Shepherd Street Advisors’s Chevron CVX Stock Holding History

Shepherd Street Advisors’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	$780K	Sell	4,293 -747	-15%	-$139K	0.68%	41
2026 Q1	$1.04M	Sell	5,040 -176	-3%	-$32.1K	1.03%	34
2025 Q4	$795K	Buy	+5,216	New	+$794K	0.76%	40

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

Shepherd Street Advisors's CVX Position: Q2 2026 in Review

Shepherd Street Advisors reduced its Chevron (CVX) stake by 15% in Q2 2026, selling an estimated $139K and leaving 4,293 shares worth $780K. The position accounts for 0.68% of the portfolio, ranked #41.

Shepherd Street Advisors first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.04M in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Shepherd Street Advisors held 4,293 shares of Chevron worth $780K as of Q2 2026.
Shepherd Street Advisors sold 747 Chevron shares in Q2 2026, an estimated $139K.
Chevron made up 0.68% of Shepherd Street Advisors's portfolio in Q2 2026, its #41 holding.
Shepherd Street Advisors first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
Shepherd Street Advisors's Chevron position peaked at $1.04M in Q1 2026.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Shepherd Street Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.