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Spinnaker Investment Group’s Chevron CVX Stock Holding History

Spinnaker Investment 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 		$566K Buy
3,415
+1,148
+51% +$214K 0.09% 88
2026
Q1 		$469K Buy
2,267
+56
+3% +$10.2K 0.1% 84
2025
Q4 		$337K Sell
2,211
-47
-2% -$7.16K 0.06% 121
2025
Q3 		$351K Buy
+2,258
New +$350K 0.07% 115
2025
Q2 		– Sell
-2,294
Closed -$384K – 102
2025
Q1 		$384K Sell
2,294
-126
-5% -$19.7K 0.09% 71
2024
Q4 		$351K Buy
2,420
+193
+9% +$29.5K 0.08% 69
2024
Q3 		$328K Buy
2,227
+51
+2% +$7.59K 0.08% 68
2024
Q2 		$340K Sell
2,176
-30
-1% -$4.78K 0.09% 63
2024
Q1 		$348K Buy
2,206
+139
+7% +$21K 0.1% 66
2023
Q4 		$308K Buy
2,067
+107
+5% +$16.2K 0.09% 67
2023
Q3 		$330K Hold
1,960
– – 0.11% 64
2023
Q2 		$308K Buy
1,960
+29
+2% +$4.65K 0.1% 67
2023
Q1 		$315K Sell
1,931
-64
-3% -$10.7K 0.11% 67
2022
Q4 		$358K Buy
1,995
+300
+18% +$52.4K 0.13% 63
2022
Q3 		$244K Buy
1,695
+100
+6% +$15.3K 0.1% 71
2022
Q2 		$231K Sell
1,595
-516
-24% -$85.3K 0.09% 68
2022
Q1 		$346K Sell
2,111
-94
-4% -$13.5K 0.11% 62
2021
Q4 		$285K Buy
+2,205
New +$250K 0.1% 76

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Spinnaker Investment Group's CVX Position: Q2 2026 in Review

Spinnaker Investment Group increased its Chevron (CVX) stake by 51% in Q2 2026, buying an estimated $214K and bringing the position to 3,415 shares worth $566K. The position accounts for 0.09% of the portfolio, ranked #88.

Spinnaker Investment Group first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. 2,445 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Spinnaker Investment Group held 3,415 shares of Chevron worth $566K as of Q2 2026.
  • Spinnaker Investment Group bought 1,148 Chevron shares in Q2 2026, an estimated $214K.
  • Chevron made up 0.09% of Spinnaker Investment Group's portfolio in Q2 2026, its #88 holding.
  • Spinnaker Investment Group first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
  • 2,445 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.