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AXS Investments’s Chevron CVX Stock Holding History

AXS Investments’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 		$132K Sell
795
-157
-16% -$29.2K 0.04% 129
2026
Q1 		$197K Sell
952
-423
-31% -$77.1K 0.08% 119
2025
Q4 		$210K Buy
1,375
+25
+2% +$3.81K 0.07% 129
2025
Q3 		$210K Buy
+1,350
New +$209K 0.07% 130
2024
Q1 		– Sell
-1,095
Closed -$163K – 329
2023
Q4 		$163K Buy
1,095
+135
+14% +$20.4K 0.04% 305
2023
Q3 		$162K Sell
960
-837
-47% -$135K 0.04% 273
2023
Q2 		$283K Sell
1,797
-519
-22% -$83.2K 0.08% 244
2023
Q1 		$378K Sell
2,316
-242
-9% -$40.6K 0.12% 188
2022
Q4 		$459K Sell
2,558
-547
-18% -$95.5K 0.16% 165
2022
Q3 		$446K Buy
3,105
+586
+23% +$89.4K 0.17% 167
2022
Q2 		$365K Sell
2,519
-619
-20% -$102K 0.13% 183
2022
Q1 		$511K Sell
3,138
-56
-2% -$8.03K 0.2% 84
2021
Q4 		$375K Buy
+3,194
New +$363K 0.09% 127
2021
Q3 		– Sell
-5,236
Closed -$548K – 133
2021
Q2 		$548K Buy
5,236
+1,782
+52% +$188K 0.17% 112
2021
Q1 		$362K Buy
+3,454
New +$337K 0.13% 128

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

AXS Investments's CVX Position: Q2 2026 in Review

AXS Investments reduced its Chevron (CVX) stake by 16% in Q2 2026, selling an estimated $29.2K and leaving 795 shares worth $132K. The position accounts for 0.04% of the portfolio, ranked #129.

AXS Investments first reported a position in CVX in Q1 2021 and has held it in 15 quarters since. The position peaked at $548K in Q2 2021. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • AXS Investments held 795 shares of Chevron worth $132K as of Q2 2026.
  • AXS Investments sold 157 Chevron shares in Q2 2026, an estimated $29.2K.
  • Chevron made up 0.04% of AXS Investments's portfolio in Q2 2026, its #129 holding.
  • AXS Investments first reported a position in Chevron in Q1 2021 and has held it in 15 quarters since.
  • AXS Investments's Chevron position peaked at $548K in Q2 2021.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.