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Waters Parkerson & Co’s Chevron CVX Stock Holding History

Waters Parkerson & 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 		$48.8M Sell
294,389
-4,674
-2% -$870K 2.41% 12
2026
Q1 		$61.9M Sell
299,063
-7,078
-2% -$1.29M 3.18% 9
2025
Q4 		$46.7M Sell
306,141
-847
-0.3% -$129K 2.29% 14
2025
Q3 		$47.7M Buy
306,988
+1,656
+0.5% +$256K 2.32% 14
2025
Q2 		$43.7M Buy
305,332
+2,658
+0.9% +$375K 2.18% 13
2025
Q1 		$50.6M Sell
302,674
-716
-0.2% -$112K 2.7% 11
2024
Q4 		$43.9M Buy
303,390
+6,198
+2% +$949K 2.32% 12
2024
Q3 		$43.8M Sell
297,192
-627
-0.2% -$93.3K 2.22% 14
2024
Q2 		$46.6M Sell
297,819
-618
-0.2% -$98.5K 2.48% 12
2024
Q1 		$47.1M Sell
298,437
-263
-0.1% -$39.7K 2.42% 10
2023
Q4 		$44.6M Sell
298,700
-2,978
-1% -$450K 2.47% 10
2023
Q3 		$50.9M Buy
301,678
+1,414
+0.5% +$228K 3.04% 8
2023
Q2 		$47.2M Sell
300,264
-1,088
-0.4% -$174K 2.67% 10
2023
Q1 		$49.2M Sell
301,352
-746
-0.2% -$125K 2.9% 8
2022
Q4 		$54.2M Sell
302,098
-4,607
-2% -$804K 3.26% 6
2022
Q3 		$44.1M Buy
306,705
+84
+0% +$12.8K 2.95% 7
2022
Q2 		$44.4M Sell
306,621
-959
-0.3% -$159K 2.8% 7
2022
Q1 		$50.1M Sell
307,580
-820
-0.3% -$118K 2.79% 8
2021
Q4 		$36.2M Sell
308,400
-8,136
-3% -$924K 1.91% 17
2021
Q3 		$32.1M Buy
316,536
+9,389
+3% +$936K 1.85% 17
2021
Q2 		$32.2M Buy
307,147
+8,843
+3% +$934K 1.86% 18
2021
Q1 		$31.3M Buy
298,304
+9,342
+3% +$912K 1.93% 16
2020
Q4 		$24.4M Buy
288,962
+18,398
+7% +$1.49M 1.63% 21
2020
Q3 		$19.5M Buy
270,564
+1,571
+0.6% +$132K 1.46% 25
2020
Q2 		$24M Sell
268,993
-150
-0.1% -$13.4K 1.95% 17
2020
Q1 		$19.5M Buy
269,143
+13,482
+5% +$1.33M 1.89% 19
2019
Q4 		$30.8M Buy
255,661
+1,344
+0.5% +$158K 2.31% 13
2019
Q3 		$30.2M Sell
254,317
-3,151
-1% -$383K 2.43% 12
2019
Q2 		$32M Buy
257,468
+3,329
+1% +$403K 2.6% 10
2019
Q1 		$31.3M Buy
254,139
+828
+0.3% +$98K 2.63% 9
2018
Q4 		$27.6M Buy
253,311
+2,192
+0.9% +$254K 2.66% 9
2018
Q3 		$30.7M Buy
251,119
+1,053
+0.4% +$128K 2.51% 11
2018
Q2 		$31.6M Sell
250,066
-1,340
-0.5% -$166K 2.72% 11
2018
Q1 		$28.7M Buy
251,406
+3,596
+1% +$430K 2.51% 12
2017
Q4 		$31M Sell
247,810
-771
-0.3% -$91.4K 2.61% 10
2017
Q3 		$29.2M Buy
248,581
+4,987
+2% +$544K 2.58% 10
2017
Q2 		$25.4M Buy
243,594
+3,671
+2% +$389K 2.35% 15
2017
Q1 		$25.8M Buy
239,923
+1,455
+0.6% +$163K 2.44% 13
2016
Q4 		$28.1M Buy
238,468
+5,268
+2% +$574K 2.83% 7
2016
Q3 		$24M Buy
233,200
+3,912
+2% +$399K 2.46% 13
2016
Q2 		$24M Sell
229,288
-1,510
-0.7% -$152K 2.57% 11
2016
Q1 		$22M Buy
230,798
+6,745
+3% +$590K 2.43% 13
2015
Q4 		$20.2M Buy
224,053
+2,788
+1% +$251K 2.31% 16
2015
Q3 		$17.5M Buy
221,265
+9,102
+4% +$766K 2.22% 19
2015
Q2 		$20.5M Buy
212,163
+7,058
+3% +$741K 2.4% 13
2015
Q1 		$21.5M Buy
205,105
+3,740
+2% +$399K 2.52% 9
2014
Q4 		$22.6M Buy
201,365
+4,592
+2% +$522K 2.68% 7
2014
Q3 		$23.5M Buy
196,773
+1,470
+0.8% +$188K 2.81% 5
2014
Q2 		$25.5M Sell
195,303
-375
-0.2% -$46.7K 3.05% 3
2014
Q1 		$23.3M Sell
195,678
-7,233
-4% -$841K 2.88% 5
2013
Q4 		$25.3M Buy
202,911
+436
+0.2% +$52.7K 3.11% 2
2013
Q3 		$24.6M Buy
202,475
+22,640
+13% +$2.78M 3.31% 2
2013
Q2 		$21.3M Buy
+179,835
New +$21.7M 3.09% 3

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Waters Parkerson & Co's CVX Position: Q2 2026 in Review

Waters Parkerson & Co reduced its Chevron (CVX) stake by 1.6% in Q2 2026, selling an estimated $870K and leaving 294,389 shares worth $48.8M. The position accounts for 2.41% of the portfolio, ranked #12.

Waters Parkerson & Co first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $61.9M in Q1 2026. 2,759 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Waters Parkerson & Co held 294,389 shares of Chevron worth $48.8M as of Q2 2026.
  • Waters Parkerson & Co sold 4,674 Chevron shares in Q2 2026, an estimated $870K.
  • Chevron made up 2.41% of Waters Parkerson & Co's portfolio in Q2 2026, its #12 holding.
  • Waters Parkerson & Co first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Waters Parkerson & Co's Chevron position peaked at $61.9M in Q1 2026.
  • 2,759 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.