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Bolthouse Investments’s Chevron CVX Stock Holding History

Bolthouse 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 		$1.05M Hold
6,336
– – 0.85% 24
2026
Q1 		$1.31M Hold
6,336
– – 1.19% 20
2025
Q4 		$966K Hold
6,336
– – 0.86% 25
2025
Q3 		$984K Hold
6,336
– – 0.89% 21
2025
Q2 		$907K Sell
6,336
-1,010
-14% -$142K 0.9% 22
2025
Q1 		$1.23M Buy
7,346
+2,839
+63% +$444K 1.28% 20
2024
Q4 		$653K Buy
+4,507
New +$690K 0.6% 33

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

Bolthouse Investments's CVX Position: Q2 2026 in Review

Bolthouse Investments held its Chevron (CVX) position steady in Q2 2026 at 6,336 shares worth $1.05M. The position accounts for 0.85% of the portfolio, ranked #24.

Bolthouse Investments first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q1 2026. 4,131 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Bolthouse Investments held 6,336 shares of Chevron worth $1.05M as of Q2 2026.
  • Bolthouse Investments left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.85% of Bolthouse Investments's portfolio in Q2 2026, its #24 holding.
  • Bolthouse Investments first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Bolthouse Investments's Chevron position peaked at $1.31M in Q1 2026.
  • 4,131 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Bolthouse Investments's 13F filing for Q2 2026, filed 11 Aug 2026.