Saturna Capital’s Chevron CVX Stock Holding History

Saturna 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	–	Sell	-1,033	Closed	-$214K	–	145
2026 Q1	$214K	Buy	+1,033	New	+$188K	﹤0.01%	142
2025 Q2	–	Sell	-1,200	Closed	-$201K	–	158
2025 Q1	$201K	Buy	+1,200	New	+$188K	﹤0.01%	147
2024 Q3	–	Sell	-1,852	Closed	-$290K	–	162
2024 Q2	$290K	Hold	1,852	–	–	﹤0.01%	149
2024 Q1	$292K	Hold	1,852	–	–	﹤0.01%	156
2023 Q4	$276K	Hold	1,852	–	–	﹤0.01%	155
2023 Q3	$312K	Hold	1,852	–	–	0.01%	147
2023 Q2	$291K	Buy	1,852 +196	+12%	+$31.4K	0.01%	146
2023 Q1	$270K	Hold	1,656	–	–	0.01%	147
2022 Q4	$297K	Hold	1,656	–	–	0.01%	139
2022 Q3	$238K	Buy	1,656 +256	+18%	+$39K	0.01%	144
2022 Q2	$203K	Hold	1,400	–	–	﹤0.01%	154
2022 Q1	$228K	Buy	+1,400	New	+$201K	﹤0.01%	157
2020 Q4	–	Sell	-3,584	Closed	-$258K	–	172
2020 Q3	$258K	Hold	3,584	–	–	0.01%	150
2020 Q2	$320K	Sell	3,584 -100	-3%	-$8.95K	0.01%	143
2020 Q1	$267K	Sell	3,684 -442	-11%	-$43.7K	0.01%	150
2019 Q4	$497K	Hold	4,126	–	–	0.01%	132
2019 Q3	$489K	Hold	4,126	–	–	0.01%	130
2019 Q2	$513K	Sell	4,126 -40	-1%	-$4.84K	0.02%	122
2019 Q1	$513K	Sell	4,166 -28	-0.7%	-$3.31K	0.02%	117
2018 Q4	$456K	Sell	4,194 -100	-2%	-$11.6K	0.02%	114
2018 Q3	$525K	Hold	4,294	–	–	0.02%	121
2018 Q2	$543K	Hold	4,294	–	–	0.02%	120
2018 Q1	$490K	Hold	4,294	–	–	0.02%	124
2017 Q4	$538K	Buy	4,294 +100	+2%	+$11.9K	0.02%	124
2017 Q3	$493K	Buy	4,194 +100	+2%	+$10.9K	0.02%	123
2017 Q2	$427K	Sell	4,094 -100	-2%	-$10.6K	0.01%	125
2017 Q1	$450K	Hold	4,194	–	–	0.02%	121
2016 Q4	$494K	Hold	4,194	–	–	0.02%	124
2016 Q3	$432K	Sell	4,194 -100	-2%	-$10.2K	0.01%	130
2016 Q2	$450K	Sell	4,294 -200	-4%	-$20.1K	0.01%	129
2016 Q1	$429K	Hold	4,494	–	–	0.01%	143
2015 Q4	$404K	Buy	4,494 +499	+12%	+$45K	0.01%	151
2015 Q3	$315K	Hold	3,995	–	–	0.01%	173
2015 Q2	$385K	Sell	3,995 -662	-14%	-$69.5K	0.01%	167
2015 Q1	$489K	Hold	4,657	–	–	0.01%	156
2014 Q4	$522K	Sell	4,657 -50	-1%	-$5.68K	0.01%	160
2014 Q3	$562K	Hold	4,707	–	–	0.02%	176
2014 Q2	$614K	Hold	4,707	–	–	0.02%	170
2014 Q1	$560K	Hold	4,707	–	–	0.01%	164
2013 Q4	$588K	Hold	4,707	–	–	0.02%	173
2013 Q3	$572K	Hold	4,707	–	–	0.02%	179
2013 Q2	$557K	Buy	+4,707	New	+$569K	0.02%	177

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Saturna Capital's CVX Position: Q2 2026 in Review

Saturna Capital sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,033 shares — an estimated $214K sold.

Saturna Capital first reported a position in CVX in Q2 2013 and held it in 42 quarters. The position peaked at $614K in Q2 2014. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Saturna Capital reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Saturna Capital sold 1,033 Chevron shares in Q2 2026, an estimated $214K.
Saturna Capital first reported a position in Chevron in Q2 2013 and held it in 42 quarters.
Saturna Capital's Chevron position peaked at $614K in Q2 2014.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Saturna Capital's 13F filing for Q2 2026, filed 14 Aug 2026.