Sage Capital Management’s Chevron CVX Stock Holding History

Sage 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	$257K	Hold	1,550	–	–	0.1%	129
2026 Q1	$321K	Hold	1,550	–	–	0.15%	115
2025 Q4	$236K	Hold	1,550	–	–	0.11%	133
2025 Q3	$241K	Hold	1,550	–	–	0.11%	136
2025 Q2	$222K	Hold	1,550	–	–	0.11%	138
2025 Q1	$259K	Hold	1,550	–	–	0.14%	118
2024 Q4	$225K	Hold	1,550	–	–	0.11%	127
2024 Q3	$228K	Hold	1,550	–	–	0.11%	134
2024 Q2	$242K	Hold	1,550	–	–	0.13%	122
2024 Q1	$244K	Sell	1,550 -249	-14%	-$37.6K	0.13%	120
2023 Q4	$268K	Buy	+1,799	New	+$272K	0.16%	115

Other funds holding CVX

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Sage Capital Management held its Chevron (CVX) position steady in Q2 2026 at 1,550 shares worth $257K. The position accounts for 0.1% of the portfolio, ranked #129.

Sage Capital Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $321K in Q1 2026. 1,543 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Sage Capital Management held 1,550 shares of Chevron worth $257K as of Q2 2026.
Sage Capital Management left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.1% of Sage Capital Management's portfolio in Q2 2026, its #129 holding.
Sage Capital Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Sage Capital Management's Chevron position peaked at $321K in Q1 2026.
1,543 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.