Samalin Investment Counsel’s Chevron CVX Stock Holding History

Samalin 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	$921K	Buy	5,555 +179	+3%	+$33.3K	0.29%	88
2026 Q1	$1.11M	Sell	5,376 -142	-3%	-$25.9K	0.39%	68
2025 Q4	$841K	Sell	5,518 -323	-6%	-$49.2K	0.3%	94
2025 Q3	$907K	Buy	5,841 +125	+2%	+$19.4K	0.31%	90
2025 Q2	$819K	Sell	5,716 -361	-6%	-$50.9K	0.31%	89
2025 Q1	$1.02M	Buy	6,077 +1,270	+26%	+$199K	0.41%	61
2024 Q4	$696K	Hold	4,807	–	–	0.3%	98
2024 Q3	$708K	Sell	4,807 -461	-9%	-$68.6K	0.31%	99
2024 Q2	$824K	Sell	5,268 -459	-8%	-$73.2K	0.39%	69
2024 Q1	$903K	Sell	5,727 -597	-9%	-$90.1K	0.43%	64
2023 Q4	$943K	Buy	6,324 +479	+8%	+$72.4K	0.48%	50
2023 Q3	$986K	Buy	5,845 +169	+3%	+$27.3K	0.57%	46
2023 Q2	$893K	Buy	5,676 +1,500	+36%	+$240K	0.48%	52
2023 Q1	$681K	Buy	4,176 +33	+0.8%	+$5.53K	0.41%	64
2022 Q4	$744K	Sell	4,143 -91	-2%	-$15.9K	0.47%	58
2022 Q3	$608K	Sell	4,234 -79	-2%	-$12K	0.45%	61
2022 Q2	$624K	Buy	4,313 +250	+6%	+$41.3K	0.44%	65
2022 Q1	$662K	Sell	4,063 -1,055	-21%	-$151K	0.4%	71
2021 Q4	$601K	Sell	5,118 -147	-3%	-$16.7K	0.36%	78
2021 Q3	$534K	Sell	5,265 -2,824	-35%	-$282K	0.35%	88
2021 Q2	$847K	Buy	8,089 +2,651	+49%	+$280K	0.55%	39
2021 Q1	$569K	Buy	5,438 +996	+22%	+$97.3K	0.38%	82
2020 Q4	$375K	Buy	4,442 +513	+13%	+$41.5K	0.28%	115
2020 Q3	$283K	Sell	3,929 -1,081	-22%	-$90.9K	0.25%	131
2020 Q2	$447K	Buy	5,010 +2,077	+71%	+$186K	0.47%	63
2020 Q1	$212K	Sell	2,933 -1,652	-36%	-$163K	0.28%	107
2019 Q4	$552K	Buy	+4,585	New	+$540K	0.46%	55

Other funds holding CVX

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

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

Samalin Investment Counsel increased its Chevron (CVX) stake by 3.3% in Q2 2026, buying an estimated $33.3K and bringing the position to 5,555 shares worth $921K. The position accounts for 0.29% of the portfolio, ranked #88.

Samalin Investment Counsel first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.11M in Q1 2026. 1,815 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Samalin Investment Counsel held 5,555 shares of Chevron worth $921K as of Q2 2026.
Samalin Investment Counsel bought 179 Chevron shares in Q2 2026, an estimated $33.3K.
Chevron made up 0.29% of Samalin Investment Counsel's portfolio in Q2 2026, its #88 holding.
Samalin Investment Counsel first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
Samalin Investment Counsel's Chevron position peaked at $1.11M in Q1 2026.
1,815 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.