Sage Investment Counsel’s Chevron CVX Stock Holding History

Sage Investment Counsel’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	$233K	Buy	1,405 +1	+0.1%	+$186	0.23%	99
2026 Q1	$291K	Hold	1,404	–	–	0.32%	86
2025 Q4	$214K	Hold	1,404	–	–	0.24%	105
2025 Q3	$218K	Buy	1,404 +1	+0.1%	+$155	0.24%	101
2025 Q2	$201K	Hold	1,403	–	–	0.23%	107
2025 Q1	$235K	Sell	1,403 -100	-7%	-$15.7K	0.3%	92
2024 Q4	$218K	Buy	+1,503	New	+$230K	0.28%	96

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

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

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

Sage Investment Counsel increased its Chevron (CVX) stake by 0.07% in Q2 2026, buying an estimated $186 and bringing the position to 1,405 shares worth $233K. The position accounts for 0.23% of the portfolio, ranked #99.

Sage Investment Counsel first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $291K in Q1 2026. 2,274 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Sage Investment Counsel held 1,405 shares of Chevron worth $233K as of Q2 2026.
Sage Investment Counsel bought 1 Chevron share in Q2 2026, an estimated $186.
Chevron made up 0.23% of Sage Investment Counsel's portfolio in Q2 2026, its #99 holding.
Sage Investment Counsel first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
Sage Investment Counsel's Chevron position peaked at $291K in Q1 2026.
2,274 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.