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Ariel Investments’s Chevron CVX Stock Holding History

Ariel Investments’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 		$5.74M Sell
34,626
-6,873
-17% -$1.28M 0.06% 87
2026
Q1 		$8.59M Hold
41,499
– – 0.1% 81
2025
Q4 		$6.32M Hold
41,499
– – 0.07% 87
2025
Q3 		$6.44M Buy
41,499
+3,736
+10% +$579K 0.07% 88
2025
Q2 		$5.41M Hold
37,763
– – 0.06% 89
2025
Q1 		$6.32M Sell
37,763
-1,064
-3% -$167K 0.07% 85
2024
Q4 		$5.62M Hold
38,827
– – 0.06% 96
2024
Q3 		$5.72M Buy
38,827
+6,226
+19% +$927K 0.06% 95
2024
Q2 		$5.1M Sell
32,601
-62
-0.2% -$9.89K 0.06% 98
2024
Q1 		$5.15M Hold
32,663
– – 0.05% 98
2023
Q4 		$4.87M Buy
32,663
+22,851
+233% +$3.46M 0.05% 94
2023
Q3 		$1.65M Buy
+9,812
New +$1.58M 0.02% 103

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Ariel Investments's CVX Position: Q2 2026 in Review

Ariel Investments reduced its Chevron (CVX) stake by 17% in Q2 2026, selling an estimated $1.28M and leaving 34,626 shares worth $5.74M. The position accounts for 0.06% of the portfolio, ranked #87.

Ariel Investments first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.59M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Ariel Investments held 34,626 shares of Chevron worth $5.74M as of Q2 2026.
  • Ariel Investments sold 6,873 Chevron shares in Q2 2026, an estimated $1.28M.
  • Chevron made up 0.06% of Ariel Investments's portfolio in Q2 2026, its #87 holding.
  • Ariel Investments first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
  • Ariel Investments's Chevron position peaked at $8.59M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ariel Investments's 13F filing for Q2 2026, filed 14 Aug 2026.