TCP Asset Management’s Chevron CVX Stock Holding History

TCP Asset 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	$639K	Sell	3,852 -5	-0.1%	-$931	0.07%	71
2026 Q1	$798K	Sell	3,857 -2	-0.1%	-$365	0.1%	58
2025 Q4	$588K	Sell	3,859 -611	-14%	-$93.1K	0.1%	47
2025 Q3	$694K	Buy	4,470 +783	+21%	+$121K	0.12%	44
2025 Q2	$528K	Buy	3,687 +199	+6%	+$28.1K	0.1%	44
2025 Q1	$584K	Buy	3,488 +30	+0.9%	+$4.7K	0.13%	41
2024 Q4	$501K	Sell	3,458 -270	-7%	-$41.3K	0.11%	48
2024 Q3	$549K	Hold	3,728	–	–	0.13%	43
2024 Q2	$583K	Hold	3,728	–	–	0.15%	40
2024 Q1	$588K	Buy	3,728 +113	+3%	+$17.1K	0.16%	40
2023 Q4	$539K	Hold	3,615	–	–	0.2%	41
2023 Q3	$610K	Sell	3,615 -14	-0.4%	-$2.26K	0.26%	38
2023 Q2	$571K	Hold	3,629	–	–	0.24%	38
2023 Q1	$592K	Sell	3,629 -377	-9%	-$63.2K	0.33%	36
2022 Q4	$719K	Buy	+4,006	New	+$699K	0.56%	29

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

TCP Asset Management's CVX Position: Q2 2026 in Review

TCP Asset Management reduced its Chevron (CVX) stake by 0.13% in Q2 2026, selling an estimated $931 and leaving 3,852 shares worth $639K. The position accounts for 0.07% of the portfolio, ranked #71.

TCP Asset Management first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $798K in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

TCP Asset Management held 3,852 shares of Chevron worth $639K as of Q2 2026.
TCP Asset Management sold 5 Chevron shares in Q2 2026, an estimated $931.
Chevron made up 0.07% of TCP Asset Management's portfolio in Q2 2026, its #71 holding.
TCP Asset Management first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
TCP Asset Management's Chevron position peaked at $798K in Q1 2026.
2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on TCP Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.