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Saxon Interests’s Chevron CVX Stock Holding History

Saxon Interests’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 		$762K Sell
3,734
-8,327
-69% -$1.64M 0.26% 85
2026
Q2 		$2M Sell
12,061
-1,043
-8% -$194K 0.55% 38
2026
Q1 		$2.71M Sell
13,104
-5,745
-30% -$1.05M 0.93% 24
2025
Q4 		$2.87M Buy
18,849
+34
+0.2% +$5.18K 1.01% 23
2025
Q3 		$3.02M Buy
18,815
+9
+0% +$1.39K 1.18% 18
2025
Q2 		$3.15M Hold
18,806
– – 1.47% 16
2025
Q1 		$3.15M Sell
18,806
-14
-0.1% -$2.19K 1.47% 16
2024
Q4 		$2.73M Buy
18,820
+591
+3% +$90.5K 1.2% 21
2024
Q3 		$2.68M Buy
18,229
+148
+0.8% +$22K 1.22% 17
2024
Q2 		$2.83M Sell
18,081
-259
-1% -$41.3K 1.35% 14
2024
Q1 		$2.89M Buy
18,340
+1,807
+11% +$273K 1.38% 14
2023
Q4 		$2.47M Buy
+16,533
New +$2.5M 1.23% 15
2023
Q3 		– Sell
-15,807
Closed -$2.49M – 80
2023
Q2 		$2.49M Buy
15,807
+53
+0.3% +$8.5K 1.33% 17
2023
Q1 		$2.57M Sell
15,754
-1,435
-8% -$241K 1.45% 15
2022
Q4 		$3.01M Sell
17,189
-1,726
-9% -$301K 1.72% 11
2022
Q3 		$3M Sell
18,915
-81
-0.4% -$12.4K 1.83% 14
2022
Q2 		$2.75M Sell
18,996
-523
-3% -$86.5K 1.67% 16
2022
Q1 		$3.18M Buy
19,519
+3,854
+25% +$553K 1.69% 20
2021
Q4 		$2M Buy
+15,665
New +$1.78M 1.14% 23

Other funds holding CVX

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Saxon Interests's CVX Position: Q3 2026 in Review

Saxon Interests reduced its Chevron (CVX) stake by 69% in Q3 2026, selling an estimated $1.64M and leaving 3,734 shares worth $762K. The position accounts for 0.26% of the portfolio, ranked #85.

Saxon Interests first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.18M in Q1 2022. 2,584 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Saxon Interests held 3,734 shares of Chevron worth $762K as of Q3 2026.
  • Saxon Interests sold 8,327 Chevron shares in Q3 2026, an estimated $1.64M.
  • Chevron made up 0.26% of Saxon Interests's portfolio in Q3 2026, its #85 holding.
  • Saxon Interests first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Saxon Interests's Chevron position peaked at $3.18M in Q1 2022.
  • 2,584 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.