FORA Capital’s Chevron CVX Stock Holding History

FORA 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	$8.44M	Sell	50,904 -2,507	-5%	-$467K	0.58%	60
2026 Q1	$11M	Sell	53,411 -17,704	-25%	-$3.23M	0.81%	32
2025 Q4	$10.8M	Buy	71,115 +64,196	+928%	+$9.78M	1.31%	13
2025 Q3	$1.07M	Buy	+6,919	New	+$1.07M	0.19%	151
2025 Q2	–	Sell	-87,617	Closed	-$14.7M	–	546
2025 Q1	$14.7M	Buy	87,617 +55,099	+169%	+$8.63M	1.49%	6
2024 Q4	$4.71M	Sell	32,518 -20,526	-39%	-$3.14M	0.54%	57
2024 Q3	$7.81M	Buy	+53,044	New	+$7.9M	0.92%	22
2024 Q2	–	Sell	-72,686	Closed	-$11.5M	–	404
2024 Q1	$11.5M	Sell	72,686 -22,206	-23%	-$3.35M	0.94%	24
2023 Q4	$14.2M	Buy	+94,892	New	+$14.4M	1.22%	10
2023 Q3	–	Sell	-50,966	Closed	-$8.02M	–	485
2023 Q2	$8.02M	Buy	+50,966	New	+$8.17M	1.14%	12
2023 Q1	–	Sell	-53,188	Closed	-$9.55M	–	555
2022 Q4	$9.55M	Sell	53,188 -21,489	-29%	-$3.75M	1.54%	7
2022 Q3	$10.7M	Buy	74,677 +22,603	+43%	+$3.45M	2.06%	4
2022 Q2	$7.54M	Buy	+52,074	New	+$8.61M	1.5%	2
2022 Q1	–	Sell	-17,959	Closed	-$2.11M	–	534
2021 Q4	$2.11M	Sell	17,959 -30,573	-63%	-$3.47M	0.82%	22
2021 Q3	$4.92M	Buy	+48,532	New	+$4.84M	1.24%	14
2021 Q2	–	Sell	-5,050	Closed	-$529K	–	925
2021 Q1	$529K	Sell	5,050 -3,455	-41%	-$337K	0.17%	142
2020 Q4	$718K	Sell	8,505 -7,943	-48%	-$643K	0.11%	210
2020 Q3	$1.18M	Buy	16,448 +7,116	+76%	+$598K	0.78%	24
2020 Q2	$833K	Sell	9,332 -576	-6%	-$51.6K	0.29%	84
2020 Q1	$718K	Sell	9,908 -57,480	-85%	-$5.68M	0.16%	168
2019 Q4	$8.12M	Buy	+67,388	New	+$7.94M	0.82%	19

Other funds holding CVX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

FORA Capital's CVX Position: Q2 2026 in Review

FORA Capital reduced its Chevron (CVX) stake by 4.7% in Q2 2026, selling an estimated $467K and leaving 50,904 shares worth $8.44M. The position accounts for 0.58% of the portfolio, ranked #60.

FORA Capital first reported a position in CVX in Q4 2019 and has held it in 21 quarters since. The position peaked at $14.7M in Q1 2025. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

FORA Capital held 50,904 shares of Chevron worth $8.44M as of Q2 2026.
FORA Capital sold 2,507 Chevron shares in Q2 2026, an estimated $467K.
Chevron made up 0.58% of FORA Capital's portfolio in Q2 2026, its #60 holding.
FORA Capital first reported a position in Chevron in Q4 2019 and has held it in 21 quarters since.
FORA Capital's Chevron position peaked at $14.7M in Q1 2025.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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