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Yoffe Investment Management’s Chevron CVX Stock Holding History

Yoffe 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 		$485K Hold
2,927
– – 0.56% 64
2026
Q1 		$605K Hold
2,927
– – 0.78% 47
2025
Q4 		$446K Sell
2,927
-46
-2% -$7.01K 0.57% 66
2025
Q3 		$462K Buy
2,973
+1
+0% +$155 0.6% 63
2025
Q2 		$426K Buy
2,972
+1
+0% +$141 0.58% 64
2025
Q1 		$497K Hold
2,971
– – 0.73% 50
2024
Q4 		$430K Buy
+2,971
New +$455K 0.64% 55

Other funds holding CVX

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
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

Yoffe Investment Management's CVX Position: Q2 2026 in Review

Yoffe Investment Management held its Chevron (CVX) position steady in Q2 2026 at 2,927 shares worth $485K. The position accounts for 0.56% of the portfolio, ranked #64.

Yoffe Investment Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $605K in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Yoffe Investment Management held 2,927 shares of Chevron worth $485K as of Q2 2026.
  • Yoffe Investment Management left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.56% of Yoffe Investment Management's portfolio in Q2 2026, its #64 holding.
  • Yoffe Investment Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Yoffe Investment Management's Chevron position peaked at $605K in Q1 2026.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.