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Carderock Capital Management’s Chevron CVX Stock Holding History

Carderock 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 		$594K Sell
3,582
-600
-14% -$112K 0.13% 57
2026
Q1 		$865K Hold
4,182
– – 0.21% 52
2025
Q4 		$637K Sell
4,182
-12
-0.3% -$1.83K 0.15% 53
2025
Q3 		$651K Buy
4,194
+12
+0.3% +$1.86K 0.16% 54
2025
Q2 		$599K Hold
4,182
– – 0.15% 55
2025
Q1 		$700K Sell
4,182
-125
-3% -$19.6K 0.19% 52
2024
Q4 		$624K Hold
4,307
– – 0.16% 56
2024
Q3 		$634K Hold
4,307
– – 0.15% 54
2024
Q2 		$674K Hold
4,307
– – 0.18% 54
2024
Q1 		$679K Sell
4,307
-368
-8% -$55.5K 0.19% 52
2023
Q4 		$697K Sell
4,675
-17
-0.4% -$2.57K 0.19% 51
2023
Q3 		$791K Buy
4,692
+17
+0.4% +$2.75K 0.27% 48
2023
Q2 		$736K Hold
4,675
– – 0.23% 50
2023
Q1 		$763K Sell
4,675
-101
-2% -$16.9K 0.27% 52
2022
Q4 		$857K Sell
4,776
-130
-3% -$22.7K 0.36% 50
2022
Q3 		$705K Buy
4,906
+130
+3% +$19.8K 0.36% 53
2022
Q2 		$691K Hold
4,776
– – 0.29% 55
2022
Q1 		$778K Sell
4,776
-655
-12% -$93.9K 0.25% 58
2021
Q4 		$637K Buy
5,431
+600
+12% +$68.2K 0.15% 60
2021
Q3 		$490K Buy
4,831
+1,100
+29% +$110K 0.14% 64
2021
Q2 		$391K Hold
3,731
– – 0.11% 71
2021
Q1 		$391K Hold
3,731
– – 0.12% 66
2020
Q4 		$315K Hold
3,731
– – 0.1% 66
2020
Q3 		$269K Sell
3,731
-7,043
-65% -$592K 0.09% 65
2020
Q2 		$961K Sell
10,774
-526
-5% -$47.1K 0.35% 54
2020
Q1 		$819K Sell
11,300
-15,059
-57% -$1.49M 0.38% 52
2019
Q4 		$3.18M Buy
26,359
+6
+0% +$707 1.07% 46
2019
Q3 		$3.13M Sell
26,353
-3,192
-11% -$388K 1.15% 44
2019
Q2 		$3.68M Sell
29,545
-38
-0.1% -$4.59K 1.39% 41
2019
Q1 		$3.64M Sell
29,583
-1,342
-4% -$159K 1.49% 38
2018
Q4 		$3.36M Sell
30,925
-688
-2% -$79.7K 1.74% 29
2018
Q3 		$3.87M Buy
31,613
+7
+0% +$849 1.53% 31
2018
Q2 		$4M Sell
31,606
-61
-0.2% -$7.57K 1.72% 26
2018
Q1 		$3.61M Sell
31,667
-648
-2% -$77.5K 1.59% 31
2017
Q4 		$4.05M Buy
32,315
+4,120
+15% +$489K 1.78% 24
2017
Q3 		$3.31M Sell
28,195
-567
-2% -$61.9K 1.49% 33
2017
Q2 		$3M Sell
28,762
-57
-0.2% -$6.04K 1.35% 35
2017
Q1 		$3.09M Buy
28,819
+5,521
+24% +$619K 1.43% 33
2016
Q4 		$2.74M Buy
23,298
+17,523
+303% +$1.91M 1.37% 37
2016
Q3 		$594K Hold
5,775
– – 0.3% 63
2016
Q2 		$605K Hold
5,775
– – 0.32% 59
2016
Q1 		$551K Sell
5,775
-775
-12% -$67.8K 0.28% 63
2015
Q4 		$589K Sell
6,550
-6,670
-50% -$601K 0.31% 63
2015
Q3 		$1.04M Sell
13,220
-16,414
-55% -$1.38M 0.58% 50
2015
Q2 		$2.86M Sell
29,634
-7,112
-19% -$747K 1.44% 32
2015
Q1 		$3.86M Sell
36,746
-669
-2% -$71.4K 1.87% 24
2014
Q4 		$4.2M Sell
37,415
-1,674
-4% -$190K 2.07% 23
2014
Q3 		$4.66M Sell
39,089
-2,940
-7% -$375K 2.39% 7
2014
Q2 		$5.49M Buy
42,029
+643
+2% +$80K 2.86% 4
2014
Q1 		$4.92M Sell
41,386
-841
-2% -$97.8K 2.5% 7
2013
Q4 		$5.28M Sell
42,227
-298
-0.7% -$36K 2.77% 6
2013
Q3 		$5.17M Buy
42,525
+169
+0.4% +$20.8K 3% 3
2013
Q2 		$5.01M Buy
+42,356
New +$5.12M 2.96% 4

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Carderock Capital Management reduced its Chevron (CVX) stake by 14% in Q2 2026, selling an estimated $112K and leaving 3,582 shares worth $594K. The position accounts for 0.13% of the portfolio, ranked #57.

Carderock Capital Management first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.49M in Q2 2014. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Carderock Capital Management held 3,582 shares of Chevron worth $594K as of Q2 2026.
  • Carderock Capital Management sold 600 Chevron shares in Q2 2026, an estimated $112K.
  • Chevron made up 0.13% of Carderock Capital Management's portfolio in Q2 2026, its #57 holding.
  • Carderock Capital Management first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Carderock Capital Management's Chevron position peaked at $5.49M in Q2 2014.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Carderock Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.