ZIG
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Zullo Investment Group’s Chevron CVX Stock Holding History

Zullo Investment Group’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 		$1M Sell
6,060
-353
-6% -$65.7K 0.34% 59
2026
Q1 		$1.33M Buy
6,413
+593
+10% +$108K 0.5% 46
2025
Q4 		$887K Sell
5,820
-85
-1% -$12.9K 0.32% 60
2025
Q3 		$917K Buy
5,905
+377
+7% +$58.4K 0.34% 59
2025
Q2 		$792K Buy
5,528
+143
+3% +$20.2K 0.32% 64
2025
Q1 		$901K Buy
5,385
+302
+6% +$47.3K 0.39% 61
2024
Q4 		$736K Buy
5,083
+177
+4% +$27.1K 0.3% 70
2024
Q3 		$723K Buy
4,906
+131
+3% +$19.5K 0.3% 68
2024
Q2 		$747K Buy
4,775
+243
+5% +$38.7K 0.33% 63
2024
Q1 		$715K Buy
4,532
+54
+1% +$8.15K 0.34% 67
2023
Q4 		$668K Buy
4,478
+473
+12% +$71.5K 0.34% 67
2023
Q3 		$675K Buy
4,005
+278
+7% +$44.9K 0.4% 57
2023
Q2 		$587K Sell
3,727
-128
-3% -$20.5K 0.33% 66
2023
Q1 		$629K Buy
3,855
+115
+3% +$19.3K 0.39% 63
2022
Q4 		$671K Buy
3,740
+63
+2% +$11K 0.41% 58
2022
Q3 		$528K Buy
3,677
+158
+4% +$24.1K 0.34% 64
2022
Q2 		$509K Buy
3,519
+172
+5% +$28.4K 0.32% 66
2022
Q1 		$545K Buy
3,347
+655
+24% +$93.9K 0.28% 73
2021
Q4 		$316K Buy
+2,692
New +$306K 0.16% 117

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Zullo Investment Group's CVX Position: Q2 2026 in Review

Zullo Investment Group reduced its Chevron (CVX) stake by 5.5% in Q2 2026, selling an estimated $65.7K and leaving 6,060 shares worth $1M. The position accounts for 0.34% of the portfolio, ranked #59.

Zullo Investment Group first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.33M in Q1 2026. 2,640 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Zullo Investment Group held 6,060 shares of Chevron worth $1M as of Q2 2026.
  • Zullo Investment Group sold 353 Chevron shares in Q2 2026, an estimated $65.7K.
  • Chevron made up 0.34% of Zullo Investment Group's portfolio in Q2 2026, its #59 holding.
  • Zullo Investment Group first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's Chevron position peaked at $1.33M in Q1 2026.
  • 2,640 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.