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Aufman Associates’s Chevron CVX Stock Holding History

Aufman Associates’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 		$489K Sell
2,949
-48
-2% -$8.93K 0.19% 34
2026
Q1 		$620K Buy
2,997
+10
+0.3% +$1.82K 0.3% 28
2025
Q4 		$455K Buy
2,987
+24
+0.8% +$3.65K 0.23% 33
2025
Q3 		$460K Buy
2,963
+21
+0.7% +$3.25K 0.26% 34
2025
Q2 		$421K Buy
2,942
+80
+3% +$11.3K 0.26% 37
2025
Q1 		$479K Buy
2,862
+39
+1% +$6.11K 0.33% 29
2024
Q4 		$409K Buy
2,823
+22
+0.8% +$3.37K 0.28% 33
2024
Q3 		$413K Buy
2,801
+1,053
+60% +$157K 0.27% 34
2024
Q2 		$273K Buy
1,748
+55
+3% +$8.77K 0.19% 39
2024
Q1 		$267K Buy
1,693
+36
+2% +$5.43K 0.19% 40
2023
Q4 		$247K Sell
1,657
-47
-3% -$7.11K 0.19% 39
2023
Q3 		$287K Sell
1,704
-35
-2% -$5.65K 0.24% 31
2023
Q2 		$274K Sell
1,739
-56
-3% -$8.98K 0.23% 32
2023
Q1 		$293K Buy
1,795
+10
+0.6% +$1.68K 0.25% 31
2022
Q4 		$320K Sell
1,785
-185
-9% -$32.3K 0.3% 29
2022
Q3 		$283K Buy
1,970
+19
+1% +$2.9K 0.3% 30
2022
Q2 		$282K Buy
1,951
+12
+0.6% +$1.98K 0.27% 33
2022
Q1 		$316K Buy
1,939
+27
+1% +$3.87K 0.25% 33
2021
Q4 		$224K Buy
+1,912
New +$217K 0.17% 46

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

Aufman Associates's CVX Position: Q2 2026 in Review

Aufman Associates reduced its Chevron (CVX) stake by 1.6% in Q2 2026, selling an estimated $8.93K and leaving 2,949 shares worth $489K. The position accounts for 0.19% of the portfolio, ranked #34.

Aufman Associates first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $620K in Q1 2026. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Aufman Associates held 2,949 shares of Chevron worth $489K as of Q2 2026.
  • Aufman Associates sold 48 Chevron shares in Q2 2026, an estimated $8.93K.
  • Chevron made up 0.19% of Aufman Associates's portfolio in Q2 2026, its #34 holding.
  • Aufman Associates first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Aufman Associates's Chevron position peaked at $620K in Q1 2026.
  • 4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Aufman Associates's 13F filing for Q2 2026, filed 12 Aug 2026.