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Shulman DeMeo Asset Management’s Chevron CVX Stock Holding History

Shulman DeMeo 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
Q3 		$1.7M Sell
8,248
-142
-2% -$28K 0.34% 24
2026
Q2 		$1.39M Sell
8,390
-293
-3% -$54.5K 0.26% 30
2026
Q1 		$1.8M Buy
8,683
+1
+0% +$182 0.38% 22
2025
Q4 		$1.32M Sell
8,682
-99
-1% -$15.1K 0.3% 26
2025
Q3 		$1.36M Buy
8,781
+48
+0.5% +$7.43K 0.31% 23
2025
Q2 		$1.25M Sell
8,733
-204
-2% -$28.8K 0.31% 23
2025
Q1 		$1.5M Buy
8,937
+57
+0.6% +$8.92K 0.42% 20
2024
Q4 		$1.29M Sell
8,880
-771
-8% -$118K 0.35% 22
2024
Q3 		$1.42M Buy
9,651
+34
+0.4% +$5.06K 0.35% 22
2024
Q2 		$1.5M Buy
9,617
+58
+0.6% +$9.25K 0.39% 19
2024
Q1 		$1.51M Sell
9,559
-8
-0.1% -$1.21K 0.4% 21
2023
Q4 		$1.43M Buy
9,567
+71
+0.7% +$10.7K 0.4% 18
2023
Q3 		$1.6M Sell
9,496
-792
-8% -$128K 0.53% 15
2023
Q2 		$1.62M Sell
10,288
-387
-4% -$62K 0.48% 16
2023
Q1 		$1.74M Buy
10,675
+10
+0.1% +$1.68K 0.55% 16
2022
Q4 		$1.91M Sell
10,665
-345
-3% -$60.2K 0.64% 13
2022
Q3 		$1.58M Sell
11,010
-95
-0.9% -$14.5K 0.56% 15
2022
Q2 		$1.61M Buy
11,105
+23
+0.2% +$3.8K 0.53% 18
2022
Q1 		$1.8M Buy
11,082
+411
+4% +$58.9K 0.5% 17
2021
Q4 		$1.25M Sell
10,671
-220
-2% -$25K 0.33% 32
2021
Q3 		$1.1M Buy
+10,891
New +$1.09M 0.96% 20
2021
Q2 		– Sell
-11,133
Closed -$1.17M – 77
2021
Q1 		$1.17M Buy
11,133
+2,214
+25% +$216K 0.32% 36
2020
Q4 		$753K Sell
8,919
-2,418
-21% -$196K 0.21% 51
2020
Q3 		$816K Sell
11,337
-75
-0.7% -$6.31K 0.27% 40
2020
Q2 		$1.02M Sell
11,412
-497
-4% -$44.5K 0.39% 28
2020
Q1 		$863K Sell
11,909
-114
-0.9% -$11.3K 0.4% 30
2019
Q4 		$1.45M Buy
12,023
+225
+2% +$26.5K 0.5% 21
2019
Q3 		$1.4M Buy
11,798
+90
+0.8% +$10.9K 0.47% 25
2019
Q2 		$1.46M Buy
11,708
+334
+3% +$40.4K 0.54% 20
2019
Q1 		$1.4M Buy
+11,374
New +$1.35M 0.53% 22

Other funds holding CVX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Shulman DeMeo Asset Management's CVX Position: Q3 2026 in Review

Shulman DeMeo Asset Management reduced its Chevron (CVX) stake by 1.7% in Q3 2026, selling an estimated $28K and leaving 8,248 shares worth $1.7M. The position accounts for 0.34% of the portfolio, ranked #24.

Shulman DeMeo Asset Management first reported a position in CVX in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.91M in Q4 2022. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Shulman DeMeo Asset Management held 8,248 shares of Chevron worth $1.7M as of Q3 2026.
  • Shulman DeMeo Asset Management sold 142 Chevron shares in Q3 2026, an estimated $28K.
  • Chevron made up 0.34% of Shulman DeMeo Asset Management's portfolio in Q3 2026, its #24 holding.
  • Shulman DeMeo Asset Management first reported a position in Chevron in Q1 2019 and has held it in 30 quarters since.
  • Shulman DeMeo Asset Management's Chevron position peaked at $1.91M in Q4 2022.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.