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Sage Rhino Capital’s Chevron CVX Stock Holding History

Sage Rhino Capital’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 		$483K Buy
2,915
+3
+0.1% +$558 0.08% 156
2026
Q1 		$602K Buy
2,912
+12
+0.4% +$2.19K 0.11% 131
2025
Q4 		$442K Sell
2,900
-24
-0.8% -$3.65K 0.08% 153
2025
Q3 		$454K Sell
2,924
-508
-15% -$78.7K 0.09% 149
2025
Q2 		$491K Buy
3,432
+3
+0.1% +$423 0.1% 138
2025
Q1 		$574K Sell
3,429
-169
-5% -$26.5K 0.13% 117
2024
Q4 		$521K Sell
3,598
-49
-1% -$7.5K 0.11% 130
2024
Q3 		$537K Sell
3,647
-52
-1% -$7.74K 0.12% 128
2024
Q2 		$579K Buy
3,699
+92
+3% +$14.7K 0.14% 121
2024
Q1 		$569K Buy
3,607
+154
+4% +$23.2K 0.13% 121
2023
Q4 		$515K Sell
3,453
-156
-4% -$23.6K 0.13% 120
2023
Q3 		$609K Buy
3,609
+249
+7% +$40.2K 0.17% 106
2023
Q2 		$529K Sell
3,360
-50
-1% -$8.02K 0.15% 112
2023
Q1 		$556K Sell
3,410
-100
-3% -$16.8K 0.16% 108
2022
Q4 		$630K Buy
3,510
+31
+0.9% +$5.41K 0.2% 97
2022
Q3 		$500K Sell
3,479
-48
-1% -$7.32K 0.2% 88
2022
Q2 		$511K Buy
3,527
+86
+2% +$14.2K 0.2% 93
2022
Q1 		$560K Buy
3,441
+56
+2% +$8.03K 0.17% 110
2021
Q4 		$397K Buy
3,385
+90
+3% +$10.2K 0.11% 136
2021
Q3 		$334K Buy
3,295
+73
+2% +$7.28K 0.1% 142
2021
Q2 		$337K Buy
3,222
+92
+3% +$9.71K 0.1% 140
2021
Q1 		$328K Buy
3,130
+20
+0.6% +$1.95K 0.11% 129
2020
Q4 		$263K Buy
3,110
+326
+12% +$26.4K 0.1% 143
2020
Q3 		$200K Sell
2,784
-430
-13% -$36.2K 0.1% 150
2020
Q2 		$287K Sell
3,214
-10
-0.3% -$895 0.15% 115
2020
Q1 		$234K Sell
3,224
-499
-13% -$49.3K 0.17% 109
2019
Q4 		$434K Sell
3,723
-113
-3% -$13.3K 0.25% 86
2019
Q3 		$455K Buy
3,836
+78
+2% +$9.47K 0.29% 71
2019
Q2 		$468K Buy
3,758
+162
+5% +$19.6K 0.3% 69
2019
Q1 		$443K Buy
+3,596
New +$425K 0.29% 72

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
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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

Sage Rhino Capital increased its Chevron (CVX) stake by 0.1% in Q2 2026, buying an estimated $558 and bringing the position to 2,915 shares worth $483K. The position accounts for 0.08% of the portfolio, ranked #156.

Sage Rhino Capital first reported a position in CVX in Q1 2019 and has held it in 30 quarters since. The position peaked at $630K in Q4 2022. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sage Rhino Capital held 2,915 shares of Chevron worth $483K as of Q2 2026.
  • Sage Rhino Capital bought 3 Chevron shares in Q2 2026, an estimated $558.
  • Chevron made up 0.08% of Sage Rhino Capital's portfolio in Q2 2026, its #156 holding.
  • Sage Rhino Capital first reported a position in Chevron in Q1 2019 and has held it in 30 quarters since.
  • Sage Rhino Capital's Chevron position peaked at $630K in Q4 2022.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.