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 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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return