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Sava Infond’s Chevron CVX Stock Holding History

Sava Infond’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 		$7M Buy
42,230
+9,850
+30% +$1.83M 0.5% 39
2026
Q1 		$6.7M Buy
32,380
+12,400
+62% +$2.26M 0.95% 23
2025
Q4 		$3.05M Sell
19,980
-570
-3% -$86.8K 0.41% 50
2025
Q3 		$3.19M Sell
20,550
-300
-1% -$46.5K 0.45% 42
2025
Q2 		$2.99M Buy
20,850
+2,670
+15% +$376K 0.47% 40
2025
Q1 		$3.04M Sell
18,180
-200
-1% -$31.3K 0.58% 39
2024
Q4 		$2.66M Buy
+18,380
New +$2.81M 0.47% 43

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

Sava Infond's CVX Position: Q2 2026 in Review

Sava Infond increased its Chevron (CVX) stake by 30% in Q2 2026, buying an estimated $1.83M and bringing the position to 42,230 shares worth $7M. The position accounts for 0.5% of the portfolio, ranked #39.

Sava Infond first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sava Infond held 42,230 shares of Chevron worth $7M as of Q2 2026.
  • Sava Infond bought 9,850 Chevron shares in Q2 2026, an estimated $1.83M.
  • Chevron made up 0.5% of Sava Infond's portfolio in Q2 2026, its #39 holding.
  • Sava Infond first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sava Infond's 13F filing for Q2 2026, filed 16 Jul 2026.