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Athena Investment Management’s Chevron CVX Stock Holding History

Athena Investment 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 		$1.46M Sell
8,789
-1,614
-16% -$300K 0.86% 28
2026
Q1 		$2.15M Sell
10,403
-287
-3% -$52.3K 1.12% 16
2025
Q4 		$1.63M Sell
10,690
-12
-0.1% -$1.83K 0.83% 24
2025
Q3 		$1.66M Buy
10,702
+281
+3% +$43.5K 0.87% 22
2025
Q2 		$1.49M Buy
10,421
+159
+2% +$22.4K 0.83% 21
2025
Q1 		$1.72M Buy
10,262
+169
+2% +$26.5K 1.04% 17
2024
Q4 		$1.46M Sell
10,093
-150
-1% -$23K 0.85% 19
2024
Q3 		$1.51M Buy
10,243
+350
+4% +$52.1K 0.86% 21
2024
Q2 		$1.55M Sell
9,893
-71
-0.7% -$11.3K 0.94% 18
2024
Q1 		$1.57M Sell
9,964
-149
-1% -$22.5K 0.94% 18
2023
Q4 		$1.51M Sell
10,113
-973
-9% -$147K 0.98% 17
2023
Q3 		$1.87M Sell
11,086
-206
-2% -$33.3K 1.34% 11
2023
Q2 		$1.78M Sell
11,292
-23
-0.2% -$3.69K 1.22% 13
2023
Q1 		$1.85M Sell
11,315
-50
-0.4% -$8.38K 1.33% 12
2022
Q4 		$2.04M Buy
11,365
+28
+0.2% +$4.89K 1.5% 11
2022
Q3 		$1.63M Sell
11,337
-12
-0.1% -$1.83K 1.37% 11
2022
Q2 		$1.64M Buy
11,349
+660
+6% +$109K 1.3% 13
2022
Q1 		$1.74M Buy
+10,689
New +$1.53M 1.35% 13

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

Athena Investment Management's CVX Position: Q2 2026 in Review

Athena Investment Management reduced its Chevron (CVX) stake by 16% in Q2 2026, selling an estimated $300K and leaving 8,789 shares worth $1.46M. The position accounts for 0.86% of the portfolio, ranked #28.

Athena Investment Management first reported a position in CVX in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.15M in Q1 2026. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Athena Investment Management held 8,789 shares of Chevron worth $1.46M as of Q2 2026.
  • Athena Investment Management sold 1,614 Chevron shares in Q2 2026, an estimated $300K.
  • Chevron made up 0.86% of Athena Investment Management's portfolio in Q2 2026, its #28 holding.
  • Athena Investment Management first reported a position in Chevron in Q1 2022 and has held it in 18 quarters since.
  • Athena Investment Management's Chevron position peaked at $2.15M in Q1 2026.
  • 4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.