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Concord Investment Counsel’s Chevron CVX Stock Holding History

Concord Investment Counsel’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 		$380K Buy
2,294
+15
+0.7% +$2.79K 0.1% 38
2026
Q1 		$471K Buy
2,279
+1,619
+245% +$295K 0.16% 33
2025
Q4 		$101K Sell
660
-210
-24% -$32K 0.03% 38
2025
Q3 		$135K Buy
+870
New +$135K 0.04% 37

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Concord Investment Counsel's CVX Position: Q2 2026 in Review

Concord Investment Counsel increased its Chevron (CVX) stake by 0.66% in Q2 2026, buying an estimated $2.79K and bringing the position to 2,294 shares worth $380K. The position accounts for 0.1% of the portfolio, ranked #38.

Concord Investment Counsel first reported a position in CVX in Q3 2025 and has held it in 4 quarters since. The position peaked at $471K in Q1 2026. 4,137 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Concord Investment Counsel held 2,294 shares of Chevron worth $380K as of Q2 2026.
  • Concord Investment Counsel bought 15 Chevron shares in Q2 2026, an estimated $2.79K.
  • Chevron made up 0.1% of Concord Investment Counsel's portfolio in Q2 2026, its #38 holding.
  • Concord Investment Counsel first reported a position in Chevron in Q3 2025 and has held it in 4 quarters since.
  • Concord Investment Counsel's Chevron position peaked at $471K in Q1 2026.
  • 4,137 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Concord Investment Counsel's 13F filing for Q2 2026, filed 12 Aug 2026.