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GLOBALT Investments’s Chevron CVX Stock Holding History

GLOBALT 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
Q2 		$6.41M Sell
38,643
-740
-2% -$138K 0.22% 61
2026
Q1 		$8.15M Sell
39,383
-983
-2% -$179K 0.29% 46
2025
Q4 		$6.15M Sell
40,366
-1,397
-3% -$213K 0.22% 60
2025
Q3 		$6.49M Sell
41,763
-615
-1% -$95.2K 0.24% 58
2025
Q2 		$6.07M Sell
42,378
-1,864
-4% -$263K 0.23% 59
2025
Q1 		$7.4M Sell
44,242
-90
-0.2% -$14.1K 0.3% 47
2024
Q4 		$6.42M Sell
44,332
-727
-2% -$111K 0.25% 56
2024
Q3 		$6.64M Sell
45,059
-913
-2% -$136K 0.25% 55
2024
Q2 		$7.19M Sell
45,972
-501
-1% -$79.9K 0.29% 45
2024
Q1 		$7.33M Sell
46,473
-853
-2% -$129K 0.29% 44
2023
Q4 		$7.06M Buy
+47,326
New +$7.16M 0.29% 45

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

GLOBALT Investments's CVX Position: Q2 2026 in Review

GLOBALT Investments reduced its Chevron (CVX) stake by 1.9% in Q2 2026, selling an estimated $138K and leaving 38,643 shares worth $6.41M. The position accounts for 0.22% of the portfolio, ranked #61.

GLOBALT Investments first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.15M in Q1 2026. 4,115 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • GLOBALT Investments held 38,643 shares of Chevron worth $6.41M as of Q2 2026.
  • GLOBALT Investments sold 740 Chevron shares in Q2 2026, an estimated $138K.
  • Chevron made up 0.22% of GLOBALT Investments's portfolio in Q2 2026, its #61 holding.
  • GLOBALT Investments first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's Chevron position peaked at $8.15M in Q1 2026.
  • 4,115 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.