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Caldwell Sutter Capital’s Chevron CVX Stock Holding History

Caldwell Sutter 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 		$2.8M Buy
16,865
+53
+0.3% +$9.87K 1.05% 17
2026
Q1 		$3.48M Sell
16,812
-137
-0.8% -$25K 1.41% 11
2025
Q4 		$2.58M Sell
16,949
-58
-0.3% -$8.83K 1.1% 18
2025
Q3 		$2.64M Sell
17,007
-155
-0.9% -$24K 1.13% 16
2025
Q2 		$2.46M Sell
17,162
-1,506
-8% -$212K 1.13% 17
2025
Q1 		$3.12M Sell
18,668
-1,772
-9% -$277K 1.49% 8
2024
Q4 		$2.96M Buy
20,440
+1,009
+5% +$154K 1.38% 9
2024
Q3 		$2.86M Sell
19,431
-900
-4% -$134K 1.33% 11
2024
Q2 		$3.18M Sell
20,331
-274
-1% -$43.7K 1.57% 8
2024
Q1 		$3.25M Buy
20,605
+141
+0.7% +$21.3K 1.56% 7
2023
Q4 		$3.05M Sell
20,464
-329
-2% -$49.8K 1.55% 8
2023
Q3 		$3.51M Sell
20,793
-680
-3% -$110K 1.94% 4
2023
Q2 		$3.38M Buy
21,473
+9,859
+85% +$1.58M 1.77% 6
2023
Q1 		$1.89M Buy
11,614
+1,863
+19% +$312K 1.38% 17
2022
Q4 		$1.75M Buy
+9,751
New +$1.7M 1.54% 19

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

Caldwell Sutter Capital's CVX Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Chevron (CVX) stake by 0.32% in Q2 2026, buying an estimated $9.87K and bringing the position to 16,865 shares worth $2.8M. The position accounts for 1.05% of the portfolio, ranked #17.

Caldwell Sutter Capital first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.51M in Q3 2023. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Caldwell Sutter Capital held 16,865 shares of Chevron worth $2.8M as of Q2 2026.
  • Caldwell Sutter Capital bought 53 Chevron shares in Q2 2026, an estimated $9.87K.
  • Chevron made up 1.05% of Caldwell Sutter Capital's portfolio in Q2 2026, its #17 holding.
  • Caldwell Sutter Capital first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's Chevron position peaked at $3.51M in Q3 2023.
  • 4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.