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Capstone Capital’s Chevron CVX Stock Holding History

Capstone 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 		– Sell
-1,046
Closed -$216K – 27
2026
Q1 		$216K Buy
+1,046
New +$191K 0.14% 22
2025
Q4 		– Sell
-1,639
Closed -$255K – 22
2025
Q3 		$255K Buy
1,639
+119
+8% +$18.4K 0.17% 21
2025
Q2 		$218K Sell
1,520
-35
-2% -$4.93K 0.16% 21
2025
Q1 		$260K Buy
1,555
+11
+0.7% +$1.72K 0.21% 18
2024
Q4 		$224K Buy
1,544
+9
+0.6% +$1.38K 0.18% 22
2024
Q3 		$226K Sell
1,535
-24
-2% -$3.57K 0.19% 24
2024
Q2 		$244K Sell
1,559
-188
-11% -$30K 0.22% 17
2024
Q1 		$276K Sell
1,747
-12
-0.7% -$1.81K 0.24% 15
2023
Q4 		$262K Buy
+1,759
New +$266K 0.26% 15

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

Capstone Capital's CVX Position: Q2 2026 in Review

Capstone Capital sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,046 shares — an estimated $216K sold.

Capstone Capital first reported a position in CVX in Q4 2023 and held it in 9 quarters. The position peaked at $276K in Q1 2024. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Capstone Capital reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Capstone Capital sold 1,046 Chevron shares in Q2 2026, an estimated $216K.
  • Capstone Capital first reported a position in Chevron in Q4 2023 and held it in 9 quarters.
  • Capstone Capital's Chevron position peaked at $276K in Q1 2024.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Capstone Capital's 13F filing for Q2 2026, filed 22 Jul 2026.