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Aspetuck Financial Management’s Chevron CVX Stock Holding History

Aspetuck Financial Management’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 		– Sell
-1,153
Closed -$239K – 80
2026
Q1 		$239K Buy
+1,153
New +$210K 0.16% 73
2025
Q1 		– Sell
-440
Closed -$63.7K – 95
2024
Q4 		$63.7K Buy
+440
New +$67.3K 0.05% 95

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

Aspetuck Financial Management's CVX Position: Q2 2026 in Review

Aspetuck Financial Management sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,153 shares — an estimated $239K sold.

Aspetuck Financial Management first reported a position in CVX in Q4 2024 and held it in 2 quarters. The position peaked at $239K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Aspetuck Financial Management reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Aspetuck Financial Management sold 1,153 Chevron shares in Q2 2026, an estimated $239K.
  • Aspetuck Financial Management first reported a position in Chevron in Q4 2024 and held it in 2 quarters.
  • Aspetuck Financial Management's Chevron position peaked at $239K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Aspetuck Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.