AlphaCore Capital’s Chevron CVX Stock Holding History

AlphaCore Capital’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	$7.92M	Buy	47,809 +14,701	+44%	+$2.74M	0.15%	123
2026 Q1	$6.85M	Sell	33,108 -2,909	-8%	-$530K	0.16%	118
2025 Q4	$5.49M	Buy	36,017 +4,938	+16%	+$752K	0.12%	155
2025 Q3	$4.83M	Buy	31,079 +5,998	+24%	+$929K	0.16%	119
2025 Q2	$3.59M	Buy	25,081 +2,897	+13%	+$408K	0.14%	123
2025 Q1	$3.71M	Buy	22,184 +2,354	+12%	+$369K	0.32%	66
2024 Q4	$2.87M	Sell	19,830 -53	-0.3%	-$8.11K	0.62%	29
2024 Q3	$2.93M	Sell	19,883 -10	-0.1%	-$1.49K	0.66%	25
2024 Q2	$3.11M	Buy	19,893 +899	+5%	+$143K	0.75%	24
2024 Q1	$3M	Sell	18,994 -850	-4%	-$128K	0.8%	25
2023 Q4	$2.96M	Sell	19,844 -27	-0.1%	-$4.08K	0.43%	43
2023 Q3	$3.35M	Buy	19,871 +1,049	+6%	+$169K	0.53%	34
2023 Q2	$2.97M	Buy	18,822 +11,519	+158%	+$1.85M	0.48%	41
2023 Q1	$1.19M	Buy	7,303 +136	+2%	+$22.8K	0.32%	50
2022 Q4	$1.29M	Buy	7,167 +1,489	+26%	+$260K	0.5%	26
2022 Q3	$816K	Buy	5,678 +1,039	+22%	+$158K	0.37%	29
2022 Q2	$672K	Buy	4,639 +1,097	+31%	+$181K	0.31%	34
2022 Q1	$577K	Buy	3,542 +1,352	+62%	+$194K	0.22%	43
2021 Q4	$257K	Sell	2,190 -33	-1%	-$3.75K	0.11%	41
2021 Q3	$226K	Sell	2,223 -223	-9%	-$22.2K	0.11%	52
2021 Q2	$256K	Buy	+2,446	New	+$258K	0.14%	34
2020 Q2	–	Sell	-781	Closed	-$57K	–	126
2020 Q1	$57K	Sell	781 -978	-56%	-$96.6K	0.04%	100
2019 Q4	$212K	Buy	+1,759	New	+$207K	0.13%	67

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AlphaCore Capital's CVX Position: Q2 2026 in Review

AlphaCore Capital increased its Chevron (CVX) stake by 44% in Q2 2026, buying an estimated $2.74M and bringing the position to 47,809 shares worth $7.92M. The position accounts for 0.15% of the portfolio, ranked #123.

AlphaCore Capital first reported a position in CVX in Q4 2019 and has held it in 23 quarters since. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

AlphaCore Capital held 47,809 shares of Chevron worth $7.92M as of Q2 2026.
AlphaCore Capital bought 14,701 Chevron shares in Q2 2026, an estimated $2.74M.
Chevron made up 0.15% of AlphaCore Capital's portfolio in Q2 2026, its #123 holding.
AlphaCore Capital first reported a position in Chevron in Q4 2019 and has held it in 23 quarters since.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.