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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
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

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Shulman DeMeo Asset Management's CVX Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its Chevron (CVX) stake by 3.4% in Q2 2026, selling an estimated $54.5K and leaving 8,390 shares worth $1.39M. The position accounts for 0.26% of the portfolio, ranked #30.

Shulman DeMeo Asset Management first reported a position in CVX in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.91M in Q4 2022. 2,606 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Shulman DeMeo Asset Management held 8,390 shares of Chevron worth $1.39M as of Q2 2026.
  • Shulman DeMeo Asset Management sold 293 Chevron shares in Q2 2026, an estimated $54.5K.
  • Chevron made up 0.26% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #30 holding.
  • Shulman DeMeo Asset Management first reported a position in Chevron in Q1 2019 and has held it in 29 quarters since.
  • Shulman DeMeo Asset Management's Chevron position peaked at $1.91M in Q4 2022.
  • 2,606 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.