CVFG LLC’s Chevron CVX Stock Holding History

CVFG LLC’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	$2.84M	Sell	17,114 -2,204	-11%	-$410K	0.3%	89
2026 Q1	$4M	Buy	19,318 +17,999	+1,365%	+$3.28M	0.5%	66
2025 Q4	$201K	Buy	+1,319	New	+$201K	0.14%	103

Other funds holding CVX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

CVFG LLC's CVX Position: Q2 2026 in Review

CVFG LLC reduced its Chevron (CVX) stake by 11% in Q2 2026, selling an estimated $410K and leaving 17,114 shares worth $2.84M. The position accounts for 0.3% of the portfolio, ranked #89.

CVFG LLC first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $4M in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

CVFG LLC held 17,114 shares of Chevron worth $2.84M as of Q2 2026.
CVFG LLC sold 2,204 Chevron shares in Q2 2026, an estimated $410K.
Chevron made up 0.3% of CVFG LLC's portfolio in Q2 2026, its #89 holding.
CVFG LLC first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
CVFG LLC's Chevron position peaked at $4M in Q1 2026.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.