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Investors Portfolio Services’s Chevron CVX Stock Holding History

Investors Portfolio Services’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 		$35.5K Sell
214
-25
-10% -$4.65K 0.03% 99
2026
Q1 		$49.3K Buy
239
+11
+5% +$2.01K 0.05% 80
2025
Q4 		$34.8K Buy
+228
New +$34.7K 0.03% 87

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

Investors Portfolio Services's CVX Position: Q2 2026 in Review

Investors Portfolio Services reduced its Chevron (CVX) stake by 10% in Q2 2026, selling an estimated $4.65K and leaving 214 shares worth $35.5K. The position accounts for 0.03% of the portfolio, ranked #99.

Investors Portfolio Services first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $49.3K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Investors Portfolio Services held 214 shares of Chevron worth $35.5K as of Q2 2026.
  • Investors Portfolio Services sold 25 Chevron shares in Q2 2026, an estimated $4.65K.
  • Chevron made up 0.03% of Investors Portfolio Services's portfolio in Q2 2026, its #99 holding.
  • Investors Portfolio Services first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Investors Portfolio Services's Chevron position peaked at $49.3K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.