C
CVX icon

Covestor’s Chevron CVX Stock Holding History

Covestor’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 		$122K Sell
738
-104
-12% -$19.4K 0.07% 268
2026
Q1 		$174K Sell
842
-454
-35% -$82.8K 0.12% 129
2025
Q4 		$198K Buy
1,296
+256
+25% +$39K 0.1% 223
2025
Q3 		$162K Sell
1,040
-287
-22% -$44.4K 0.09% 304
2025
Q2 		$190K Sell
1,327
-137
-9% -$19.3K 0.11% 204
2025
Q1 		$245K Sell
1,464
-137
-9% -$21.4K 0.16% 98
2024
Q4 		$232K Buy
1,601
+161
+11% +$24.6K 0.15% 115
2024
Q3 		$212K Buy
1,440
+47
+3% +$7K 0.13% 150
2024
Q2 		$218K Sell
1,393
-43
-3% -$6.86K 0.14% 143
2024
Q1 		$227K Sell
1,436
-1,123
-44% -$169K 0.14% 127
2023
Q4 		$382K Sell
2,559
-1,070
-29% -$162K 0.26% 31
2023
Q3 		$612K Buy
3,629
+567
+19% +$91.6K 0.46% 16
2023
Q2 		$482K Buy
3,062
+254
+9% +$40.7K 0.37% 16
2023
Q1 		$458K Buy
2,808
+224
+9% +$37.6K 0.4% 16
2022
Q4 		$464K Sell
2,584
-362
-12% -$63.2K 0.38% 23
2022
Q3 		$423K Buy
2,946
+73
+3% +$11.1K 0.37% 21
2022
Q2 		$416K Sell
2,873
-412
-13% -$68.1K 0.33% 27
2022
Q1 		$535K Buy
3,285
+1,876
+133% +$269K 0.36% 26
2021
Q4 		$165K Buy
+1,409
New +$160K 0.23% 46

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

Covestor's CVX Position: Q2 2026 in Review

Covestor reduced its Chevron (CVX) stake by 12% in Q2 2026, selling an estimated $19.4K and leaving 738 shares worth $122K. The position accounts for 0.07% of the portfolio, ranked #268.

Covestor first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $612K in Q3 2023. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Covestor held 738 shares of Chevron worth $122K as of Q2 2026.
  • Covestor sold 104 Chevron shares in Q2 2026, an estimated $19.4K.
  • Chevron made up 0.07% of Covestor's portfolio in Q2 2026, its #268 holding.
  • Covestor first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Chevron position peaked at $612K in Q3 2023.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.