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Morningstar Investment Management’s Chevron CVX Stock Holding History

Morningstar 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 		$3.25M Hold
15,721
– – 0.2% 124
2026
Q1 		$3.25M Sell
15,721
-3,017
-16% -$550K 0.2% 124
2025
Q4 		$2.86M Sell
18,738
-29,213
-61% -$4.45M 0.17% 132
2025
Q3 		$7.45M Buy
47,951
+30,334
+172% +$4.7M 0.27% 90
2025
Q2 		$2.52M Buy
17,617
+3,998
+29% +$564K 0.22% 32
2025
Q1 		$2.28M Sell
13,619
-1,663
-11% -$260K 0.19% 38
2024
Q4 		$2.21M Buy
15,282
+3,760
+33% +$576K 0.17% 40
2024
Q3 		$1.75M Buy
11,522
+443
+4% +$65.9K 0.17% 51
2024
Q2 		$1.73M Buy
11,079
+1,267
+13% +$202K 0.18% 58
2024
Q1 		$1.55M Buy
9,812
+2,592
+36% +$391K 0.17% 63
2023
Q4 		$1.08M Buy
7,220
+621
+9% +$93.9K 0.12% 77
2023
Q3 		$1.11M Buy
6,599
+742
+13% +$120K 0.15% 52
2023
Q2 		$922K Buy
5,857
+964
+20% +$155K 0.12% 67
2023
Q1 		$798K Sell
4,893
-494
-9% -$82.8K 0.12% 44
2022
Q4 		$967K Sell
5,387
-151
-3% -$26.4K 0.16% 44
2022
Q3 		$796K Buy
5,538
+1,421
+35% +$217K 0.15% 41
2022
Q2 		$596K Buy
+4,117
New +$681K 0.11% 41

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morningstar Investment Management's CVX Position: Q2 2026 in Review

Morningstar Investment Management held its Chevron (CVX) position steady in Q2 2026 at 15,721 shares worth $3.25M. The position accounts for 0.2% of the portfolio, ranked #124.

Morningstar Investment Management first reported a position in CVX in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.45M in Q3 2025. 1,817 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Morningstar Investment Management held 15,721 shares of Chevron worth $3.25M as of Q2 2026.
  • Morningstar Investment Management left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.2% of Morningstar Investment Management's portfolio in Q2 2026, its #124 holding.
  • Morningstar Investment Management first reported a position in Chevron in Q2 2022 and has held it in 17 quarters since.
  • Morningstar Investment Management's Chevron position peaked at $7.45M in Q3 2025.
  • 1,817 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.