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Fortress Private Ledger’s Chevron CVX Stock Holding History

Fortress Private Ledger’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 		$1.8M Sell
10,864
-362
-3% -$67.4K 0.49% 41
2026
Q1 		$2.32M Buy
11,226
+1,234
+12% +$225K 0.73% 25
2025
Q4 		$1.52M Buy
9,992
+146
+1% +$22.2K 0.5% 41
2025
Q3 		$1.53M Sell
9,846
-416
-4% -$64.4K 0.56% 35
2025
Q2 		$1.47M Buy
10,262
+131
+1% +$18.5K 0.67% 32
2025
Q1 		$1.69M Sell
10,131
-499
-5% -$78.1K 0.95% 18
2024
Q4 		$1.54M Buy
+10,630
New +$1.63M 0.94% 22

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

Fortress Private Ledger's CVX Position: Q2 2026 in Review

Fortress Private Ledger reduced its Chevron (CVX) stake by 3.2% in Q2 2026, selling an estimated $67.4K and leaving 10,864 shares worth $1.8M. The position accounts for 0.49% of the portfolio, ranked #41.

Fortress Private Ledger first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.32M in Q1 2026. 4,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Fortress Private Ledger held 10,864 shares of Chevron worth $1.8M as of Q2 2026.
  • Fortress Private Ledger sold 362 Chevron shares in Q2 2026, an estimated $67.4K.
  • Chevron made up 0.49% of Fortress Private Ledger's portfolio in Q2 2026, its #41 holding.
  • Fortress Private Ledger first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Fortress Private Ledger's Chevron position peaked at $2.32M in Q1 2026.
  • 4,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.