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IEQ Capital’s Chevron CVX Stock Holding History

IEQ Capital’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 		$44.1M Buy
265,948
+75,210
+39% +$14M 0.2% 86
2026
Q1 		$39.5M Buy
190,738
+31,627
+20% +$5.77M 0.18% 101
2025
Q4 		$24.3M Sell
159,111
-25,278
-14% -$3.85M 0.07% 176
2025
Q3 		$28.6M Buy
184,389
+107,093
+139% +$16.6M 0.09% 121
2025
Q2 		$11.1M Sell
77,296
-29,587
-28% -$4.17M 0.07% 225
2025
Q1 		$17.9M Buy
106,883
+13,283
+14% +$2.08M 0.14% 109
2024
Q4 		$13.6M Sell
93,600
-7,880
-8% -$1.21M 0.13% 100
2024
Q3 		$14.9M Sell
101,480
-1,495
-1% -$223K 0.18% 77
2024
Q2 		$16.1M Buy
102,975
+8,518
+9% +$1.36M 0.22% 69
2024
Q1 		$14.9M Buy
94,457
+18,574
+24% +$2.8M 0.21% 70
2023
Q4 		$11.3M Sell
75,883
-6,646
-8% -$1.01M 0.19% 83
2023
Q3 		$13.9M Buy
82,529
+4,035
+5% +$652K 0.28% 57
2023
Q2 		$12.4M Buy
78,494
+572
+0.7% +$91.7K 0.25% 68
2023
Q1 		$12.7M Buy
77,922
+3,140
+4% +$526K 0.29% 59
2022
Q4 		$13.4M Buy
74,782
+5,806
+8% +$1.01M 0.38% 48
2022
Q3 		$9.91M Buy
68,976
+9,546
+16% +$1.46M 0.27% 60
2022
Q2 		$8.61M Buy
59,430
+5,193
+10% +$858K 0.26% 66
2022
Q1 		$8.83M Buy
54,237
+5,491
+11% +$787K 0.21% 72
2021
Q4 		$5.72M Buy
48,746
+5,194
+12% +$590K 0.13% 93
2021
Q3 		$4.42M Buy
43,552
+726
+2% +$72.4K 0.12% 111
2021
Q2 		$4.49M Buy
42,826
+12,494
+41% +$1.32M 0.13% 95
2021
Q1 		$3.18M Buy
+30,332
New +$2.96M 0.13% 101
2020
Q4 		– Sell
-11,066
Closed -$797K – 257
2020
Q3 		$797K Buy
11,066
+1,053
+11% +$88.6K 0.04% 195
2020
Q2 		$894K Sell
10,013
-35,934
-78% -$3.22M 0.06% 160
2020
Q1 		$3.33M Buy
45,947
+27,244
+146% +$2.69M 0.27% 61
2019
Q4 		$2.25M Buy
+18,703
New +$2.2M 0.2% 83

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

IEQ Capital's CVX Position: Q2 2026 in Review

IEQ Capital increased its Chevron (CVX) stake by 39% in Q2 2026, buying an estimated $14M and bringing the position to 265,948 shares worth $44.1M. The position accounts for 0.2% of the portfolio, ranked #86.

IEQ Capital first reported a position in CVX in Q4 2019 and has held it in 26 quarters since. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • IEQ Capital held 265,948 shares of Chevron worth $44.1M as of Q2 2026.
  • IEQ Capital bought 75,210 Chevron shares in Q2 2026, an estimated $14M.
  • Chevron made up 0.2% of IEQ Capital's portfolio in Q2 2026, its #86 holding.
  • IEQ Capital first reported a position in Chevron in Q4 2019 and has held it in 26 quarters since.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.