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Nalls Sherbakoff Group’s Chevron CVX Stock Holding History

Nalls Sherbakoff Group’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 		$98.3K Hold
593
– – 0.07% 138
2026
Q1 		$123K Buy
593
+1
+0.2% +$182 0.09% 127
2025
Q4 		$90.3K Hold
592
– – 0.07% 149
2025
Q3 		$91.9K Hold
592
– – 0.06% 153
2025
Q2 		$84.7K Buy
592
+40
+7% +$5.64K 0.06% 157
2025
Q1 		$92.3K Buy
+552
New +$86.4K 0.08% 131
2023
Q4 		$258K Buy
1,729
+25
+1% +$3.78K 0.23% 63
2023
Q3 		$287K Hold
1,704
– – 0.28% 55
2023
Q2 		$257K Sell
1,704
-63
-4% -$10.1K 0.25% 58
2023
Q1 		$287K Buy
+1,767
New +$296K 0.29% 53
2018
Q4 		$154K Buy
+1,416
New +$164K 0.25% 60

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

Nalls Sherbakoff Group's CVX Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Chevron (CVX) position steady in Q2 2026 at 593 shares worth $98.3K. The position accounts for 0.07% of the portfolio, ranked #138.

Nalls Sherbakoff Group first reported a position in CVX in Q4 2018 and has held it in 11 quarters since. The position peaked at $287K in Q3 2023. 4,116 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Nalls Sherbakoff Group held 593 shares of Chevron worth $98.3K as of Q2 2026.
  • Nalls Sherbakoff Group left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.07% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #138 holding.
  • Nalls Sherbakoff Group first reported a position in Chevron in Q4 2018 and has held it in 11 quarters since.
  • Nalls Sherbakoff Group's Chevron position peaked at $287K in Q3 2023.
  • 4,116 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.