Regatta Research & Money Management’s Chevron CVX Stock Holding History

Regatta Research & Money 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	$358K	Buy	+2,160	New	+$402K	0.34%	59

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Regatta Research & Money Management's CVX Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Chevron (CVX) in Q2 2026: 2,160 shares worth $358K. The stake represents 0.34% of the portfolio and ranks #59 among its holdings.

3,375 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Regatta Research & Money Management held 2,160 shares of Chevron worth $358K as of Q2 2026.
Chevron was a new Regatta Research & Money Management position in Q2 2026.
Chevron made up 0.34% of Regatta Research & Money Management's portfolio in Q2 2026, its #59 holding.
3,375 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.