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Disciplined Investors’s Chevron CVX Stock Holding History

Disciplined Investors’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 		$219K Buy
1,318
+350
+36% +$65.1K 0.11% 137
2026
Q1 		$200K Buy
+968
New +$177K 0.12% 135
2025
Q1 		– Sell
-1,520
Closed -$236K – 121
2024
Q4 		$236K Buy
+1,520
New +$233K 0.23% 95

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

Disciplined Investors's CVX Position: Q2 2026 in Review

Disciplined Investors increased its Chevron (CVX) stake by 36% in Q2 2026, buying an estimated $65.1K and bringing the position to 1,318 shares worth $219K. The position accounts for 0.11% of the portfolio, ranked #137.

Disciplined Investors first reported a position in CVX in Q4 2024 and has held it in 3 quarters since. The position peaked at $236K in Q4 2024. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Disciplined Investors held 1,318 shares of Chevron worth $219K as of Q2 2026.
  • Disciplined Investors bought 350 Chevron shares in Q2 2026, an estimated $65.1K.
  • Chevron made up 0.11% of Disciplined Investors's portfolio in Q2 2026, its #137 holding.
  • Disciplined Investors first reported a position in Chevron in Q4 2024 and has held it in 3 quarters since.
  • Disciplined Investors's Chevron position peaked at $236K in Q4 2024.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.