Bear Mountain Capital’s Chevron CVX Stock Holding History

Bear Mountain Capital’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	$26.9K	Hold	148	–	–	0.01%	77
2026 Q1	$27.1K	Hold	148	–	–	0.01%	80
2025 Q4	$24.6K	Hold	148	–	–	0.01%	82
2025 Q3	$22.8K	Hold	148	–	–	0.01%	85
2025 Q2	$22.2K	Hold	148	–	–	0.01%	83
2025 Q1	$20.6K	Hold	148	–	–	0.01%	84
2024 Q4	$23.1K	Hold	148	–	–	0.01%	77
2024 Q3	$21.9K	Hold	148	–	–	0.01%	77
2024 Q2	$23K	Hold	148	–	–	0.01%	81
2024 Q1	$23.1K	Sell	148 -4	-3%	-$604	0.01%	86
2023 Q4	$21.8K	Buy	+152	New	+$23K	0.01%	92

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Bear Mountain Capital's CVX Position: Q2 2026 in Review

Bear Mountain Capital held its Chevron (CVX) position steady in Q2 2026 at 148 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #77.

Bear Mountain Capital first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $27.1K in Q1 2026. 1,922 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Bear Mountain Capital held 148 shares of Chevron worth $26.9K as of Q2 2026.
Bear Mountain Capital left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #77 holding.
Bear Mountain Capital first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Bear Mountain Capital's Chevron position peaked at $27.1K in Q1 2026.
1,922 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.