Vaughan Nelson Investment Management’s Chevron CVX Stock Holding History

Vaughan Nelson Investment 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	$798K	Hold	4,815	–	–	0.01%	185
2026 Q1	$996K	Hold	4,815	–	–	0.01%	178
2025 Q4	$734K	Sell	4,815 -3,640	-43%	-$554K	0.01%	180
2025 Q3	$1.31M	Hold	8,455	–	–	0.01%	168
2025 Q2	$1.21M	Hold	8,455	–	–	0.01%	163
2025 Q1	$1.41M	Hold	8,455	–	–	0.01%	172
2024 Q4	$1.23M	Hold	8,455	–	–	0.01%	169
2024 Q3	$1.25M	Hold	8,455	–	–	0.01%	167
2024 Q2	$1.32M	Hold	8,455	–	–	0.01%	169
2024 Q1	$1.33M	Sell	8,455 -22	-0.3%	-$3.32K	0.01%	171
2023 Q4	$1.26M	Sell	8,477 -4,578	-35%	-$692K	0.01%	177
2023 Q3	$2.2M	Hold	13,055	–	–	0.02%	177
2023 Q2	$2.05M	Sell	13,055 -1,125	-8%	-$180K	0.02%	171
2023 Q1	$2.31M	Sell	14,180 -8,000	-36%	-$1.34M	0.03%	159
2022 Q4	$3.98M	Hold	22,180	–	–	0.05%	154
2022 Q3	$3.19M	Hold	22,180	–	–	0.05%	151
2022 Q2	$3.21M	Hold	22,180	–	–	0.04%	158
2022 Q1	$3.61M	Hold	22,180	–	–	0.04%	159
2021 Q4	$2.6M	Sell	22,180 -786	-3%	-$89.3K	0.03%	161
2021 Q3	$2.33M	Buy	22,966 +786	+4%	+$78.4K	0.02%	162
2021 Q2	$2.32M	Sell	22,180 -880,664	-98%	-$93M	0.02%	160
2021 Q1	$94.6M	Buy	902,844 +1,719	+0.2%	+$168K	1.01%	31
2020 Q4	$76.1M	Buy	901,125 +191,629	+27%	+$15.5M	0.89%	39
2020 Q3	$51.1M	Buy	709,496 +695,666	+5,030%	+$58.5M	0.71%	39
2020 Q2	$1.23M	Hold	13,830	–	–	0.02%	174
2020 Q1	$1M	Hold	13,830	–	–	0.02%	183
2019 Q4	$1.67M	Hold	13,830	–	–	0.02%	157
2019 Q3	$1.64M	Hold	13,830	–	–	0.02%	158
2019 Q2	$1.72M	Hold	13,830	–	–	0.02%	166
2019 Q1	$1.7M	Hold	13,830	–	–	0.02%	167
2018 Q4	$1.5M	Hold	13,830	–	–	0.02%	171
2018 Q3	$1.69M	Hold	13,830	–	–	0.02%	173
2018 Q2	$1.75M	Hold	13,830	–	–	0.02%	168
2018 Q1	$1.58M	Hold	13,830	–	–	0.02%	169
2017 Q4	$1.73M	Hold	13,830	–	–	0.02%	172
2017 Q3	$1.63M	Hold	13,830	–	–	0.02%	176
2017 Q2	$1.44M	Hold	13,830	–	–	0.02%	176
2017 Q1	$1.49M	Hold	13,830	–	–	0.02%	161
2016 Q4	$1.63M	Hold	13,830	–	–	0.02%	153
2016 Q3	$1.42M	Hold	13,830	–	–	0.02%	159
2016 Q2	$1.45M	Hold	13,830	–	–	0.02%	159
2016 Q1	$1.32M	Hold	13,830	–	–	0.02%	160
2015 Q4	$1.24M	Hold	13,830	–	–	0.02%	154
2015 Q3	$1.09M	Hold	13,830	–	–	0.02%	154
2015 Q2	$1.33M	Hold	13,830	–	–	0.02%	139
2015 Q1	$1.45M	Buy	13,830 +3,130	+29%	+$334K	0.02%	139
2014 Q4	$1.2M	Buy	+10,700	New	+$1.22M	0.02%	154
2014 Q2	–	Sell	-3,257	Closed	-$387K	–	173
2014 Q1	$387K	Hold	3,257	–	–	0.01%	172
2013 Q4	$407K	Sell	3,257 -175	-5%	-$21.2K	0.01%	170
2013 Q3	$417K	Hold	3,432	–	–	0.01%	176
2013 Q2	$406K	Buy	+3,432	New	+$415K	0.01%	169

Other funds holding CVX

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Vaughan Nelson Investment Management's CVX Position: Q2 2026 in Review

Vaughan Nelson Investment Management held its Chevron (CVX) position steady in Q2 2026 at 4,815 shares worth $798K. The position accounts for 0.01% of the portfolio, ranked #185.

Vaughan Nelson Investment Management first reported a position in CVX in Q2 2013 and has held it in 51 quarters since. The position peaked at $94.6M in Q1 2021. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Vaughan Nelson Investment Management held 4,815 shares of Chevron worth $798K as of Q2 2026.
Vaughan Nelson Investment Management left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.01% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #185 holding.
Vaughan Nelson Investment Management first reported a position in Chevron in Q2 2013 and has held it in 51 quarters since.
Vaughan Nelson Investment Management's Chevron position peaked at $94.6M in Q1 2021.
1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.