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EdgeRock Capital’s Chevron CVX Stock Holding History

EdgeRock Capital’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 		$745K Buy
4,497
+286
+7% +$53.2K 0.17% 63
2026
Q1 		$871K Buy
4,211
+344
+9% +$62.7K 0.24% 44
2025
Q4 		$589K Sell
3,867
-3
-0.1% -$457 0.16% 63
2025
Q3 		$601K Buy
3,870
+2,351
+155% +$364K 0.17% 61
2025
Q2 		$219K Buy
+1,519
New +$214K 0.07% 102
2023
Q4 		– Sell
-1,775
Closed -$299K – 331
2023
Q3 		$299K Buy
1,775
+230
+15% +$37.1K 0.18% 39
2023
Q2 		$243K Sell
1,545
-90
-6% -$14.4K 0.12% 58
2023
Q1 		$267K Sell
1,635
-170
-9% -$28.5K 0.14% 52
2022
Q4 		$324K Buy
1,805
+824
+84% +$144K 0.18% 44
2022
Q3 		$141K Buy
+981
New +$150K 0.08% 68

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

EdgeRock Capital's CVX Position: Q2 2026 in Review

EdgeRock Capital increased its Chevron (CVX) stake by 6.8% in Q2 2026, buying an estimated $53.2K and bringing the position to 4,497 shares worth $745K. The position accounts for 0.17% of the portfolio, ranked #63.

EdgeRock Capital first reported a position in CVX in Q3 2022 and has held it in 10 quarters since. The position peaked at $871K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • EdgeRock Capital held 4,497 shares of Chevron worth $745K as of Q2 2026.
  • EdgeRock Capital bought 286 Chevron shares in Q2 2026, an estimated $53.2K.
  • Chevron made up 0.17% of EdgeRock Capital's portfolio in Q2 2026, its #63 holding.
  • EdgeRock Capital first reported a position in Chevron in Q3 2022 and has held it in 10 quarters since.
  • EdgeRock Capital's Chevron position peaked at $871K in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.