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Sagewood Asset Management’s Chevron CVX Stock Holding History

Sagewood Asset 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 		$634K Buy
3,825
+1,222
+47% +$227K 0.14% 134
2026
Q1 		$539K Buy
2,603
+386
+17% +$70.4K 0.17% 118
2025
Q4 		$338K Buy
+2,217
New +$338K 0.12% 155

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Sagewood Asset Management's CVX Position: Q2 2026 in Review

Sagewood Asset Management increased its Chevron (CVX) stake by 47% in Q2 2026, buying an estimated $227K and bringing the position to 3,825 shares worth $634K. The position accounts for 0.14% of the portfolio, ranked #134.

Sagewood Asset Management first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. 2,482 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sagewood Asset Management held 3,825 shares of Chevron worth $634K as of Q2 2026.
  • Sagewood Asset Management bought 1,222 Chevron shares in Q2 2026, an estimated $227K.
  • Chevron made up 0.14% of Sagewood Asset Management's portfolio in Q2 2026, its #134 holding.
  • Sagewood Asset Management first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • 2,482 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.