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Davis Investment Partners’s Chevron CVX Stock Holding History

Davis Investment Partners’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 		$244K Buy
1,473
+11
+0.8% +$2.05K 0.07% 158
2026
Q1 		$303K Buy
1,462
+9
+0.6% +$1.64K 0.11% 140
2025
Q4 		$226K Buy
1,453
+12
+0.8% +$1.83K 0.08% 146
2025
Q3 		$223K Sell
1,441
-4,787
-77% -$741K 0.08% 152
2025
Q2 		$907K Buy
6,228
+322
+5% +$45.4K 0.32% 50
2025
Q1 		$799K Buy
5,906
+3,655
+162% +$572K 0.35% 51
2024
Q4 		$345K Buy
+2,251
New +$345K 0.15% 92

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Davis Investment Partners's CVX Position: Q2 2026 in Review

Davis Investment Partners increased its Chevron (CVX) stake by 0.75% in Q2 2026, buying an estimated $2.05K and bringing the position to 1,473 shares worth $244K. The position accounts for 0.07% of the portfolio, ranked #158.

Davis Investment Partners first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $907K in Q2 2025. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Davis Investment Partners held 1,473 shares of Chevron worth $244K as of Q2 2026.
  • Davis Investment Partners bought 11 Chevron shares in Q2 2026, an estimated $2.05K.
  • Chevron made up 0.07% of Davis Investment Partners's portfolio in Q2 2026, its #158 holding.
  • Davis Investment Partners first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Davis Investment Partners's Chevron position peaked at $907K in Q2 2025.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Davis Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.