AtlasMark Financial’s Chevron CVX Stock Holding History

AtlasMark Financial’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	$233K	Hold	1,404	–	–	0.11%	43
2026 Q1	$214K	Hold	1,404	–	–	0.14%	46
2025 Q4	$214K	Hold	1,404	–	–	0.14%	46
2025 Q3	$218K	Hold	1,404	–	–	0.15%	42
2025 Q2	$201K	Hold	1,404	–	–	0.15%	39
2025 Q1	$235K	Hold	1,404	–	–	0.22%	37
2024 Q4	$203K	Hold	1,404	–	–	0.19%	39
2024 Q3	$207K	Buy	+1,404	New	+$209K	0.19%	39
2023 Q2	$221K	Hold	1,404	–	–	0.27%	39
2023 Q1	$229K	Buy	+1,404	New	+$235K	0.3%	38
2022 Q3	$202K	Hold	1,404	–	–	0.3%	38
2022 Q2	$203K	Hold	1,404	–	–	0.29%	40
2022 Q1	$229K	Buy	+1,404	New	+$201K	0.29%	39

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AtlasMark Financial's CVX Position: Q2 2026 in Review

AtlasMark Financial held its Chevron (CVX) position steady in Q2 2026 at 1,404 shares worth $233K. The position accounts for 0.11% of the portfolio, ranked #43.

AtlasMark Financial first reported a position in CVX in Q1 2022 and has held it in 13 quarters since. The position peaked at $235K in Q1 2025. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

AtlasMark Financial held 1,404 shares of Chevron worth $233K as of Q2 2026.
AtlasMark Financial left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.11% of AtlasMark Financial's portfolio in Q2 2026, its #43 holding.
AtlasMark Financial first reported a position in Chevron in Q1 2022 and has held it in 13 quarters since.
AtlasMark Financial's Chevron position peaked at $235K in Q1 2025.
4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on AtlasMark Financial's 13F filing for Q2 2026, filed 17 Aug 2026.