Fulcrum Asset Management’s Chevron CVX Stock Holding History

Fulcrum Asset 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	$5.55M	Buy	32,955 +11,669	+55%	+$2.17M	0.55%	40
2026 Q1	$4.49M	Buy	+21,286	New	+$3.88M	0.68%	40

Other funds holding CVX

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Fulcrum Asset Management's CVX Position: Q2 2026 in Review

Fulcrum Asset Management increased its Chevron (CVX) stake by 55% in Q2 2026, buying an estimated $2.17M and bringing the position to 32,955 shares worth $5.55M. The position accounts for 0.55% of the portfolio, ranked #40.

Fulcrum Asset Management first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Fulcrum Asset Management held 32,955 shares of Chevron worth $5.55M as of Q2 2026.
Fulcrum Asset Management bought 11,669 Chevron shares in Q2 2026, an estimated $2.17M.
Chevron made up 0.55% of Fulcrum Asset Management's portfolio in Q2 2026, its #40 holding.
Fulcrum Asset Management first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.