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Symmetry Partners’s Chevron CVX Stock Holding History

Symmetry Partners’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 		$916K Buy
5,525
+1,400
+34% +$261K 0.05% 90
2026
Q1 		$853K Buy
4,125
+814
+25% +$148K 0.05% 84
2025
Q4 		$505K Sell
3,311
-86
-3% -$13.1K 0.03% 100
2025
Q3 		$528K Buy
+3,397
New +$526K 0.06% 88
2025
Q2 		– Sell
-1,334
Closed -$223K – 150
2025
Q1 		$223K Sell
1,334
-437
-25% -$68.4K 0.03% 124
2024
Q4 		$256K Buy
1,771
+109
+7% +$16.7K 0.04% 111
2024
Q3 		$245K Sell
1,662
-10,822
-87% -$1.61M 0.06% 76
2024
Q2 		$1.95M Sell
12,484
-1,541
-11% -$246K 0.1% 85
2024
Q1 		$2.21M Sell
14,025
-2,226
-14% -$336K 0.17% 83
2023
Q4 		$2.43M Sell
16,251
-25,846
-61% -$3.91M 0.13% 72
2023
Q3 		$7.1M Sell
42,097
-9,076
-18% -$1.47M 0.38% 53
2023
Q2 		$8.05M Sell
51,173
-5,415
-10% -$868K 0.43% 50
2023
Q1 		$9.23M Buy
56,588
+8,468
+18% +$1.42M 0.51% 44
2022
Q4 		$8.64M Buy
48,120
+128
+0.3% +$22.3K 0.51% 41
2022
Q3 		$6.89M Buy
47,992
+6,150
+15% +$938K 0.46% 42
2022
Q2 		$6.06M Buy
41,842
+2,533
+6% +$419K 0.41% 42
2022
Q1 		$6.4M Buy
39,309
+2,076
+6% +$298K 0.4% 40
2021
Q4 		$4.37M Buy
37,233
+22,960
+161% +$2.61M 0.28% 47
2021
Q3 		$1.51M Hold
14,273
– – 0.1% 135
2021
Q2 		$1.5M Hold
14,273
– – 0.1% 143
2021
Q1 		$1.5M Sell
14,273
-34
-0.2% -$3.32K 0.11% 131
2020
Q4 		$1.21M Sell
14,307
-403
-3% -$32.6K 0.09% 149
2020
Q3 		$1.06M Buy
+14,710
New +$1.24M 0.09% 153
2020
Q1 		– Sell
-11,173
Closed -$1.35M – 298
2019
Q4 		$1.35M Sell
11,173
-5,979
-35% -$704K 0.28% 49
2019
Q3 		$2.03M Buy
17,152
+8,141
+90% +$989K 0.42% 37
2019
Q2 		$1.12M Sell
9,011
-11,877
-57% -$1.44M 0.23% 63
2019
Q1 		$2.57M Buy
20,888
+9,324
+81% +$1.1M 0.44% 34
2018
Q4 		$1.26M Buy
+11,564
New +$1.34M 0.32% 48

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Symmetry Partners's CVX Position: Q2 2026 in Review

Symmetry Partners increased its Chevron (CVX) stake by 34% in Q2 2026, buying an estimated $261K and bringing the position to 5,525 shares worth $916K. The position accounts for 0.05% of the portfolio, ranked #90.

Symmetry Partners first reported a position in CVX in Q4 2018 and has held it in 28 quarters since. The position peaked at $9.23M in Q1 2023. 1,943 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Symmetry Partners held 5,525 shares of Chevron worth $916K as of Q2 2026.
  • Symmetry Partners bought 1,400 Chevron shares in Q2 2026, an estimated $261K.
  • Chevron made up 0.05% of Symmetry Partners's portfolio in Q2 2026, its #90 holding.
  • Symmetry Partners first reported a position in Chevron in Q4 2018 and has held it in 28 quarters since.
  • Symmetry Partners's Chevron position peaked at $9.23M in Q1 2023.
  • 1,943 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.