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Dorato Capital Management’s Chevron CVX Stock Holding History

Dorato Capital 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 		$145K Buy
821
+67
+9% +$12.5K 0.1% 130
2026
Q1 		$145K Hold
754
– – 0.11% 130
2025
Q4 		$126K Buy
+754
New +$115K 0.09% 135

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Dorato Capital Management's CVX Position: Q2 2026 in Review

Dorato Capital Management increased its Chevron (CVX) stake by 8.9% in Q2 2026, buying an estimated $12.5K and bringing the position to 821 shares worth $145K. The position accounts for 0.1% of the portfolio, ranked #130.

Dorato Capital Management first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $145K in Q1 2026. 2,640 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Dorato Capital Management held 821 shares of Chevron worth $145K as of Q2 2026.
  • Dorato Capital Management bought 67 Chevron shares in Q2 2026, an estimated $12.5K.
  • Chevron made up 0.1% of Dorato Capital Management's portfolio in Q2 2026, its #130 holding.
  • Dorato Capital Management first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's Chevron position peaked at $145K in Q1 2026.
  • 2,640 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.