Fractal Investments’s Chevron CVX Stock Holding History

Fractal Investments’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 Q1	$869K	Hold	4,200	–	–	0.1%	38
2025 Q4	$640K	Hold	4,200	–	–	0.09%	43
2025 Q3	$652K	Hold	4,200	–	–	0.09%	35
2025 Q2	$601K	Hold	4,200	–	–	0.09%	36
2025 Q1	$703K	Hold	4,200	–	–	0.1%	32
2024 Q4	$608K	Hold	4,200	–	–	0.09%	37
2024 Q3	$619K	Hold	4,200	–	–	0.1%	35
2024 Q2	$657K	Hold	4,200	–	–	0.11%	34
2024 Q1	$663K	Hold	4,200	–	–	0.12%	34
2023 Q4	$626K	Hold	4,200	–	–	0.13%	34
2023 Q3	$708K	Buy	4,200 +2,000	+91%	+$323K	0.15%	43
2023 Q2	$346K	Hold	2,200	–	–	0.08%	64
2023 Q1	$359K	Hold	2,200	–	–	0.08%	58
2022 Q4	$395K	Hold	2,200	–	–	0.09%	58
2022 Q3	$316K	Buy	+2,200	New	+$336K	0.08%	61

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return