AUA Capital Management’s Chevron CVX Stock Holding History

AUA Capital 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	$649K	Hold	3,915	–	–	0.3%	42
2026 Q1	$810K	Hold	3,915	–	–	0.41%	35
2025 Q4	$597K	Buy	3,915 +1,564	+67%	+$238K	0.3%	47
2025 Q3	$365K	Hold	2,351	–	–	0.2%	57
2025 Q2	$337K	Buy	+2,351	New	+$331K	0.2%	58
2024 Q4	–	Sell	-2,666	Closed	-$393K	–	79
2024 Q3	$393K	Sell	2,666 -60	-2%	-$8.93K	0.23%	57
2024 Q2	$426K	Hold	2,726	–	–	0.26%	51
2024 Q1	$430K	Buy	2,726 +60	+2%	+$9.05K	0.25%	58
2023 Q4	$398K	Sell	2,666 -150	-5%	-$22.7K	0.25%	52
2023 Q3	$475K	Hold	2,816	–	–	0.34%	42
2023 Q2	$443K	Sell	2,816 -67	-2%	-$10.7K	0.31%	42
2023 Q1	$470K	Hold	2,883	–	–	0.32%	46
2022 Q4	$517K	Buy	2,883 +557	+24%	+$97.2K	0.35%	41
2022 Q3	$334K	Buy	2,326 +4	+0.2%	+$610	0.22%	52
2022 Q2	$336K	Buy	2,322 +3	+0.1%	+$496	0.2%	62
2022 Q1	$378K	Sell	2,319 -150	-6%	-$21.5K	0.2%	65
2021 Q4	$290K	Buy	2,469 +2,415	+4,472%	+$274K	0.17%	68
2021 Q3	$5K	Hold	54	–	–	﹤0.01%	188
2021 Q2	$6K	Hold	54	–	–	﹤0.01%	181
2021 Q1	$6K	Hold	54	–	–	﹤0.01%	188
2020 Q4	$5K	Sell	54 -2	-4%	-$162	﹤0.01%	189
2020 Q3	$4K	Buy	+56	New	+$4.71K	﹤0.01%	193

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

AUA Capital Management's CVX Position: Q2 2026 in Review

AUA Capital Management held its Chevron (CVX) position steady in Q2 2026 at 3,915 shares worth $649K. The position accounts for 0.3% of the portfolio, ranked #42.

AUA Capital Management first reported a position in CVX in Q3 2020 and has held it in 22 quarters since. The position peaked at $810K in Q1 2026. 4,124 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

AUA Capital Management held 3,915 shares of Chevron worth $649K as of Q2 2026.
AUA Capital Management left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.3% of AUA Capital Management's portfolio in Q2 2026, its #42 holding.
AUA Capital Management first reported a position in Chevron in Q3 2020 and has held it in 22 quarters since.
AUA Capital Management's Chevron position peaked at $810K in Q1 2026.
4,124 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on AUA Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.