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Carmel Capital Partners’s Chevron CVX Stock Holding History

Carmel Capital Partners’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
-994
Closed -$206K – 152
2026
Q1 		$206K Buy
+994
New +$181K 0.07% 116
2025
Q3 		– Sell
-3,184
Closed -$456K – 122
2025
Q2 		$456K Buy
3,184
+562
+21% +$79.2K 0.16% 93
2025
Q1 		$439K Sell
2,622
-46
-2% -$7.2K 0.17% 100
2024
Q4 		$386K Buy
2,668
+404
+18% +$61.8K 0.16% 99
2024
Q3 		$333K Sell
2,264
-324
-13% -$48.2K 0.13% 118
2024
Q2 		$405K Buy
2,588
+62
+2% +$9.89K 0.17% 90
2024
Q1 		$398K Buy
2,526
+59
+2% +$8.9K 0.16% 87
2023
Q4 		$368K Sell
2,467
-326
-12% -$49.3K 0.19% 88
2023
Q3 		$471K Buy
2,793
+232
+9% +$37.5K 0.21% 79
2023
Q2 		$403K Sell
2,561
-100
-4% -$16K 0.21% 76
2023
Q1 		$434K Buy
2,661
+57
+2% +$9.56K 0.26% 80
2022
Q4 		$467K Buy
2,604
+372
+17% +$64.9K 0.32% 73
2022
Q3 		$321K Sell
2,232
-42
-2% -$6.41K 0.31% 76
2022
Q2 		$329K Buy
2,274
+95
+4% +$15.7K 0.31% 75
2022
Q1 		$355K Buy
2,179
+95
+5% +$13.6K 0.3% 77
2021
Q4 		$245K Buy
+2,084
New +$237K 0.18% 98

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Carmel Capital Partners's CVX Position: Q2 2026 in Review

Carmel Capital Partners sold out of Chevron (CVX) in Q2 2026, closing a stake of 994 shares — an estimated $206K sold.

Carmel Capital Partners first reported a position in CVX in Q4 2021 and held it in 16 quarters. The position peaked at $471K in Q3 2023. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Carmel Capital Partners reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Carmel Capital Partners sold 994 Chevron shares in Q2 2026, an estimated $206K.
  • Carmel Capital Partners first reported a position in Chevron in Q4 2021 and held it in 16 quarters.
  • Carmel Capital Partners's Chevron position peaked at $471K in Q3 2023.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.