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CVX icon

INVST’s Chevron CVX Stock Holding History

INVST’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 		$284K Buy
1,715
+5
+0.3% +$931 0.03% 304
2026
Q1 		$354K Sell
1,710
-4,600
-73% -$839K 0.04% 273
2025
Q4 		$962K Buy
6,310
+8
+0.1% +$1.22K 0.1% 158
2025
Q3 		$979K Buy
6,302
+694
+12% +$107K 0.11% 148
2025
Q2 		$803K Buy
5,608
+276
+5% +$38.9K 0.1% 162
2025
Q1 		$892K Buy
+5,332
New +$835K 0.12% 136
2024
Q4 		– Sell
-1,388
Closed -$204K – 252
2024
Q3 		$204K Sell
1,388
-208
-13% -$31K 0.02% 242
2024
Q2 		$250K Buy
1,596
+29
+2% +$4.62K 0.03% 229
2024
Q1 		$249K Sell
1,567
-12
-0.8% -$1.81K 0.03% 206
2023
Q4 		$241K Buy
1,579
+27
+2% +$4.08K 0.03% 189
2023
Q3 		$262K Buy
1,552
+116
+8% +$18.7K 0.04% 172
2023
Q2 		$226K Buy
1,436
+123
+9% +$19.7K 0.03% 166
2023
Q1 		$219K Sell
1,313
-4,401
-77% -$738K 0.03% 154
2022
Q4 		$994K Sell
5,714
-894
-14% -$156K 0.15% 79
2022
Q3 		$1.04M Sell
6,608
-344
-5% -$52.5K 0.18% 74
2022
Q2 		$1.08M Buy
6,952
+1,694
+32% +$280K 0.17% 72
2022
Q1 		$837K Sell
5,258
-44
-0.8% -$6.31K 0.14% 78
2021
Q4 		$719K Buy
5,302
+691
+15% +$78.5K 0.11% 91
2021
Q3 		$468K Buy
4,611
+633
+16% +$63.1K 0.07% 115
2021
Q2 		$392K Buy
3,978
+602
+18% +$63.5K 0.06% 126
2021
Q1 		$348K Buy
+3,376
New +$330K 0.06% 131

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

INVST's CVX Position: Q2 2026 in Review

INVST increased its Chevron (CVX) stake by 0.29% in Q2 2026, buying an estimated $931 and bringing the position to 1,715 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #304.

INVST first reported a position in CVX in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.08M in Q2 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • INVST held 1,715 shares of Chevron worth $284K as of Q2 2026.
  • INVST bought 5 Chevron shares in Q2 2026, an estimated $931.
  • Chevron made up 0.03% of INVST's portfolio in Q2 2026, its #304 holding.
  • INVST first reported a position in Chevron in Q1 2021 and has held it in 21 quarters since.
  • INVST's Chevron position peaked at $1.08M in Q2 2022.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.