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Custom Index Systems’s Chevron CVX Stock Holding History

Custom Index Systems’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 		$335K Sell
2,018
-83
-4% -$15.4K 0.12% 194
2026
Q1 		$435K Buy
2,101
+56
+3% +$10.2K 0.19% 153
2025
Q4 		$312K Buy
+2,045
New +$311K 0.14% 195
2025
Q3 		– Sell
-2,216
Closed -$317K – 266
2025
Q2 		$317K Buy
2,216
+52
+2% +$7.33K 0.15% 186
2025
Q1 		$362K Sell
2,164
-285
-12% -$44.6K 0.18% 176
2024
Q4 		$355K Sell
2,449
-467
-16% -$71.5K 0.19% 160
2024
Q3 		$429K Sell
2,916
-46
-2% -$6.85K 0.23% 133
2024
Q2 		$463K Buy
2,962
+899
+44% +$143K 0.27% 99
2024
Q1 		$325K Sell
2,063
-190
-8% -$28.7K 0.19% 181
2023
Q4 		$336K Buy
+2,253
New +$341K 0.21% 148

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

Custom Index Systems's CVX Position: Q2 2026 in Review

Custom Index Systems reduced its Chevron (CVX) stake by 4% in Q2 2026, selling an estimated $15.4K and leaving 2,018 shares worth $335K. The position accounts for 0.12% of the portfolio, ranked #194.

Custom Index Systems first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $463K in Q2 2024. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Custom Index Systems held 2,018 shares of Chevron worth $335K as of Q2 2026.
  • Custom Index Systems sold 83 Chevron shares in Q2 2026, an estimated $15.4K.
  • Chevron made up 0.12% of Custom Index Systems's portfolio in Q2 2026, its #194 holding.
  • Custom Index Systems first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • Custom Index Systems's Chevron position peaked at $463K in Q2 2024.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.