Spirit of America Management Corp’s Chevron CVX Stock Holding History

Spirit of America Management Corp’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	$6.76M	Sell	40,788 -1,300	-3%	-$242K	1.27%	19
2026 Q1	$8.71M	Sell	42,088 -250	-0.6%	-$45.6K	1.72%	10
2025 Q4	$6.45M	Sell	42,338 -1,000	-2%	-$152K	1.37%	14
2025 Q3	$6.73M	Sell	43,338 -5,052	-10%	-$782K	1.35%	17
2025 Q2	$6.93M	Sell	48,390 -15,200	-24%	-$2.14M	1.44%	14
2025 Q1	$10.6M	Sell	63,590 -9,900	-13%	-$1.55M	2.15%	7
2024 Q4	$10.6M	Sell	73,490 -7,100	-9%	-$1.09M	2.16%	7
2024 Q3	$11.9M	Sell	80,590 -3,000	-4%	-$447K	2.37%	5
2024 Q2	$13.1M	Sell	83,590 -7,300	-8%	-$1.16M	2.65%	6
2024 Q1	$14.3M	Sell	90,890 -5,800	-6%	-$875K	2.89%	7
2023 Q4	$14.4M	Hold	96,690	–	–	3.16%	6
2023 Q3	$16.3M	Sell	96,690 -2,350	-2%	-$380K	3.68%	2
2023 Q2	$15.6M	Sell	99,040 -10,100	-9%	-$1.62M	3.51%	2
2023 Q1	$17.8M	Sell	109,140 -1,200	-1%	-$201K	3.98%	1
2022 Q4	$19.8M	Sell	110,340 -3,900	-3%	-$681K	4.45%	1
2022 Q3	$16.4M	Hold	114,240	–	–	3.89%	1
2022 Q2	$16.5M	Sell	114,240 -2,500	-2%	-$413K	3.76%	2
2022 Q1	$19M	Sell	116,740 -2,600	-2%	-$373K	3.72%	1
2021 Q4	$14M	Sell	119,340 -1,250	-1%	-$142K	2.81%	5
2021 Q3	$12.2M	Hold	120,590	–	–	2.63%	4
2021 Q2	$12.6M	Hold	120,590	–	–	2.7%	4
2021 Q1	$12.6M	Sell	120,590 -650	-0.5%	-$63.5K	2.99%	3
2020 Q4	$10.2M	Sell	121,240 -1,550	-1%	-$125K	2.56%	8
2020 Q3	$8.84M	Buy	122,790 +4,200	+4%	+$353K	2.41%	8
2020 Q2	$10.6M	Buy	118,590 +32,850	+38%	+$2.94M	2.72%	7
2020 Q1	$6.21M	Sell	85,740 -2,655	-3%	-$262K	2%	10
2019 Q4	$10.7M	Sell	88,395 -570	-0.6%	-$67.1K	1.86%	14
2019 Q3	$10.6M	Sell	88,965 -1,210	-1%	-$147K	1.71%	16
2019 Q2	$11.2M	Buy	90,175 +31,015	+52%	+$3.75M	1.69%	17
2019 Q1	$7.29M	Hold	59,160	–	–	1.07%	29
2018 Q4	$6.44M	Buy	59,160 +8,475	+17%	+$982K	1.02%	30
2018 Q3	$6.2M	Buy	50,685 +17,000	+50%	+$2.06M	0.77%	38
2018 Q2	$4.26M	Buy	33,685 +5,125	+18%	+$636K	0.53%	52
2018 Q1	$3.26M	Buy	28,560 +20,300	+246%	+$2.43M	0.43%	57
2017 Q4	$1.03M	Hold	8,260	–	–	0.11%	134
2017 Q3	$971K	Hold	8,260	–	–	0.1%	141
2017 Q2	$862K	Hold	8,260	–	–	0.09%	141
2017 Q1	$887K	Buy	8,260 +660	+9%	+$74K	0.09%	137
2016 Q4	$895K	Hold	7,600	–	–	0.1%	139
2016 Q3	$782K	Buy	7,600 +1,000	+15%	+$102K	0.1%	146
2016 Q2	$692K	Hold	6,600	–	–	0.1%	149
2016 Q1	$630K	Hold	6,600	–	–	0.11%	158
2015 Q4	$594K	Buy	6,600 +2,600	+65%	+$234K	0.11%	162
2015 Q3	$316K	Hold	4,000	–	–	0.07%	236
2015 Q2	$386K	Hold	4,000	–	–	0.07%	222
2015 Q1	$420K	Hold	4,000	–	–	0.09%	208
2014 Q4	$449K	Hold	4,000	–	–	0.11%	189
2014 Q3	$477K	Hold	4,000	–	–	0.15%	186
2014 Q2	$522K	Hold	4,000	–	–	0.21%	145
2014 Q1	$476K	Buy	+4,000	New	+$465K	0.2%	156
2013 Q4	–	Sell	-4,000	Closed	-$486K	–	106
2013 Q3	$486K	Hold	4,000	–	–	0.18%	166
2013 Q2	$473K	Buy	+4,000	New	+$483K	0.17%	167

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Spirit of America Management Corp's CVX Position: Q2 2026 in Review

Spirit of America Management Corp reduced its Chevron (CVX) stake by 3.1% in Q2 2026, selling an estimated $242K and leaving 40,788 shares worth $6.76M. The position accounts for 1.27% of the portfolio, ranked #19.

Spirit of America Management Corp first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.8M in Q4 2022. 2,919 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Spirit of America Management Corp held 40,788 shares of Chevron worth $6.76M as of Q2 2026.
Spirit of America Management Corp sold 1,300 Chevron shares in Q2 2026, an estimated $242K.
Chevron made up 1.27% of Spirit of America Management Corp's portfolio in Q2 2026, its #19 holding.
Spirit of America Management Corp first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
Spirit of America Management Corp's Chevron position peaked at $19.8M in Q4 2022.
2,919 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.