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Boreal Capital Management’s Chevron CVX Stock Holding History

Boreal 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 		$292K Sell
1,764
-127
-7% -$23.6K 0.22% 91
2026
Q1 		$391K Buy
1,891
+15
+0.8% +$2.73K 0.32% 76
2025
Q4 		$286K Hold
1,876
– – 0.22% 106
2025
Q3 		$291K Buy
1,876
+689
+58% +$107K 0.23% 100
2025
Q2 		$170K Buy
+1,187
New +$167K 0.14% 139

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

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

Boreal Capital Management reduced its Chevron (CVX) stake by 6.7% in Q2 2026, selling an estimated $23.6K and leaving 1,764 shares worth $292K. The position accounts for 0.22% of the portfolio, ranked #91.

Boreal Capital Management first reported a position in CVX in Q2 2025 and has held it in 5 quarters since. The position peaked at $391K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Boreal Capital Management held 1,764 shares of Chevron worth $292K as of Q2 2026.
  • Boreal Capital Management sold 127 Chevron shares in Q2 2026, an estimated $23.6K.
  • Chevron made up 0.22% of Boreal Capital Management's portfolio in Q2 2026, its #91 holding.
  • Boreal Capital Management first reported a position in Chevron in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's Chevron position peaked at $391K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.