Total Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $496K | Sell |
2,522
-48
| -2% | -$8.93K | 0.05% | 45 |
|
|
2026
Q1 | $532K | Buy |
2,570
+88
| +4% | +$16K | 0.06% | 41 |
|
|
2025
Q4 | $378K | Sell |
2,482
-39
| -2% | -$5.94K | 0.05% | 51 |
|
|
2025
Q3 | $391K | Sell |
2,521
-59
| -2% | -$9.14K | 0.05% | 46 |
|
|
2025
Q2 | $369K | Buy |
2,580
+22
| +0.9% | +$3.1K | 0.05% | 44 |
|
|
2025
Q1 | $428K | Sell |
2,558
-37
| -1% | -$5.79K | 0.06% | 42 |
|
|
2024
Q4 | $376K | Buy |
2,595
+104
| +4% | +$15.9K | 0.05% | 47 |
|
|
2024
Q3 | $367K | Buy |
2,491
+69
| +3% | +$10.3K | 0.04% | 43 |
|
|
2024
Q2 | $379K | Sell |
2,422
-558
| -19% | -$89K | 0.05% | 40 |
|
|
2024
Q1 | $470K | Buy |
2,980
+28
| +0.9% | +$4.22K | 0.06% | 39 |
|
|
2023
Q4 | $440K | Sell |
2,952
-255
| -8% | -$38.6K | 0.06% | 41 |
|
|
2023
Q3 | $541K | Sell |
3,207
-81
| -2% | -$13.1K | 0.08% | 36 |
|
|
2023
Q2 | $517K | Buy |
3,288
+225
| +7% | +$36.1K | 0.07% | 37 |
|
|
2023
Q1 | $500K | Buy |
3,063
+8
| +0.3% | +$1.34K | 0.1% | 33 |
|
|
2022
Q4 | $548K | Buy |
3,055
+20
| +0.7% | +$3.49K | 0.13% | 26 |
|
|
2022
Q3 | $436K | Sell |
3,035
-1,339
| -31% | -$204K | 0.09% | 31 |
|
|
2022
Q2 | $633K | Buy |
4,374
+7
| +0.2% | +$1.16K | 0.11% | 29 |
|
|
2022
Q1 | $711K | Buy |
4,367
+25
| +0.6% | +$3.58K | 0.14% | 28 |
|
|
2021
Q4 | $509K | Buy |
4,342
+1,732
| +66% | +$197K | 0.08% | 44 |
|
|
2021
Q3 | $265K | Buy |
2,610
+11
| +0.4% | +$1.1K | 0.07% | 47 |
|
|
2021
Q2 | $272K | Buy |
+2,599
| New | +$274K | 0.05% | 47 |
|
|
2021
Q1 | – | Sell |
-2,579
| Closed | -$218K | – | 52 |
|
|
2020
Q4 | $218K | Buy |
+2,579
| New | +$209K | 0.04% | 45 |
|
|
2020
Q1 | – | Sell |
-2,654
| Closed | -$320K | – | 51 |
|
|
2019
Q4 | $320K | Sell |
2,654
-1
| -0% | -$118 | 0.06% | 38 |
|
|
2019
Q3 | $315K | Buy |
2,655
+7
| +0.3% | +$850 | 0.06% | 38 |
|
|
2019
Q2 | $316K | Buy |
2,648
+6
| +0.2% | +$726 | 0.07% | 39 |
|
|
2019
Q1 | $318K | Buy |
2,642
+15
| +0.6% | +$1.77K | 0.08% | 37 |
|
|
2018
Q4 | $315K | Buy |
2,627
+7
| +0.3% | +$811 | 0.1% | 34 |
|
|
2018
Q3 | $320K | Buy |
2,620
+6
| +0.2% | +$728 | 0.07% | 31 |
|
|
2018
Q2 | $330K | Buy |
2,614
+6
| +0.2% | +$745 | 0.08% | 27 |
|
|
2018
Q1 | $297K | Buy |
2,608
+664
| +34% | +$79.4K | 0.07% | 31 |
|
|
2017
Q4 | $243K | Hold |
1,944
| – | – | 0.07% | 33 |
|
|
2017
Q3 | $228K | Hold |
1,944
| – | – | 0.08% | 34 |
|
|
2017
Q2 | $203K | Sell |
1,944
-44
| -2% | -$4.66K | 0.07% | 38 |
|
|
2017
Q1 | $213K | Hold |
1,988
| – | – | 0.07% | 34 |
|
|
2016
Q4 | $234K | Buy |
+1,988
| New | +$216K | 0.08% | 30 |
|
Other funds holding CVX
Total Investment Management's CVX Position: Q2 2026 in Review
Total Investment Management reduced its Chevron (CVX) stake by 1.9% in Q2 2026, selling an estimated $8.93K and leaving 2,522 shares worth $496K. The position accounts for 0.05% of the portfolio, ranked #45.
Total Investment Management first reported a position in CVX in Q4 2016 and has held it in 35 quarters since. The position peaked at $711K in Q1 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Total Investment Management held 2,522 shares of Chevron worth $496K as of Q2 2026.
- Total Investment Management sold 48 Chevron shares in Q2 2026, an estimated $8.93K.
- Chevron made up 0.05% of Total Investment Management's portfolio in Q2 2026, its #45 holding.
- Total Investment Management first reported a position in Chevron in Q4 2016 and has held it in 35 quarters since.
- Total Investment Management's Chevron position peaked at $711K in Q1 2022.
- 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Total Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.