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Studio Investment Management’s Chevron CVX Stock Holding History

Studio Investment Management’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 		$3.34M Sell
20,165
-103
-0.5% -$19.2K 0.56% 36
2026
Q1 		$4.19M Sell
20,268
-139
-0.7% -$25.3K 0.76% 33
2025
Q4 		$3.11M Buy
20,407
+63
+0.3% +$9.6K 0.57% 38
2025
Q3 		$3.16M Buy
20,344
+27
+0.1% +$4.18K 0.6% 38
2025
Q2 		$2.91M Buy
20,317
+4
+0% +$564 0.58% 39
2025
Q1 		$3.4M Buy
20,313
+23
+0.1% +$3.6K 0.7% 36
2024
Q4 		$2.94M Sell
20,290
-196
-1% -$30K 0.62% 44
2024
Q3 		$3.02M Buy
20,486
+184
+0.9% +$27.4K 0.63% 44
2024
Q2 		$3.18M Sell
20,302
-574
-3% -$91.5K 0.72% 42
2024
Q1 		$3.29M Sell
20,876
-367
-2% -$55.4K 0.78% 41
2023
Q4 		$3.17M Buy
21,243
+1,128
+6% +$171K 0.81% 40
2023
Q3 		$3.39M Buy
20,115
+2,370
+13% +$383K 0.95% 33
2023
Q2 		$2.79M Buy
17,745
+1,712
+11% +$274K 0.78% 36
2023
Q1 		$2.62M Sell
16,033
-816
-5% -$137K 0.79% 37
2022
Q4 		$3.02M Sell
16,849
-321
-2% -$56K 0.98% 33
2022
Q3 		$2.47M Buy
17,170
+515
+3% +$78.5K 0.89% 30
2022
Q2 		$2.41M Sell
16,655
-425
-2% -$70.3K 0.84% 33
2022
Q1 		$2.78M Sell
17,080
-85
-0.5% -$12.2K 0.92% 30
2021
Q4 		$2.01M Buy
17,165
+610
+4% +$69.3K 0.73% 51
2021
Q3 		$1.68M Buy
+16,555
New +$1.65M 0.72% 45

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Studio Investment Management's CVX Position: Q2 2026 in Review

Studio Investment Management reduced its Chevron (CVX) stake by 0.51% in Q2 2026, selling an estimated $19.2K and leaving 20,165 shares worth $3.34M. The position accounts for 0.56% of the portfolio, ranked #36.

Studio Investment Management first reported a position in CVX in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.19M in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Studio Investment Management held 20,165 shares of Chevron worth $3.34M as of Q2 2026.
  • Studio Investment Management sold 103 Chevron shares in Q2 2026, an estimated $19.2K.
  • Chevron made up 0.56% of Studio Investment Management's portfolio in Q2 2026, its #36 holding.
  • Studio Investment Management first reported a position in Chevron in Q3 2021 and has held it in 20 quarters since.
  • Studio Investment Management's Chevron position peaked at $4.19M in Q1 2026.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.