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Syverson Strege & Co’s Chevron CVX Stock Holding History

Syverson Strege & Co’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 		$759K Sell
4,579
-164
-3% -$30.5K 0.17% 61
2026
Q1 		$981K Buy
4,743
+1,021
+27% +$186K 0.24% 42
2025
Q4 		$567K Sell
3,722
-106
-3% -$16.1K 0.13% 64
2025
Q3 		$594K Sell
3,828
-284
-7% -$44K 0.14% 63
2025
Q2 		$589K Buy
4,112
+2,916
+244% +$411K 0.14% 66
2025
Q1 		$200K Buy
+1,196
New +$187K 0.06% 78
2023
Q2 		– Sell
-964
Closed -$157K – 195
2023
Q1 		$157K Buy
964
+28
+3% +$4.69K 0.07% 69
2022
Q4 		$168K Sell
936
-33
-3% -$5.76K 0.08% 70
2022
Q3 		$139K Buy
969
+1
+0.1% +$153 0.07% 74
2022
Q2 		$140K Sell
968
-423
-30% -$69.9K 0.05% 81
2022
Q1 		$227K Buy
1,391
+1
+0.1% +$143 0.25% 55
2021
Q4 		$163K Buy
1,390
+37
+3% +$4.2K 0.12% 74
2021
Q3 		$137K Buy
1,353
+2
+0.1% +$199 0.11% 83
2021
Q2 		$141K Buy
1,351
+426
+46% +$45K 0.13% 76
2021
Q1 		$97K Buy
925
+1
+0.1% +$98 0.1% 89
2020
Q4 		$78K Buy
+924
New +$74.8K 0.07% 94

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

Syverson Strege & Co's CVX Position: Q2 2026 in Review

Syverson Strege & Co reduced its Chevron (CVX) stake by 3.5% in Q2 2026, selling an estimated $30.5K and leaving 4,579 shares worth $759K. The position accounts for 0.17% of the portfolio, ranked #61.

Syverson Strege & Co first reported a position in CVX in Q4 2020 and has held it in 16 quarters since. The position peaked at $981K in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Syverson Strege & Co held 4,579 shares of Chevron worth $759K as of Q2 2026.
  • Syverson Strege & Co sold 164 Chevron shares in Q2 2026, an estimated $30.5K.
  • Chevron made up 0.17% of Syverson Strege & Co's portfolio in Q2 2026, its #61 holding.
  • Syverson Strege & Co first reported a position in Chevron in Q4 2020 and has held it in 16 quarters since.
  • Syverson Strege & Co's Chevron position peaked at $981K in Q1 2026.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.