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Ted Buchan & Co’s Chevron CVX Stock Holding History

Ted Buchan & 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 		$319K Sell
1,926
-323
-14% -$60.1K 0.1% 76
2026
Q1 		$465K Buy
2,249
+740
+49% +$135K 0.17% 63
2025
Q4 		$230K Buy
+1,509
New +$230K 0.08% 85

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Ted Buchan & Co's CVX Position: Q2 2026 in Review

Ted Buchan & Co reduced its Chevron (CVX) stake by 14% in Q2 2026, selling an estimated $60.1K and leaving 1,926 shares worth $319K. The position accounts for 0.1% of the portfolio, ranked #76.

Ted Buchan & Co first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $465K in Q1 2026. 2,472 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Ted Buchan & Co held 1,926 shares of Chevron worth $319K as of Q2 2026.
  • Ted Buchan & Co sold 323 Chevron shares in Q2 2026, an estimated $60.1K.
  • Chevron made up 0.1% of Ted Buchan & Co's portfolio in Q2 2026, its #76 holding.
  • Ted Buchan & Co first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Ted Buchan & Co's Chevron position peaked at $465K in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.