EFH
CVX icon

Eaton Financial Holdings’s Chevron CVX Stock Holding History

Eaton Financial Holdings’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 		$867K Sell
5,228
-686
-12% -$128K 0.24% 71
2026
Q1 		$1.22M Sell
5,914
-244
-4% -$44.5K 0.4% 54
2025
Q4 		$939K Sell
6,158
-575
-9% -$87.6K 0.25% 70
2025
Q3 		$1.05M Sell
6,733
-501
-7% -$77.6K 0.29% 62
2025
Q2 		$1.04M Sell
7,234
-2,377
-25% -$335K 0.32% 51
2025
Q1 		$1.61M Sell
9,611
-2,300
-19% -$360K 0.67% 32
2024
Q4 		$1.73M Sell
11,911
-1,300
-10% -$199K 0.66% 33
2024
Q3 		$1.95M Buy
+13,211
New +$1.97M 0.79% 27
2024
Q1 		$2.08M Buy
13,161
+2,303
+21% +$348K 1.08% 25
2023
Q4 		$1.62M Buy
10,858
+37
+0.3% +$5.6K 0.39% 75
2023
Q3 		$1.82M Buy
10,821
+250
+2% +$40.4K 0.49% 59
2023
Q2 		$1.66M Sell
10,571
-30
-0.3% -$4.81K 1.25% 17
2023
Q1 		$1.73M Sell
10,601
-42
-0.4% -$7.04K 1.35% 17
2022
Q4 		$1.91M Buy
+10,643
New +$1.86M 1.63% 14

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

Eaton Financial Holdings's CVX Position: Q2 2026 in Review

Eaton Financial Holdings reduced its Chevron (CVX) stake by 12% in Q2 2026, selling an estimated $128K and leaving 5,228 shares worth $867K. The position accounts for 0.24% of the portfolio, ranked #71.

Eaton Financial Holdings first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.08M in Q1 2024. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Eaton Financial Holdings held 5,228 shares of Chevron worth $867K as of Q2 2026.
  • Eaton Financial Holdings sold 686 Chevron shares in Q2 2026, an estimated $128K.
  • Chevron made up 0.24% of Eaton Financial Holdings's portfolio in Q2 2026, its #71 holding.
  • Eaton Financial Holdings first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • Eaton Financial Holdings's Chevron position peaked at $2.08M in Q1 2024.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.