Sage Capital Advisors’s Chevron CVX Stock Holding History

Sage Capital Advisors’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	$7.31M	Buy	44,095 +494	+1%	+$91.9K	1.52%	19
2026 Q1	$9.02M	Buy	43,601 +217	+0.5%	+$39.6K	2.09%	13
2025 Q4	$6.61M	Buy	43,384 +348	+0.8%	+$53K	1.57%	18
2025 Q3	$6.68M	Sell	43,036 -302	-0.7%	-$46.8K	1.59%	19
2025 Q2	$6.21M	Buy	43,338 +917	+2%	+$129K	1.53%	18
2025 Q1	$7.1M	Buy	42,421 +919	+2%	+$144K	1.86%	16
2024 Q4	$6.01M	Buy	41,502 +483	+1%	+$73.9K	1.56%	17
2024 Q3	$6.04M	Buy	41,019 +471	+1%	+$70.1K	1.58%	18
2024 Q2	$6.34M	Buy	40,548 +1,749	+5%	+$279K	1.82%	15
2024 Q1	$6.12M	Buy	38,799 +610	+2%	+$92K	1.77%	16
2023 Q4	$5.7M	Sell	38,189 -62	-0.2%	-$9.38K	1.84%	17
2023 Q3	$6.45M	Buy	+38,251	New	+$6.18M	2.37%	10
2020 Q1	–	Sell	-3,611	Closed	-$435K	–	99
2019 Q4	$435K	Buy	3,611 +5	+0.1%	+$589	0.28%	63
2019 Q3	$428K	Hold	3,606	–	–	0.32%	59
2019 Q2	$450K	Hold	3,606	–	–	0.31%	60
2019 Q1	$444K	Buy	+3,606	New	+$427K	0.29%	60

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Sage Capital Advisors's CVX Position: Q2 2026 in Review

Sage Capital Advisors increased its Chevron (CVX) stake by 1.1% in Q2 2026, buying an estimated $91.9K and bringing the position to 44,095 shares worth $7.31M. The position accounts for 1.52% of the portfolio, ranked #19.

Sage Capital Advisors first reported a position in CVX in Q1 2019 and has held it in 16 quarters since. The position peaked at $9.02M in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Sage Capital Advisors held 44,095 shares of Chevron worth $7.31M as of Q2 2026.
Sage Capital Advisors bought 494 Chevron shares in Q2 2026, an estimated $91.9K.
Chevron made up 1.52% of Sage Capital Advisors's portfolio in Q2 2026, its #19 holding.
Sage Capital Advisors first reported a position in Chevron in Q1 2019 and has held it in 16 quarters since.
Sage Capital Advisors's Chevron position peaked at $9.02M in Q1 2026.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.