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Sage Investment Advisers’s Chevron CVX Stock Holding History

Sage Investment Advisers’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 		$3.83M Sell
23,089
-1,151
-5% -$214K 2.57% 9
2026
Q1 		$4.79M Buy
24,240
+267
+1% +$48.7K 3.54% 5
2025
Q4 		$3.65M Buy
+23,973
New +$3.65M 2.74% 10
2024
Q3 		$3.42M Sell
23,229
-19
-0.1% -$2.83K 3.58% 6
2024
Q2 		$3.64M Sell
23,248
-895
-4% -$143K 4.11% 5
2024
Q1 		$3.81M Sell
24,143
-142
-0.6% -$21.4K 4.37% 5
2023
Q4 		$3.62M Buy
24,285
+410
+2% +$62K 4.39% 5
2023
Q3 		$4.03M Buy
23,875
+185
+0.8% +$29.9K 5.52% 2
2023
Q2 		$3.73M Sell
23,690
-69
-0.3% -$11.1K 4.98% 3
2023
Q1 		$3.88M Sell
23,759
-33
-0.1% -$5.53K 5.18% 3
2022
Q4 		$4.27M Sell
23,792
-195
-0.8% -$34K 6.09% 3
2022
Q3 		$3.45M Sell
23,987
-842
-3% -$128K 5.44% 3
2022
Q2 		$3.6M Sell
24,829
-1,044
-4% -$173K 5.63% 3
2022
Q1 		$4.21M Sell
25,873
-17,258
-40% -$2.47M 5.58% 3
2021
Q4 		$5.06M Buy
+43,131
New +$4.9M 6.51% 3

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
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
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sage Investment Advisers's CVX Position: Q2 2026 in Review

Sage Investment Advisers reduced its Chevron (CVX) stake by 4.7% in Q2 2026, selling an estimated $214K and leaving 23,089 shares worth $3.83M. The position accounts for 2.57% of the portfolio, ranked #9.

Sage Investment Advisers first reported a position in CVX in Q4 2021 and has held it in 15 quarters since. The position peaked at $5.06M in Q4 2021. 2,044 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sage Investment Advisers held 23,089 shares of Chevron worth $3.83M as of Q2 2026.
  • Sage Investment Advisers sold 1,151 Chevron shares in Q2 2026, an estimated $214K.
  • Chevron made up 2.57% of Sage Investment Advisers's portfolio in Q2 2026, its #9 holding.
  • Sage Investment Advisers first reported a position in Chevron in Q4 2021 and has held it in 15 quarters since.
  • Sage Investment Advisers's Chevron position peaked at $5.06M in Q4 2021.
  • 2,044 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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