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Councilmark Asset Management’s Chevron CVX Stock Holding History

Councilmark Asset 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 		$218K Hold
1,315
– – 0.12% 83
2026
Q1 		$272K Hold
1,315
– – 0.16% 75
2025
Q4 		$200K Hold
1,315
– – 0.11% 83
2025
Q3 		$204K Buy
+1,315
New +$204K 0.12% 84
2025
Q2 		– Sell
-1,315
Closed -$220K – 88
2025
Q1 		$220K Buy
+1,315
New +$206K 0.15% 81
2024
Q3 		– Sell
-1,315
Closed -$206K – 84
2024
Q2 		$206K Hold
1,315
– – 0.15% 80
2024
Q1 		$207K Buy
+1,315
New +$198K 0.15% 82

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

Councilmark Asset Management's CVX Position: Q2 2026 in Review

Councilmark Asset Management held its Chevron (CVX) position steady in Q2 2026 at 1,315 shares worth $218K. The position accounts for 0.12% of the portfolio, ranked #83.

Councilmark Asset Management first reported a position in CVX in Q1 2024 and has held it in 7 quarters since. The position peaked at $272K in Q1 2026. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Councilmark Asset Management held 1,315 shares of Chevron worth $218K as of Q2 2026.
  • Councilmark Asset Management left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.12% of Councilmark Asset Management's portfolio in Q2 2026, its #83 holding.
  • Councilmark Asset Management first reported a position in Chevron in Q1 2024 and has held it in 7 quarters since.
  • Councilmark Asset Management's Chevron position peaked at $272K in Q1 2026.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Councilmark Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.