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Sonata Capital Group’s Chevron CVX Stock Holding History

Sonata Capital Group’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 		$312K Sell
1,885
-135
-7% -$25.1K 0.1% 101
2026
Q1 		$418K Hold
2,020
– – 0.15% 80
2025
Q4 		$308K Hold
2,020
– – 0.11% 97
2025
Q3 		$314K Hold
2,020
– – 0.12% 96
2025
Q2 		$289K Buy
2,020
+100
+5% +$14.1K 0.12% 97
2025
Q1 		$321K Hold
1,920
– – 0.14% 89
2024
Q4 		$278K Hold
1,920
– – 0.12% 95
2024
Q3 		$283K Sell
1,920
-58
-3% -$8.63K 0.12% 99
2024
Q2 		$309K Sell
1,978
-50
-2% -$7.97K 0.16% 76
2024
Q1 		$320K Hold
2,028
– – 0.15% 93
2023
Q4 		$302K Sell
2,028
-100
-5% -$15.1K 0.15% 90
2023
Q3 		$359K Hold
2,128
– – 0.19% 79
2023
Q2 		$335K Hold
2,128
– – 0.17% 82
2023
Q1 		$347K Hold
2,128
– – 0.19% 80
2022
Q4 		$382K Sell
2,128
-101
-5% -$17.6K 0.21% 71
2022
Q3 		$320K Hold
2,229
– – 0.18% 81
2022
Q2 		$323K Sell
2,229
-41
-2% -$6.78K 0.17% 81
2022
Q1 		$370K Hold
2,270
– – 0.16% 86
2021
Q4 		$266K Hold
2,270
– – 0.11% 107
2021
Q3 		$230K Sell
2,270
-819
-27% -$81.7K 0.1% 120
2021
Q2 		$324K Hold
3,089
– – 0.15% 98
2021
Q1 		$324K Sell
3,089
-179
-5% -$17.5K 0.16% 99
2020
Q4 		$276K Sell
3,268
-200
-6% -$16.2K 0.14% 106
2020
Q3 		$250K Sell
3,468
-1,280
-27% -$108K 0.15% 101
2020
Q2 		$424K Sell
4,748
-500
-10% -$44.8K 0.27% 73
2020
Q1 		$380K Buy
5,248
+741
+16% +$73.2K 0.29% 73
2019
Q4 		$543K Hold
4,507
– – 0.33% 67
2019
Q3 		$535K Buy
4,507
+350
+8% +$42.5K 0.36% 65
2019
Q2 		$517K Sell
4,157
-1,350
-25% -$163K 0.36% 64
2019
Q1 		$678K Sell
5,507
-300
-5% -$35.5K 0.5% 48
2018
Q4 		$632K Sell
5,807
-1,970
-25% -$228K 0.52% 48
2018
Q3 		$951K Sell
7,777
-100
-1% -$12.1K 0.64% 35
2018
Q2 		$996K Sell
7,877
-100
-1% -$12.4K 0.72% 31
2018
Q1 		$910K Sell
7,977
-225
-3% -$26.9K 0.67% 32
2017
Q4 		$1.03M Sell
8,202
-148
-2% -$17.6K 0.74% 30
2017
Q3 		$981K Sell
8,350
-200
-2% -$21.8K 0.73% 31
2017
Q2 		$892K Sell
8,550
-200
-2% -$21.2K 0.66% 35
2017
Q1 		$939K Hold
8,750
– – 0.71% 33
2016
Q4 		$1.03M Sell
8,750
-20
-0.2% -$2.18K 0.8% 29
2016
Q3 		$903K Hold
8,770
– – 0.73% 33
2016
Q2 		$919K Sell
8,770
-900
-9% -$90.5K 0.78% 32
2016
Q1 		$923K Sell
9,670
-750
-7% -$65.6K 0.8% 30
2015
Q4 		$937K Sell
10,420
-150
-1% -$13.5K 0.82% 30
2015
Q3 		$834K Sell
10,570
-242
-2% -$20.4K 0.77% 31
2015
Q2 		$1.04M Buy
10,812
+299
+3% +$31.4K 0.9% 27
2015
Q1 		$1.1M Hold
10,513
– – 0.97% 25
2014
Q4 		$1.18M Buy
+10,513
New +$1.19M 1.07% 23

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sonata Capital Group's CVX Position: Q2 2026 in Review

Sonata Capital Group reduced its Chevron (CVX) stake by 6.7% in Q2 2026, selling an estimated $25.1K and leaving 1,885 shares worth $312K. The position accounts for 0.1% of the portfolio, ranked #101.

Sonata Capital Group first reported a position in CVX in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.18M in Q4 2014. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sonata Capital Group held 1,885 shares of Chevron worth $312K as of Q2 2026.
  • Sonata Capital Group sold 135 Chevron shares in Q2 2026, an estimated $25.1K.
  • Chevron made up 0.1% of Sonata Capital Group's portfolio in Q2 2026, its #101 holding.
  • Sonata Capital Group first reported a position in Chevron in Q4 2014 and has held it in 47 quarters since.
  • Sonata Capital Group's Chevron position peaked at $1.18M in Q4 2014.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.