FCH
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Freestone Capital Holdings’s Chevron CVX Stock Holding History

Freestone Capital Holdings’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
2016
Q1 		– Sell
-700
Closed -$63K – 341
2015
Q4 		$63K Hold
700
– – 0.01% 346
2015
Q3 		$55K Buy
+700
New +$58.9K 0.01% 337

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

Freestone Capital Holdings's CVX Position: Q2 2026 in Review

Freestone Capital Holdings increased its Chevron (CVX) stake by 7.9% in Q2 2026, buying an estimated $909K and bringing the position to 66,984 shares worth $11.1M. The position accounts for 0.29% of the portfolio, ranked #59.

Freestone Capital Holdings first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.8M in Q1 2026. 4,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Freestone Capital Holdings held 66,984 shares of Chevron worth $11.1M as of Q2 2026.
  • Freestone Capital Holdings bought 4,883 Chevron shares in Q2 2026, an estimated $909K.
  • Chevron made up 0.29% of Freestone Capital Holdings's portfolio in Q2 2026, its #59 holding.
  • Freestone Capital Holdings first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Freestone Capital Holdings's Chevron position peaked at $12.8M in Q1 2026.
  • 4,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.