Cercano Management’s Chevron CVX Stock Holding History

Cercano 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	–	Sell	-1,518	Closed	-$314K	–	139
2026 Q1	$314K	Buy	+1,518	New	+$277K	0.01%	116
2024 Q2	–	Sell	-4,407	Closed	-$695K	–	102
2024 Q1	$695K	Hold	4,407	–	–	0.02%	94
2023 Q4	$657K	Hold	4,407	–	–	0.02%	79
2023 Q3	$743K	Hold	4,407	–	–	0.03%	91
2023 Q2	$693K	Hold	4,407	–	–	0.02%	91
2023 Q1	$719K	Hold	4,407	–	–	0.03%	86
2022 Q4	$791K	Buy	+4,407	New	+$769K	0.03%	80

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cercano Management's CVX Position: Q2 2026 in Review

Cercano Management sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,518 shares — an estimated $314K sold.

Cercano Management first reported a position in CVX in Q4 2022 and held it in 7 quarters. The position peaked at $791K in Q4 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Cercano Management reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Cercano Management sold 1,518 Chevron shares in Q2 2026, an estimated $314K.
Cercano Management first reported a position in Chevron in Q4 2022 and held it in 7 quarters.
Cercano Management's Chevron position peaked at $791K in Q4 2022.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cercano Management's 13F filing for Q2 2026, filed 13 Aug 2026.