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Aspire Private Capital’s Chevron CVX Stock Holding History

Aspire Private 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 		– Sell
-1,096
Closed -$227K – 181
2026
Q1 		$227K Buy
+1,096
New +$200K 0.05% 163
2024
Q4 		– Sell
-1,049
Closed -$155K – 261
2024
Q3 		$155K Buy
1,049
+8
+0.8% +$1.19K 0.04% 175
2024
Q2 		$163K Buy
1,041
+35
+3% +$5.58K 0.04% 167
2024
Q1 		$159K Buy
1,006
+20
+2% +$3.02K 0.04% 164
2023
Q4 		$147K Sell
986
-175
-15% -$26.5K 0.04% 152
2023
Q3 		$196K Buy
1,161
+19
+2% +$3.07K 0.06% 129
2023
Q2 		$180K Buy
1,142
+1
+0.1% +$160 0.06% 129
2023
Q1 		$186K Sell
1,141
-211
-16% -$35.4K 0.06% 133
2022
Q4 		$243K Sell
1,352
-355
-21% -$61.9K 0.09% 115
2022
Q3 		$245K Sell
1,707
-109
-6% -$16.6K 0.09% 109
2022
Q2 		$263K Sell
1,816
-21
-1% -$3.47K 0.09% 111
2022
Q1 		$299K Sell
1,837
-373
-17% -$53.5K 0.1% 112
2021
Q4 		$259K Sell
2,210
-75
-3% -$8.52K 0.08% 122
2021
Q3 		$232K Buy
2,285
+105
+5% +$10.5K 0.08% 127
2021
Q2 		$228K Sell
2,180
-1,359
-38% -$143K 0.07% 136
2021
Q1 		$371K Sell
3,539
-2,777
-44% -$271K 0.13% 83
2020
Q4 		$533K Sell
6,316
-275
-4% -$22.3K 0.2% 72
2020
Q3 		$475K Buy
6,591
+656
+11% +$55.2K 0.19% 73
2020
Q2 		$530K Buy
5,935
+1,249
+27% +$112K 0.25% 58
2020
Q1 		$340K Sell
4,686
-1,203
-20% -$119K 0.18% 69
2019
Q4 		$710K Buy
5,889
+81
+1% +$9.54K 0.31% 63
2019
Q3 		$689K Sell
5,808
-167
-3% -$20.3K 0.33% 57
2019
Q2 		$744K Sell
5,975
-750
-11% -$90.7K 0.36% 59
2019
Q1 		$828K Buy
6,725
+567
+9% +$67.1K 0.42% 55
2018
Q4 		$670K Buy
+6,158
New +$713K 0.39% 58

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

Aspire Private Capital's CVX Position: Q2 2026 in Review

Aspire Private Capital sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,096 shares — an estimated $227K sold.

Aspire Private Capital first reported a position in CVX in Q4 2018 and held it in 25 quarters. The position peaked at $828K in Q1 2019. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Aspire Private Capital reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Aspire Private Capital sold 1,096 Chevron shares in Q2 2026, an estimated $227K.
  • Aspire Private Capital first reported a position in Chevron in Q4 2018 and held it in 25 quarters.
  • Aspire Private Capital's Chevron position peaked at $828K in Q1 2019.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.