Empirical Asset Management’s Chevron CVX Stock Holding History

Empirical Asset 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	$1.95M	Sell	11,765 -98	-0.8%	-$18.2K	0.44%	56
2026 Q1	$2.45M	Sell	11,863 -11,179	-49%	-$2.04M	0.65%	22
2025 Q4	$1.76M	Sell	23,042 -125	-0.5%	-$19K	0.5%	44
2025 Q3	$1.81M	Buy	23,167 +11,646	+101%	+$1.8M	0.5%	36
2025 Q2	$1.65M	Buy	11,521 +28	+0.2%	+$3.95K	0.51%	44
2025 Q1	$1.92M	Sell	11,493 -258	-2%	-$40.4K	0.66%	33
2024 Q4	$1.7M	Sell	11,751 -15,025	-56%	-$2.3M	0.56%	36
2024 Q3	$1.67M	Sell	26,776 -423	-2%	-$63K	0.59%	39
2024 Q2	$1.84M	Buy	27,199 +12,175	+81%	+$1.94M	0.69%	25
2024 Q1	$1.49M	Buy	15,024 +13,643	+988%	+$2.06M	0.72%	32
2023 Q4	$206K	Sell	1,381 -2,690	-66%	-$407K	0.17%	171
2023 Q3	$686K	Buy	4,071 +2,735	+205%	+$442K	0.6%	55
2023 Q2	$210K	Buy	1,336 +9	+0.7%	+$1.44K	0.19%	149
2023 Q1	$216K	Sell	1,327 -8,461	-86%	-$1.42M	0.21%	134
2022 Q4	$238K	Buy	+9,788	New	+$1.71M	0.25%	137
2022 Q2	–	Sell	-2,225	Closed	-$362K	–	158
2022 Q1	$362K	Buy	2,225 +49	+2%	+$7.03K	0.34%	103
2021 Q4	$255K	Buy	+2,176	New	+$247K	0.25%	129

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

Empirical Asset Management's CVX Position: Q2 2026 in Review

Empirical Asset Management reduced its Chevron (CVX) stake by 0.83% in Q2 2026, selling an estimated $18.2K and leaving 11,765 shares worth $1.95M. The position accounts for 0.44% of the portfolio, ranked #56.

Empirical Asset Management first reported a position in CVX in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.45M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Empirical Asset Management held 11,765 shares of Chevron worth $1.95M as of Q2 2026.
Empirical Asset Management sold 98 Chevron shares in Q2 2026, an estimated $18.2K.
Chevron made up 0.44% of Empirical Asset Management's portfolio in Q2 2026, its #56 holding.
Empirical Asset Management first reported a position in Chevron in Q4 2021 and has held it in 17 quarters since.
Empirical Asset Management's Chevron position peaked at $2.45M in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.