Eight 31 Financial’s Chevron CVX Stock Holding History

Eight 31 Financial’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	$693K	Sell	4,183 -112	-3%	-$20.8K	0.41%	35
2026 Q1	$889K	Sell	4,295 -116	-3%	-$21.2K	0.54%	31
2025 Q4	$672K	Sell	4,411 -35	-0.8%	-$5.33K	0.37%	36
2025 Q3	$690K	Sell	4,446 -2,607	-37%	-$404K	0.39%	36
2025 Q2	$1.01M	Sell	7,053 -781	-10%	-$110K	0.67%	29
2025 Q1	$1.31M	Sell	7,834 -1,192	-13%	-$187K	0.84%	27
2024 Q4	$1.31M	Buy	9,026 +3	+0%	+$459	0.98%	20
2024 Q3	$1.33M	Sell	9,023 -188	-2%	-$28K	1.02%	19
2024 Q2	$1.44M	Sell	9,211 -137	-1%	-$21.8K	1.1%	20
2024 Q1	$1.47M	Sell	9,348 -366	-4%	-$55.2K	0.92%	26
2023 Q4	$1.45M	Buy	+9,714	New	+$1.47M	0.89%	23

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Eight 31 Financial's CVX Position: Q2 2026 in Review

Eight 31 Financial reduced its Chevron (CVX) stake by 2.6% in Q2 2026, selling an estimated $20.8K and leaving 4,183 shares worth $693K. The position accounts for 0.41% of the portfolio, ranked #35.

Eight 31 Financial first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q1 2024. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Eight 31 Financial held 4,183 shares of Chevron worth $693K as of Q2 2026.
Eight 31 Financial sold 112 Chevron shares in Q2 2026, an estimated $20.8K.
Chevron made up 0.41% of Eight 31 Financial's portfolio in Q2 2026, its #35 holding.
Eight 31 Financial first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Eight 31 Financial's Chevron position peaked at $1.47M in Q1 2024.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Eight 31 Financial's 13F filing for Q2 2026, filed 13 Aug 2026.