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Catalyst Funds Management’s Chevron CVX Stock Holding History

Catalyst Funds 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 		$4.56M Buy
27,501
+8,044
+41% +$1.5M 0.26% 104
2026
Q1 		$4.03M Buy
19,457
+6,657
+52% +$1.21M 0.68% 28
2025
Q4 		$1.95M Buy
12,800
+8,000
+167% +$1.22M 0.45% 49
2025
Q3 		$745K Sell
4,800
-13,400
-74% -$2.08M 0.11% 179
2025
Q2 		$2.61M Buy
18,200
+11,480
+171% +$1.62M 0.72% 25
2025
Q1 		$1.12M Sell
6,720
-15,380
-70% -$2.41M 0.29% 104
2024
Q4 		$3.2M Buy
22,100
+9,500
+75% +$1.45M 0.78% 29
2024
Q3 		$1.86M Buy
12,600
+4,400
+54% +$655K 0.41% 38
2024
Q2 		$1.28M Sell
8,200
-200
-2% -$31.9K 0.34% 43
2024
Q1 		$1.33M Buy
+8,400
New +$1.27M 0.37% 68

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

Catalyst Funds Management's CVX Position: Q2 2026 in Review

Catalyst Funds Management increased its Chevron (CVX) stake by 41% in Q2 2026, buying an estimated $1.5M and bringing the position to 27,501 shares worth $4.56M. The position accounts for 0.26% of the portfolio, ranked #104.

Catalyst Funds Management first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Catalyst Funds Management held 27,501 shares of Chevron worth $4.56M as of Q2 2026.
  • Catalyst Funds Management bought 8,044 Chevron shares in Q2 2026, an estimated $1.5M.
  • Chevron made up 0.26% of Catalyst Funds Management's portfolio in Q2 2026, its #104 holding.
  • Catalyst Funds Management first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.