Successful Portfolios’s Chevron CVX Stock Holding History

Successful Portfolios’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	$818K	Sell	4,673 -1	-0%	-$186	0.38%	58
2026 Q1	$977K	Sell	4,674 -111	-2%	-$20.2K	0.54%	49
2025 Q4	$776K	Buy	4,785 +127	+3%	+$19.3K	0.4%	59
2025 Q3	$723K	Buy	4,658 +1,162	+33%	+$180K	0.42%	52
2025 Q2	$501K	Buy	3,496 +63	+2%	+$8.88K	0.31%	66
2025 Q1	$574K	Buy	3,433 +96	+3%	+$15K	0.39%	57
2024 Q4	$483K	Hold	3,337	–	–	0.32%	63
2024 Q3	$491K	Buy	3,337 +32	+1%	+$4.76K	0.33%	63
2024 Q2	$517K	Sell	3,305 -930	-22%	-$148K	0.36%	58
2024 Q1	$668K	Sell	4,235 -662	-14%	-$99.9K	0.46%	51
2023 Q4	$730K	Buy	4,897 +671	+16%	+$101K	0.55%	48
2023 Q3	$713K	Buy	4,226 +53	+1%	+$8.56K	0.63%	42
2023 Q2	$657K	Sell	4,173 -1,430	-26%	-$229K	0.57%	43
2023 Q1	$914K	Sell	5,603 -183	-3%	-$30.7K	0.57%	46
2022 Q4	$1.04M	Buy	5,786 +396	+7%	+$69.1K	0.68%	40
2022 Q3	$774K	Sell	5,390 -25	-0.5%	-$3.81K	0.56%	48
2022 Q2	$784K	Buy	5,415 +135	+3%	+$22.3K	0.53%	48
2022 Q1	$860K	Buy	5,280 +26	+0.5%	+$3.73K	0.49%	48
2021 Q4	$617K	Buy	5,254 +3	+0.1%	+$341	0.34%	70
2021 Q3	$533K	Buy	5,251 +655	+14%	+$65.3K	0.32%	80
2021 Q2	$481K	Buy	4,596 +40	+0.9%	+$4.22K	0.29%	93
2021 Q1	$477K	Buy	4,556 +115	+3%	+$11.2K	0.31%	88
2020 Q4	$375K	Buy	4,441 +661	+17%	+$53.5K	0.27%	103
2020 Q3	$272K	Buy	3,780 +687	+22%	+$57.8K	0.22%	126
2020 Q2	$276K	Sell	3,093 -41	-1%	-$3.67K	0.24%	115
2020 Q1	$227K	Sell	3,134 -519	-14%	-$51.3K	0.23%	116
2019 Q4	$440K	Sell	3,653 -131	-3%	-$15.4K	0.39%	67
2019 Q3	$449K	Buy	3,784 +58	+2%	+$7.04K	0.42%	67
2019 Q2	$464K	Sell	3,726 -160	-4%	-$19.3K	0.5%	60
2019 Q1	$479K	Sell	3,886 -12	-0.3%	-$1.42K	0.52%	58
2018 Q4	$424K	Sell	3,898 -87	-2%	-$10.1K	0.54%	58
2018 Q3	$487K	Sell	3,985 -2	-0.1%	-$243	0.53%	56
2018 Q2	$504K	Sell	3,987 -32	-0.8%	-$3.97K	0.59%	49
2018 Q1	$458K	Buy	4,019 +72	+2%	+$8.61K	0.56%	57
2017 Q4	$494K	Buy	+3,947	New	+$468K	0.61%	49

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Successful Portfolios's CVX Position: Q2 2026 in Review

Successful Portfolios reduced its Chevron (CVX) stake by 0.02% in Q2 2026, selling an estimated $186 and leaving 4,673 shares worth $818K. The position accounts for 0.38% of the portfolio, ranked #58.

Successful Portfolios first reported a position in CVX in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.04M in Q4 2022. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Successful Portfolios held 4,673 shares of Chevron worth $818K as of Q2 2026.
Successful Portfolios sold 1 Chevron share in Q2 2026, an estimated $186.
Chevron made up 0.38% of Successful Portfolios's portfolio in Q2 2026, its #58 holding.
Successful Portfolios first reported a position in Chevron in Q4 2017 and has held it in 35 quarters since.
Successful Portfolios's Chevron position peaked at $1.04M in Q4 2022.
1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.