Berbice Capital Management’s Chevron CVX Stock Holding History

Berbice 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	–	Sell	-100	Closed	-$20.7K	–	106
2026 Q1	$20.7K	Hold	100	–	–	0.01%	111
2025 Q4	$15.2K	Buy	+100	New	+$15.2K	0.01%	121

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

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

Berbice Capital Management sold out of Chevron (CVX) in Q2 2026, closing a stake of 100 shares — an estimated $20.7K sold.

Berbice Capital Management first reported a position in CVX in Q4 2025 and held it in 2 quarters. The position peaked at $20.7K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Berbice Capital Management reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Berbice Capital Management sold 100 Chevron shares in Q2 2026, an estimated $20.7K.
Berbice Capital Management first reported a position in Chevron in Q4 2025 and held it in 2 quarters.
Berbice Capital Management's Chevron position peaked at $20.7K in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.