Secure Asset Management’s Chevron CVX Stock Holding History

Secure Asset 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	$2.7M	Buy	16,290 +494	+3%	+$91.9K	0.38%	71
2026 Q1	$3.27M	Sell	15,796 -1,941	-11%	-$354K	0.52%	52
2025 Q4	$2.7M	Buy	17,737 +653	+4%	+$99.5K	0.42%	62
2025 Q3	$2.64M	Buy	17,084 +2,813	+20%	+$436K	0.44%	65
2025 Q2	$2.04M	Sell	14,271 -3,715	-21%	-$524K	0.38%	74
2025 Q1	$3.01M	Buy	17,986 +1,046	+6%	+$164K	0.6%	41
2024 Q4	$2.45M	Buy	16,940 +2,662	+19%	+$407K	0.37%	62
2024 Q3	$2.1M	Buy	14,278 +2,527	+22%	+$376K	0.35%	60
2024 Q2	$1.84M	Sell	11,751 -21	-0.2%	-$3.35K	0.35%	62
2024 Q1	$1.86M	Sell	11,772 -773	-6%	-$117K	0.44%	49
2023 Q4	$1.87M	Buy	12,545 +102	+0.8%	+$15.4K	0.5%	47
2023 Q3	$2.1M	Sell	12,443 -1,725	-12%	-$279K	0.63%	33
2023 Q2	$2.23M	Buy	14,168 +1,226	+9%	+$197K	0.68%	32
2023 Q1	$2.11M	Buy	12,942 +567	+5%	+$95.1K	0.7%	31
2022 Q4	$2.22M	Buy	12,375 +5,652	+84%	+$986K	0.8%	28
2022 Q3	$966K	Buy	6,723 +1,087	+19%	+$166K	0.54%	32
2022 Q2	$816K	Buy	5,636 +1,254	+29%	+$207K	0.45%	41
2022 Q1	$713K	Buy	4,382 +593	+16%	+$85K	0.32%	61
2021 Q4	$445K	Buy	3,789 +1,183	+45%	+$134K	0.18%	97
2021 Q3	$264K	Sell	2,606 -105	-4%	-$10.5K	0.13%	143
2021 Q2	$284K	Sell	2,711 -1,250	-32%	-$132K	0.14%	137
2021 Q1	$415K	Buy	3,961 +979	+33%	+$95.6K	0.23%	98
2020 Q4	$252K	Sell	2,982 -542	-15%	-$43.9K	0.15%	129
2020 Q3	$254K	Sell	3,524 -2,884	-45%	-$243K	0.17%	115
2020 Q2	$572K	Buy	6,408 +2,921	+84%	+$262K	0.4%	70
2020 Q1	$253K	Sell	3,487 -1,561	-31%	-$154K	0.27%	83
2019 Q4	$608K	Buy	+5,048	New	+$595K	0.43%	62

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

Secure Asset Management's CVX Position: Q2 2026 in Review

Secure Asset Management increased its Chevron (CVX) stake by 3.1% in Q2 2026, buying an estimated $91.9K and bringing the position to 16,290 shares worth $2.7M. The position accounts for 0.38% of the portfolio, ranked #71.

Secure Asset Management first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.27M in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Secure Asset Management held 16,290 shares of Chevron worth $2.7M as of Q2 2026.
Secure Asset Management bought 494 Chevron shares in Q2 2026, an estimated $91.9K.
Chevron made up 0.38% of Secure Asset Management's portfolio in Q2 2026, its #71 holding.
Secure Asset Management first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
Secure Asset Management's Chevron position peaked at $3.27M in Q1 2026.
2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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