Generation Capital Management’s Chevron CVX Stock Holding History

Generation 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 Q2	–	Sell	-1,066	Closed	-$221K	–	86
2026 Q1	$221K	Buy	+1,066	New	+$194K	0.16%	71

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

Generation Capital Management's CVX Position: Q2 2026 in Review

Generation Capital Management sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,066 shares — an estimated $221K sold.

Generation Capital Management first reported a position in CVX in Q1 2026 and held it in 1 quarter. The position peaked at $221K in Q1 2026. 4,139 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Generation Capital Management reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Generation Capital Management sold 1,066 Chevron shares in Q2 2026, an estimated $221K.
Generation Capital Management first reported a position in Chevron in Q1 2026 and held it in 1 quarter.
Generation Capital Management's Chevron position peaked at $221K in Q1 2026.
4,139 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Generation Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.