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Kagan Cocozza Asset Management’s Chevron CVX Stock Holding History

Kagan Cocozza Asset 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 		$290K Sell
1,750
-36
-2% -$6.7K 0.18% 58
2026
Q1 		$369K Sell
1,786
-892
-33% -$163K 0.26% 53
2025
Q4 		$408K Sell
2,678
-239
-8% -$36.4K 0.29% 48
2025
Q3 		$453K Buy
2,917
+69
+2% +$10.7K 0.34% 45
2025
Q2 		$408K Sell
2,848
-237
-8% -$33.4K 0.31% 47
2025
Q1 		$516K Buy
3,085
+13
+0.4% +$2.04K 0.42% 42
2024
Q4 		$445K Buy
+3,072
New +$470K 0.37% 45

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

Kagan Cocozza Asset Management's CVX Position: Q2 2026 in Review

Kagan Cocozza Asset Management reduced its Chevron (CVX) stake by 2% in Q2 2026, selling an estimated $6.7K and leaving 1,750 shares worth $290K. The position accounts for 0.18% of the portfolio, ranked #58.

Kagan Cocozza Asset Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $516K in Q1 2025. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Kagan Cocozza Asset Management held 1,750 shares of Chevron worth $290K as of Q2 2026.
  • Kagan Cocozza Asset Management sold 36 Chevron shares in Q2 2026, an estimated $6.7K.
  • Chevron made up 0.18% of Kagan Cocozza Asset Management's portfolio in Q2 2026, its #58 holding.
  • Kagan Cocozza Asset Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Kagan Cocozza Asset Management's Chevron position peaked at $516K in Q1 2025.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.