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Empowered Funds’s Chevron CVX Stock Holding History

Empowered Funds’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
2023
Q1 		– Sell
-416,624
Closed -$74.8M – 565
2022
Q4 		$74.8M Buy
+416,624
New +$72.7M 4.89% 2

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

Empowered Funds's CVX Position: Q2 2026 in Review

Empowered Funds increased its Chevron (CVX) stake by 6.1% in Q2 2026, buying an estimated $8.47M and bringing the position to 794,393 shares worth $132M. The position accounts for 0.69% of the portfolio, ranked #16.

Empowered Funds first reported a position in CVX in Q4 2020 and has held it in 21 quarters since. The position peaked at $155M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Empowered Funds held 794,393 shares of Chevron worth $132M as of Q2 2026.
  • Empowered Funds bought 45,511 Chevron shares in Q2 2026, an estimated $8.47M.
  • Chevron made up 0.69% of Empowered Funds's portfolio in Q2 2026, its #16 holding.
  • Empowered Funds first reported a position in Chevron in Q4 2020 and has held it in 21 quarters since.
  • Empowered Funds's Chevron position peaked at $155M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.