AGC
CVX icon

Aspen Grove Capital’s Chevron CVX Stock Holding History

Aspen Grove 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 		$379K Buy
2,283
+177
+8% +$32.9K 0.05% 136
2026
Q1 		$436K Buy
2,106
+45
+2% +$8.21K 0.08% 105
2025
Q4 		$314K Sell
2,061
-193
-9% -$29.4K 0.05% 135
2025
Q3 		$350K Sell
2,254
-949
-30% -$147K 0.06% 123
2025
Q2 		$459K Buy
3,203
+509
+19% +$71.8K 0.08% 121
2025
Q1 		$451K Sell
2,694
-20
-0.7% -$3.13K 0.09% 121
2024
Q4 		$393K Sell
2,714
-410
-13% -$62.8K 0.08% 122
2024
Q3 		$460K Sell
3,124
-613
-16% -$91.2K 0.1% 110
2024
Q2 		$585K Buy
3,737
+628
+20% +$100K 0.14% 89
2024
Q1 		$491K Buy
3,109
+385
+14% +$58.1K 0.14% 93
2023
Q4 		$410K Hold
2,724
– – 0.12% 101
2023
Q3 		$459K Buy
2,724
+366
+16% +$59.1K 0.17% 89
2023
Q2 		$371K Buy
2,358
+333
+16% +$53.4K 0.12% 126
2023
Q1 		$330K Sell
2,025
-1,060
-34% -$178K 0.14% 108
2022
Q4 		$554K Buy
+3,085
New +$538K 0.26% 75

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

Aspen Grove Capital's CVX Position: Q2 2026 in Review

Aspen Grove Capital increased its Chevron (CVX) stake by 8.4% in Q2 2026, buying an estimated $32.9K and bringing the position to 2,283 shares worth $379K. The position accounts for 0.05% of the portfolio, ranked #136.

Aspen Grove Capital first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $585K in Q2 2024. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Aspen Grove Capital held 2,283 shares of Chevron worth $379K as of Q2 2026.
  • Aspen Grove Capital bought 177 Chevron shares in Q2 2026, an estimated $32.9K.
  • Chevron made up 0.05% of Aspen Grove Capital's portfolio in Q2 2026, its #136 holding.
  • Aspen Grove Capital first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Aspen Grove Capital's Chevron position peaked at $585K in Q2 2024.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.