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Schubert & Co’s Chevron CVX Stock Holding History

Schubert & Co’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 		$465K Sell
2,803
-47
-2% -$8.75K 0.32% 45
2026
Q1 		$590K Sell
2,850
-111
-4% -$20.2K 0.48% 34
2025
Q4 		$451K Sell
2,961
-249
-8% -$37.9K 0.36% 43
2025
Q3 		$499K Sell
3,210
-64
-2% -$9.91K 0.37% 39
2025
Q2 		$469K Buy
3,274
+341
+12% +$48.1K 0.33% 38
2025
Q1 		$491K Buy
2,933
+133
+5% +$20.8K 0.34% 35
2024
Q4 		$406K Buy
2,800
+100
+4% +$15.3K 0.27% 40
2024
Q3 		$398K Buy
2,700
+226
+9% +$33.6K 0.28% 38
2024
Q2 		$390K Hold
2,474
– – 0.33% 21
2024
Q1 		$390K Sell
2,474
-12
-0.5% -$1.81K 0.33% 21
2023
Q4 		$371K Sell
2,486
-207
-8% -$31.3K 0.34% 22
2023
Q3 		$454K Buy
2,693
+1
+0% +$162 0.46% 19
2023
Q2 		$424K Sell
2,692
-12
-0.4% -$1.92K 0.4% 19
2023
Q1 		$441K Sell
2,704
-627
-19% -$105K 0.39% 17
2022
Q4 		$598K Buy
3,331
+47
+1% +$8.2K 0.55% 12
2022
Q3 		$472K Buy
3,284
+544
+20% +$83K 0.45% 14
2022
Q2 		$397K Buy
2,740
+116
+4% +$19.2K 0.37% 17
2022
Q1 		$427K Sell
2,624
-1,129
-30% -$162K 0.47% 11
2021
Q4 		$440K Buy
+3,753
New +$426K 0.45% 13

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Schubert & Co's CVX Position: Q2 2026 in Review

Schubert & Co reduced its Chevron (CVX) stake by 1.6% in Q2 2026, selling an estimated $8.75K and leaving 2,803 shares worth $465K. The position accounts for 0.32% of the portfolio, ranked #45.

Schubert & Co first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $598K in Q4 2022. 2,549 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Schubert & Co held 2,803 shares of Chevron worth $465K as of Q2 2026.
  • Schubert & Co sold 47 Chevron shares in Q2 2026, an estimated $8.75K.
  • Chevron made up 0.32% of Schubert & Co's portfolio in Q2 2026, its #45 holding.
  • Schubert & Co first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Schubert & Co's Chevron position peaked at $598K in Q4 2022.
  • 2,549 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Schubert & Co's 13F filing for Q2 2026, filed 30 Jul 2026.