K Sell
4,769
-566
-11% -$84.2K 0.11% 103
2024
Q2 		$834K Buy
5,335
+312
+6% +$49.8K 0.14% 85
2024
Q1 		$792K Sell
5,023
-85
-2% -$12.8K 0.14% 84
2023
Q4 		$762K Sell
5,108
-152
-3% -$23K 0.15% 84
2023
Q3 		$887K Sell
5,260
-67
-1% -$10.8K 0.2% 72
2023
Q2 		$838K Sell
5,327
-677
-11% -$109K 0.19% 76
2023
Q1 		$980K Buy
6,004
+1,711
+40% +$287K 0.24% 63
2022
Q4 		$771K Buy
4,293
+513
+14% +$89.5K 0.22% 67
2022
Q3 		$543K Sell
3,780
-5
-0.1% -$763 0.2% 78
2022
Q2 		$548K Buy
3,785
+428
+13% +$70.7K 0.2% 76
2022
Q1 		$576K Sell
3,357
-76
-2% -$10.9K 0.19% 86
2021
Q4 		$436K Buy
3,433
+552
+19% +$62.7K 0.16% 99
2021
Q3 		$292K Buy
2,881
+159
+6% +$15.9K 0.11% 121
2021
Q2 		$285K Buy
2,722
+163
+6% +$17.2K 0.12% 104
2021
Q1 		$263K Buy
+2,559
New +$250K 0.12% 107
2020
Q3 		– Sell
-3,107
Closed -$277K – 117
2020
Q2 		$277K Sell
3,107
-1,495
-32% -$134K 0.22% 88
2020
Q1 		$333K Sell
4,602
-187
-4% -$18.5K 0.36% 68
2019
Q4 		$577K Buy
+4,789
New +$564K 0.55% 44

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Relyea Zuckerberg Hanson's CVX Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Chevron (CVX) stake by 1.8% in Q2 2026, buying an estimated $19.7K and bringing the position to 5,984 shares worth $992K. The position accounts for 0.08% of the portfolio, ranked #115.

Relyea Zuckerberg Hanson first reported a position in CVX in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.22M in Q1 2026. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Relyea Zuckerberg Hanson held 5,984 shares of Chevron worth $992K as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 106 Chevron shares in Q2 2026, an estimated $19.7K.
  • Chevron made up 0.08% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #115 holding.
  • Relyea Zuckerberg Hanson first reported a position in Chevron in Q4 2019 and has held it in 25 quarters since.
  • Relyea Zuckerberg Hanson's Chevron position peaked at $1.22M in Q1 2026.
  • 2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.