Henson-Edgewater Management’s Chevron CVX Stock Holding History

Henson-Edgewater 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	$260K	Buy	1,320 +140	+12%	+$26.1K	0.14%	56
2026 Q1	$244K	Buy	+1,180	New	+$215K	0.16%	58

Other funds holding CVX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Henson-Edgewater Management's CVX Position: Q2 2026 in Review

Henson-Edgewater Management increased its Chevron (CVX) stake by 12% in Q2 2026, buying an estimated $26.1K and bringing the position to 1,320 shares worth $260K. The position accounts for 0.14% of the portfolio, ranked #56.

Henson-Edgewater Management first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. 4,097 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Henson-Edgewater Management held 1,320 shares of Chevron worth $260K as of Q2 2026.
Henson-Edgewater Management bought 140 Chevron shares in Q2 2026, an estimated $26.1K.
Chevron made up 0.14% of Henson-Edgewater Management's portfolio in Q2 2026, its #56 holding.
Henson-Edgewater Management first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
4,097 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Henson-Edgewater Management's 13F filing for Q2 2026, filed 18 Aug 2026.