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G2 Capital Management’s Chevron CVX Stock Holding History

G2 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
Q1 		$342K Sell
1,653
-13
-0.8% -$2.37K 0.08% 58
2025
Q4 		$254K Buy
1,666
+15
+0.9% +$2.29K 0.06% 64
2025
Q3 		$256K Buy
1,651
+45
+3% +$6.97K 0.06% 61
2025
Q2 		$230K Hold
1,606
– – 0.06% 63
2025
Q1 		$269K Hold
1,606
– – 0.08% 61
2024
Q4 		$233K Hold
1,606
– – 0.07% 60
2024
Q3 		$237K Hold
1,606
– – 0.07% 60
2024
Q2 		$251K Hold
1,606
– – 0.08% 58
2024
Q1 		$253K Hold
1,606
– – 0.08% 57
2023
Q4 		$240K Buy
+1,606
New +$243K 0.08% 58

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
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

G2 Capital Management's CVX Position: Q1 2026 in Review

G2 Capital Management reduced its Chevron (CVX) stake by 0.78% in Q1 2026, selling an estimated $2.37K and leaving 1,653 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #58.

G2 Capital Management first reported a position in CVX in Q4 2023 and has held it in 10 quarters since. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • G2 Capital Management held 1,653 shares of Chevron worth $342K as of Q1 2026.
  • G2 Capital Management sold 13 Chevron shares in Q1 2026, an estimated $2.37K.
  • Chevron made up 0.08% of G2 Capital Management's portfolio in Q1 2026, its #58 holding.
  • G2 Capital Management first reported a position in Chevron in Q4 2023 and has held it in 10 quarters since.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on G2 Capital Management's 13F filing for Q1 2026, filed 12 May 2026.