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Analyst IMS Investment Management Services’s Chevron CVX Stock Holding History

Analyst IMS Investment Management Services’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 		$1.5M Sell
9,040
-4,790
-35% -$892K 0.03% 78
2026
Q1 		$2.86M Buy
13,830
+7,253
+110% +$1.32M 0.09% 51
2025
Q4 		$1M Sell
6,577
-122
-2% -$18.6K 0.03% 84
2025
Q3 		$1.04M Sell
6,699
-52
-0.8% -$8.05K 0.03% 82
2025
Q2 		$966K Buy
6,751
+67
+1% +$9.45K 0.03% 91
2025
Q1 		$1.12M Sell
6,684
-264
-4% -$41.3K 0.04% 80
2024
Q4 		$1.01M Sell
6,948
-6,370
-48% -$975K 0.04% 84
2024
Q3 		$1.96M Buy
13,318
+7,878
+145% +$1.17M 0.08% 55
2024
Q2 		$851K Buy
5,440
+977
+22% +$156K 0.03% 78
2024
Q1 		$704K Buy
4,463
+2,094
+88% +$316K 0.03% 76
2023
Q4 		$353K Buy
2,369
+38
+2% +$5.75K 0.02% 87
2023
Q3 		$398K Buy
2,331
+655
+39% +$106K 0.02% 81
2023
Q2 		$262K Buy
+1,676
New +$269K 0.02% 89
2018
Q2 		– Sell
-6,000
Closed -$684K – 102
2018
Q1 		$684K Hold
6,000
– – 0.22% 72
2017
Q4 		$751K Hold
6,000
– – 0.23% 71
2017
Q3 		$706K Hold
6,000
– – 0.23% 74
2017
Q2 		$626K Hold
6,000
– – 0.22% 75
2017
Q1 		$644K Hold
6,000
– – 0.25% 71
2016
Q4 		$706K Hold
6,000
– – 0.31% 63
2016
Q3 		$618K Hold
6,000
– – 0.26% 67
2016
Q2 		$629K Hold
6,000
– – 0.27% 62
2016
Q1 		$572K Hold
6,000
– – 0.25% 67
2015
Q4 		$540K Hold
6,000
– – 0.23% 68
2015
Q3 		$473K Hold
6,000
– – 0.2% 73
2015
Q2 		$579K Hold
6,000
– – 0.23% 74
2015
Q1 		$630K Hold
6,000
– – 0.24% 71
2014
Q4 		$673K Buy
+6,000
New +$682K 0.26% 66

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Analyst IMS Investment Management Services's CVX Position: Q2 2026 in Review

Analyst IMS Investment Management Services reduced its Chevron (CVX) stake by 35% in Q2 2026, selling an estimated $892K and leaving 9,040 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #78.

Analyst IMS Investment Management Services first reported a position in CVX in Q4 2014 and has held it in 27 quarters since. The position peaked at $2.86M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Analyst IMS Investment Management Services held 9,040 shares of Chevron worth $1.5M as of Q2 2026.
  • Analyst IMS Investment Management Services sold 4,790 Chevron shares in Q2 2026, an estimated $892K.
  • Chevron made up 0.03% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #78 holding.
  • Analyst IMS Investment Management Services first reported a position in Chevron in Q4 2014 and has held it in 27 quarters since.
  • Analyst IMS Investment Management Services's Chevron position peaked at $2.86M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.