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Fortis Capital Management’s Chevron CVX Stock Holding History

Fortis 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 		$643K Buy
3,879
+248
+7% +$46.2K 0.07% 118
2026
Q1 		$751K Sell
3,631
-25
-0.7% -$4.56K 0.08% 103
2025
Q4 		$557K Buy
3,656
+2,010
+122% +$306K 0.07% 111
2025
Q3 		$256K Buy
+1,646
New +$255K 0.04% 153

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Fortis Capital Management increased its Chevron (CVX) stake by 6.8% in Q2 2026, buying an estimated $46.2K and bringing the position to 3,879 shares worth $643K. The position accounts for 0.07% of the portfolio, ranked #118.

Fortis Capital Management first reported a position in CVX in Q3 2025 and has held it in 4 quarters since. The position peaked at $751K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Fortis Capital Management held 3,879 shares of Chevron worth $643K as of Q2 2026.
  • Fortis Capital Management bought 248 Chevron shares in Q2 2026, an estimated $46.2K.
  • Chevron made up 0.07% of Fortis Capital Management's portfolio in Q2 2026, its #118 holding.
  • Fortis Capital Management first reported a position in Chevron in Q3 2025 and has held it in 4 quarters since.
  • Fortis Capital Management's Chevron position peaked at $751K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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