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Liberty One Investment Management’s Chevron CVX Stock Holding History

Liberty One 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 		$5.61M Buy
33,832
+352
+1% +$65.5K 0.56% 57
2026
Q1 		$6.93M Buy
33,480
+7,820
+30% +$1.43M 0.71% 32
2025
Q4 		$3.91M Sell
25,660
-17,569
-41% -$2.68M 0.5% 54
2025
Q3 		$6.71M Buy
43,229
+10,213
+31% +$1.58M 0.38% 51
2025
Q2 		$4.73M Buy
33,016
+2,563
+8% +$361K 0.48% 62
2025
Q1 		$5.09M Buy
30,453
+2,883
+10% +$451K 0.52% 47
2024
Q4 		$3.99M Buy
27,570
+2,265
+9% +$347K 0.43% 62
2024
Q3 		$3.73M Buy
25,305
+1,868
+8% +$278K 0.38% 66
2024
Q2 		$3.67M Buy
23,437
+3,711
+19% +$592K 0.41% 61
2024
Q1 		$3.11M Buy
19,726
+1,750
+10% +$264K 0.35% 62
2023
Q4 		$2.68M Buy
17,976
+1,284
+8% +$194K 0.33% 61
2023
Q3 		$2.81M Buy
16,692
+924
+6% +$149K 0.41% 42
2023
Q2 		$2.48M Buy
15,768
+325
+2% +$52.1K 0.32% 57
2023
Q1 		$2.52M Buy
15,443
+684
+5% +$115K 0.34% 45
2022
Q4 		$2.65M Sell
14,759
-1,024
-6% -$179K 0.38% 32
2022
Q3 		$2.27M Sell
15,783
-857
-5% -$131K 0.37% 36
2022
Q2 		$1.74M Sell
16,640
-1,625
-9% -$269K 0.3% 57
2022
Q1 		$2.97M Sell
18,265
-185
-1% -$26.5K 0.45% 32
2021
Q4 		$2.17M Buy
18,450
+1,036
+6% +$118K 0.33% 48
2021
Q3 		$1.77M Buy
17,414
+774
+5% +$77.2K 0.3% 58
2021
Q2 		$1.74M Buy
16,640
+987
+6% +$104K 0.29% 57
2021
Q1 		$1.64M Buy
15,653
+1,382
+10% +$135K 0.29% 55
2020
Q4 		$1.21M Buy
14,271
+1,915
+15% +$155K 0.23% 72
2020
Q3 		$890K Buy
12,356
+1,538
+14% +$129K 0.18% 76
2020
Q2 		$965K Sell
10,818
-385
-3% -$34.5K 0.22% 66
2020
Q1 		$812K Buy
11,203
+858
+8% +$84.8K 0.21% 72
2019
Q4 		$1.25M Buy
+10,345
New +$1.22M 0.27% 51

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

Liberty One Investment Management's CVX Position: Q2 2026 in Review

Liberty One Investment Management increased its Chevron (CVX) stake by 1.1% in Q2 2026, buying an estimated $65.5K and bringing the position to 33,832 shares worth $5.61M. The position accounts for 0.56% of the portfolio, ranked #57.

Liberty One Investment Management first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.93M in Q1 2026. 4,135 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Liberty One Investment Management held 33,832 shares of Chevron worth $5.61M as of Q2 2026.
  • Liberty One Investment Management bought 352 Chevron shares in Q2 2026, an estimated $65.5K.
  • Chevron made up 0.56% of Liberty One Investment Management's portfolio in Q2 2026, its #57 holding.
  • Liberty One Investment Management first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's Chevron position peaked at $6.93M in Q1 2026.
  • 4,135 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.