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Fogel Capital Management’s Chevron CVX Stock Holding History

Fogel Capital 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 		$2.23M Buy
13,448
+668
+5% +$124K 0.9% 28
2026
Q1 		$2.64M Buy
12,780
+2,552
+25% +$465K 1.21% 23
2025
Q4 		$1.56M Sell
10,228
-276
-3% -$42K 0.72% 27
2025
Q3 		$1.63M Buy
10,504
+160
+2% +$24.8K 0.75% 26
2025
Q2 		$1.48M Buy
10,344
+1,210
+13% +$171K 0.79% 26
2025
Q1 		$1.53M Buy
9,134
+3,648
+66% +$571K 0.82% 23
2024
Q4 		$795K Buy
5,486
+1,040
+23% +$159K 0.4% 26
2024
Q3 		$655K Buy
4,446
+810
+22% +$121K 0.34% 28
2024
Q2 		$569K Buy
3,636
+797
+28% +$127K 0.3% 28
2024
Q1 		$455K Buy
+2,839
New +$428K 0.27% 29

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

Fogel Capital Management's CVX Position: Q2 2026 in Review

Fogel Capital Management increased its Chevron (CVX) stake by 5.2% in Q2 2026, buying an estimated $124K and bringing the position to 13,448 shares worth $2.23M. The position accounts for 0.9% of the portfolio, ranked #28.

Fogel Capital Management first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.64M in Q1 2026. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Fogel Capital Management held 13,448 shares of Chevron worth $2.23M as of Q2 2026.
  • Fogel Capital Management bought 668 Chevron shares in Q2 2026, an estimated $124K.
  • Chevron made up 0.9% of Fogel Capital Management's portfolio in Q2 2026, its #28 holding.
  • Fogel Capital Management first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
  • Fogel Capital Management's Chevron position peaked at $2.64M in Q1 2026.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Fogel Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.