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Ilex Capital Partners’s Chevron CVX Stock Holding History

Ilex Capital Partners’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 		$4.91M Buy
+29,630
New +$5.51M 0.1% 78
2025
Q3 		– Sell
-13,562
Closed -$1.94M – 153
2025
Q2 		$1.94M Sell
13,562
-8,763
-39% -$1.24M 0.06% 62
2025
Q1 		$3.73M Buy
+22,325
New +$3.49M 0.15% 37

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

Ilex Capital Partners's CVX Position: Q2 2026 in Review

Ilex Capital Partners opened a new position in Chevron (CVX) in Q2 2026: 29,630 shares worth $4.91M. The stake represents 0.1% of the portfolio and ranks #78 among its holdings. This is a return to the name: Ilex Capital Partners previously reported a position in CVX as recently as Q2 2025.

Ilex Capital Partners first reported a position in CVX in Q1 2025 and has held it in 3 quarters since. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Ilex Capital Partners held 29,630 shares of Chevron worth $4.91M as of Q2 2026.
  • Chevron was a new Ilex Capital Partners position in Q2 2026.
  • Chevron made up 0.1% of Ilex Capital Partners's portfolio in Q2 2026, its #78 holding.
  • Ilex Capital Partners first reported a position in Chevron in Q1 2025 and has held it in 3 quarters since.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ilex Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.