Saxony Capital Management’s Chevron CVX Stock Holding History

Saxony Capital Management’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	$786K	Buy	4,741 +72	+2%	+$13.4K	0.36%	66
2026 Q1	$966K	Buy	4,669 +422	+10%	+$77K	0.56%	51
2025 Q4	$647K	Buy	4,247 +11	+0.3%	+$1.68K	0.4%	64
2025 Q3	$658K	Buy	4,236 +43	+1%	+$6.66K	0.43%	55
2025 Q2	$600K	Buy	4,193 +29	+0.7%	+$4.09K	0.46%	50
2025 Q1	$697K	Buy	4,164 +30	+0.7%	+$4.7K	0.61%	40
2024 Q4	$599K	Buy	4,134 +101	+3%	+$15.5K	0.53%	49
2024 Q3	$594K	Sell	4,033 -142	-3%	-$21.1K	0.54%	49
2024 Q2	$653K	Buy	4,175 +149	+4%	+$23.8K	0.72%	33
2024 Q1	$635K	Buy	4,026 +30	+0.8%	+$4.53K	0.77%	33
2023 Q4	$596K	Buy	+3,996	New	+$604K	0.79%	35

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Saxony Capital Management's CVX Position: Q2 2026 in Review

Saxony Capital Management increased its Chevron (CVX) stake by 1.5% in Q2 2026, buying an estimated $13.4K and bringing the position to 4,741 shares worth $786K. The position accounts for 0.36% of the portfolio, ranked #66.

Saxony Capital Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $966K in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Saxony Capital Management held 4,741 shares of Chevron worth $786K as of Q2 2026.
Saxony Capital Management bought 72 Chevron shares in Q2 2026, an estimated $13.4K.
Chevron made up 0.36% of Saxony Capital Management's portfolio in Q2 2026, its #66 holding.
Saxony Capital Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Saxony Capital Management's Chevron position peaked at $966K in Q1 2026.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.