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Dale Q Rice Investment Management’s Chevron CVX Stock Holding History

Dale Q Rice Investment 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 		$338K Hold
2,038
– – 0.18% 55
2026
Q1 		$422K Hold
2,038
– – 0.32% 44
2025
Q4 		$311K Sell
2,038
-14
-0.7% -$2.13K 0.22% 54
2025
Q3 		$311K Hold
2,052
– – 0.22% 51
2025
Q2 		$308K Sell
2,052
-2,052
-50% -$289K 0.26% 54
2025
Q1 		$687K Hold
4,104
– – 0.35% 43
2024
Q4 		$594K Buy
+4,104
New +$628K 0.26% 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

Dale Q Rice Investment Management's CVX Position: Q2 2026 in Review

Dale Q Rice Investment Management held its Chevron (CVX) position steady in Q2 2026 at 2,038 shares worth $338K. The position accounts for 0.18% of the portfolio, ranked #55.

Dale Q Rice Investment Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $687K in Q1 2025. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Dale Q Rice Investment Management held 2,038 shares of Chevron worth $338K as of Q2 2026.
  • Dale Q Rice Investment Management left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.18% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #55 holding.
  • Dale Q Rice Investment Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Dale Q Rice Investment Management's Chevron position peaked at $687K in Q1 2025.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.