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Buffalo Business & Estate Services’s Chevron CVX Stock Holding History

Buffalo Business & Estate Services’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
-23,125
Closed -$4.3M – 36
2026
Q1 		$4.78M Sell
23,125
-3,846
-14% -$701K 0.69% 28
2025
Q4 		$4.11M Buy
+26,971
New +$4.11M 0.59% 32

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

Buffalo Business & Estate Services's CVX Position: Q2 2026 in Review

Buffalo Business & Estate Services sold out of Chevron (CVX) in Q2 2026, closing a stake of 23,125 shares — an estimated $4.3M sold.

Buffalo Business & Estate Services first reported a position in CVX in Q4 2025 and held it in 2 quarters. The position peaked at $4.78M in Q1 2026. 4,115 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Buffalo Business & Estate Services reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Buffalo Business & Estate Services sold 23,125 Chevron shares in Q2 2026, an estimated $4.3M.
  • Buffalo Business & Estate Services first reported a position in Chevron in Q4 2025 and held it in 2 quarters.
  • Buffalo Business & Estate Services's Chevron position peaked at $4.78M in Q1 2026.
  • 4,115 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Buffalo Business & Estate Services's 13F filing for Q2 2026, filed 23 Jul 2026.