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Squire Investment Management Company’s Chevron CVX Stock Holding History

Squire Investment Management Company’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 		$288K Buy
1,739
+87
+5% +$16.2K 0.07% 75
2026
Q1 		$342K Buy
1,652
+10
+0.6% +$1.82K 0.1% 58
2025
Q4 		$250K Sell
1,642
-76
-4% -$11.6K 0.08% 66
2025
Q3 		$267K Buy
1,718
+49
+3% +$7.59K 0.09% 62
2025
Q2 		$239K Sell
1,669
-62
-4% -$8.74K 0.09% 64
2025
Q1 		$290K Buy
1,731
+48
+3% +$7.51K 0.12% 54
2024
Q4 		$244K Buy
1,683
+268
+19% +$41K 0.11% 62
2024
Q3 		$208K Buy
+1,415
New +$211K 0.1% 61

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 22.94% 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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Squire Investment Management Company's CVX Position: Q2 2026 in Review

Squire Investment Management Company increased its Chevron (CVX) stake by 5.3% in Q2 2026, buying an estimated $16.2K and bringing the position to 1,739 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #75.

Squire Investment Management Company first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. The position peaked at $342K in Q1 2026. 2,341 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Squire Investment Management Company held 1,739 shares of Chevron worth $288K as of Q2 2026.
  • Squire Investment Management Company bought 87 Chevron shares in Q2 2026, an estimated $16.2K.
  • Chevron made up 0.07% of Squire Investment Management Company's portfolio in Q2 2026, its #75 holding.
  • Squire Investment Management Company first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
  • Squire Investment Management Company's Chevron position peaked at $342K in Q1 2026.
  • 2,341 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.