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Invariant Investment Management’s Chevron CVX Stock Holding History

Invariant Investment 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 		$256K Buy
1,526
+34
+2% +$6.33K 0.15% 61
2026
Q1 		$284K Sell
1,492
-152
-9% -$27.7K 0.17% 60
2025
Q4 		$267K Buy
+1,644
New +$250K 0.17% 63

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invariant Investment Management's CVX Position: Q2 2026 in Review

Invariant Investment Management increased its Chevron (CVX) stake by 2.3% in Q2 2026, buying an estimated $6.33K and bringing the position to 1,526 shares worth $256K. The position accounts for 0.15% of the portfolio, ranked #61.

Invariant Investment Management first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $284K in Q1 2026. 3,027 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Invariant Investment Management held 1,526 shares of Chevron worth $256K as of Q2 2026.
  • Invariant Investment Management bought 34 Chevron shares in Q2 2026, an estimated $6.33K.
  • Chevron made up 0.15% of Invariant Investment Management's portfolio in Q2 2026, its #61 holding.
  • Invariant Investment Management first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Invariant Investment Management's Chevron position peaked at $284K in Q1 2026.
  • 3,027 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Invariant Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.