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Sapient Capital’s Chevron CVX Stock Holding History

Sapient 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
Q3 		$45.7M Sell
223,779
-1,690
-0.7% -$333K 0.61% 24
2026
Q2 		$37.4M Sell
225,469
-3,818
-2% -$711K 0.49% 31
2026
Q1 		$47.4M Sell
229,287
-71,772
-24% -$13.1M 0.72% 20
2025
Q4 		$45.9M Buy
301,059
+8,359
+3% +$1.27M 0.64% 24
2025
Q3 		$45.7M Sell
292,700
-9,921
-3% -$1.54M 0.7% 25
2025
Q2 		$43.3M Sell
302,621
-6,303
-2% -$889K 0.78% 24
2025
Q1 		$51.7M Sell
308,924
-3,228
-1% -$505K 1.02% 18
2024
Q4 		$45.2M Buy
312,152
+11,998
+4% +$1.84M 0.86% 22
2024
Q3 		$44.2M Buy
300,154
+1,689
+0.6% +$251K 0.89% 23
2024
Q2 		$46.7M Buy
298,465
+2,469
+0.8% +$394K 0.97% 18
2024
Q1 		$46.7M Sell
295,996
-75,892
-20% -$11.5M 1.03% 21
2023
Q4 		$55.5M Buy
+371,888
New +$56.2M 1.43% 12

Other funds holding CVX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Sapient Capital's CVX Position: Q3 2026 in Review

Sapient Capital reduced its Chevron (CVX) stake by 0.75% in Q3 2026, selling an estimated $333K and leaving 223,779 shares worth $45.7M. The position accounts for 0.61% of the portfolio, ranked #24.

Sapient Capital first reported a position in CVX in Q4 2023 and has held it in 12 quarters since. The position peaked at $55.5M in Q4 2023. 496 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Sapient Capital held 223,779 shares of Chevron worth $45.7M as of Q3 2026.
  • Sapient Capital sold 1,690 Chevron shares in Q3 2026, an estimated $333K.
  • Chevron made up 0.61% of Sapient Capital's portfolio in Q3 2026, its #24 holding.
  • Sapient Capital first reported a position in Chevron in Q4 2023 and has held it in 12 quarters since.
  • Sapient Capital's Chevron position peaked at $55.5M in Q4 2023.
  • 496 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.