Slocum, Gordon & Co’s Chevron CVX Stock Holding History

Slocum, Gordon & 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	$402K	Buy	2,428 +4	+0.2%	+$745	0.27%	46
2026 Q1	$502K	Hold	2,424	–	–	0.34%	42
2025 Q4	$369K	Buy	2,424 +924	+62%	+$141K	0.27%	47
2025 Q3	$233K	Hold	1,500	–	–	0.19%	53
2025 Q2	$215K	Sell	1,500 -47	-3%	-$6.63K	0.17%	54
2025 Q1	$259K	Hold	1,547	–	–	0.19%	49
2024 Q4	$224K	Hold	1,547	–	–	0.18%	51
2024 Q3	$228K	Hold	1,547	–	–	0.09%	55
2024 Q2	$242K	Hold	1,547	–	–	0.18%	48
2024 Q1	$244K	Hold	1,547	–	–	0.18%	50
2023 Q4	$231K	Buy	1,547 +200	+15%	+$30.2K	0.2%	48
2023 Q3	$227K	Hold	1,347	–	–	0.2%	46
2023 Q2	$212K	Hold	1,347	–	–	0.15%	48
2023 Q1	$220K	Hold	1,347	–	–	0.18%	46
2022 Q4	$242K	Buy	+1,347	New	+$235K	0.16%	46

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Slocum, Gordon & Co's CVX Position: Q2 2026 in Review

Slocum, Gordon & Co increased its Chevron (CVX) stake by 0.17% in Q2 2026, buying an estimated $745 and bringing the position to 2,428 shares worth $402K. The position accounts for 0.27% of the portfolio, ranked #46.

Slocum, Gordon & Co first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $502K in Q1 2026. 1,688 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Slocum, Gordon & Co held 2,428 shares of Chevron worth $402K as of Q2 2026.
Slocum, Gordon & Co bought 4 Chevron shares in Q2 2026, an estimated $745.
Chevron made up 0.27% of Slocum, Gordon & Co's portfolio in Q2 2026, its #46 holding.
Slocum, Gordon & Co first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
Slocum, Gordon & Co's Chevron position peaked at $502K in Q1 2026.
1,688 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.