Annandale Capital’s Chevron CVX Stock Holding History

Annandale 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	$214K	Sell	1,289 -75	-5%	-$14K	0.03%	121
2026 Q1	$282K	Sell	1,364 -28	-2%	-$5.11K	0.04%	101
2025 Q4	$212K	Hold	1,392	–	–	0.03%	118
2025 Q3	$216K	Buy	+1,392	New	+$216K	0.04%	116
2025 Q2	–	Sell	-1,392	Closed	-$233K	–	129
2025 Q1	$233K	Sell	1,392 -79	-5%	-$12.4K	0.01%	116
2024 Q4	$213K	Buy	1,471 +79	+6%	+$12.1K	0.03%	118
2024 Q3	$205K	Hold	1,392	–	–	0.03%	122
2024 Q2	$218K	Hold	1,392	–	–	0.04%	118
2024 Q1	$220K	Hold	1,392	–	–	0.04%	122
2023 Q4	$208K	Sell	1,392 -244	-15%	-$36.9K	0.04%	125
2023 Q3	$276K	Hold	1,636	–	–	0.07%	106
2023 Q2	$257K	Buy	+1,636	New	+$262K	0.07%	109
2023 Q1	–	Sell	-1,218	Closed	-$219K	–	136
2022 Q4	$219K	Buy	+1,218	New	+$213K	0.07%	113

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

Annandale Capital's CVX Position: Q2 2026 in Review

Annandale Capital reduced its Chevron (CVX) stake by 5.5% in Q2 2026, selling an estimated $14K and leaving 1,289 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #121.

Annandale Capital first reported a position in CVX in Q4 2022 and has held it in 13 quarters since. The position peaked at $282K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Annandale Capital held 1,289 shares of Chevron worth $214K as of Q2 2026.
Annandale Capital sold 75 Chevron shares in Q2 2026, an estimated $14K.
Chevron made up 0.03% of Annandale Capital's portfolio in Q2 2026, its #121 holding.
Annandale Capital first reported a position in Chevron in Q4 2022 and has held it in 13 quarters since.
Annandale Capital's Chevron position peaked at $282K in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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