Charter Research & Investment Group’s Chevron CVX Stock Holding History

Charter Research & Investment Group’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	$602K	Hold	3,630	–	–	0.37%	54
2026 Q1	$751K	Hold	3,630	–	–	0.5%	46
2025 Q4	$553K	Hold	3,630	–	–	0.37%	56
2025 Q3	$564K	Hold	3,630	–	–	0.39%	55
2025 Q2	$520K	Hold	3,630	–	–	0.39%	58
2025 Q1	$607K	Hold	3,630	–	–	0.46%	52
2024 Q4	$526K	Hold	3,630	–	–	0.4%	54
2024 Q3	$535K	Hold	3,630	–	–	0.39%	57
2024 Q2	$568K	Hold	3,630	–	–	0.45%	55
2024 Q1	$573K	Hold	3,630	–	–	0.45%	55
2023 Q4	$541K	Hold	3,630	–	–	0.45%	53
2023 Q3	$612K	Hold	3,630	–	–	0.55%	44
2023 Q2	$571K	Hold	3,630	–	–	0.47%	50
2023 Q1	$592K	Hold	3,630	–	–	0.52%	46
2022 Q4	$652K	Hold	3,630	–	–	0.63%	40
2022 Q3	$522K	Sell	3,630 -457	-11%	-$69.7K	0.53%	45
2022 Q2	$592K	Sell	4,087 -15	-0.4%	-$2.48K	0.54%	45
2022 Q1	$668K	Hold	4,102	–	–	0.54%	46
2021 Q4	$481K	Hold	4,102	–	–	0.38%	56
2021 Q3	$416K	Hold	4,102	–	–	0.35%	58
2021 Q2	$430K	Buy	4,102 +43	+1%	+$4.54K	0.36%	56
2021 Q1	$425K	Hold	4,059	–	–	0.37%	58
2020 Q4	$343K	Buy	4,059 +610	+18%	+$49.4K	0.33%	64
2020 Q3	$248K	Hold	3,449	–	–	0.27%	63
2020 Q2	$308K	Hold	3,449	–	–	0.36%	62
2020 Q1	$250K	Sell	3,449 -3,646	-51%	-$360K	0.33%	66
2019 Q4	$855K	Buy	7,095 +107	+2%	+$12.6K	0.87%	37
2019 Q3	$829K	Buy	6,988 +46	+0.7%	+$5.59K	0.9%	38
2019 Q2	$864K	Sell	6,942 -60	-0.9%	-$7.25K	0.96%	37
2019 Q1	$863K	Sell	7,002 -10	-0.1%	-$1.18K	0.95%	36
2018 Q4	$763K	Hold	7,012	–	–	0.96%	37
2018 Q3	$857K	Sell	7,012 -60	-0.8%	-$7.28K	0.93%	38
2018 Q2	$894K	Buy	7,072 +114	+2%	+$14.2K	1.03%	36
2018 Q1	$793K	Hold	6,958	–	–	0.95%	36
2017 Q4	$871K	Buy	+6,958	New	+$825K	0.98%	36
2016 Q3	$725K	Hold	7,048	–	–	0.85%	35
2016 Q2	$739K	Sell	7,048 -48	-0.7%	-$4.83K	0.84%	38
2016 Q1	$677K	Hold	7,096	–	–	0.78%	39
2015 Q4	$638K	Buy	7,096 +3,600	+103%	+$325K	0.74%	40
2015 Q3	$276K	Sell	3,496 -3,000	-46%	-$253K	0.36%	58
2015 Q2	$627K	Hold	6,496	–	–	0.7%	38
2015 Q1	$682K	Hold	6,496	–	–	0.75%	38
2014 Q4	$729K	Buy	+6,496	New	+$738K	0.8%	36

Other funds holding CVX

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Charter Research & Investment Group's CVX Position: Q2 2026 in Review

Charter Research & Investment Group held its Chevron (CVX) position steady in Q2 2026 at 3,630 shares worth $602K. The position accounts for 0.37% of the portfolio, ranked #54.

Charter Research & Investment Group first reported a position in CVX in Q4 2014 and has held it in 43 quarters since. The position peaked at $894K in Q2 2018. 4,140 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Charter Research & Investment Group held 3,630 shares of Chevron worth $602K as of Q2 2026.
Charter Research & Investment Group left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.37% of Charter Research & Investment Group's portfolio in Q2 2026, its #54 holding.
Charter Research & Investment Group first reported a position in Chevron in Q4 2014 and has held it in 43 quarters since.
Charter Research & Investment Group's Chevron position peaked at $894K in Q2 2018.
4,140 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Charter Research & Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.