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NEOS Investment Management’s Chevron CVX Stock Holding History

NEOS 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 		$50.6M Buy
305,289
+32,477
+12% +$6.04M 0.19% 97
2026
Q1 		$56.4M Buy
272,812
+7,304
+3% +$1.33M 0.29% 62
2025
Q4 		$40.5M Buy
265,508
+29,790
+13% +$4.54M 0.23% 77
2025
Q3 		$36.6M Buy
235,718
+103,963
+79% +$16.1M 0.27% 69
2025
Q2 		$18.9M Buy
131,755
+15,339
+13% +$2.16M 0.23% 82
2025
Q1 		$19.5M Buy
116,416
+22,565
+24% +$3.53M 0.37% 50
2024
Q4 		$13.6M Buy
93,851
+22,396
+31% +$3.43M 0.32% 56
2024
Q3 		$10.5M Buy
71,455
+6,244
+10% +$929K 0.32% 62
2024
Q2 		$10.2M Buy
65,211
+20,916
+47% +$3.34M 0.42% 45
2024
Q1 		$6.99M Buy
44,295
+15,087
+52% +$2.28M 0.43% 44
2023
Q4 		$4.36M Buy
29,208
+5,938
+26% +$898K 0.41% 51
2023
Q3 		$3.92M Buy
+23,270
New +$3.76M 0.5% 44

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

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

NEOS Investment Management increased its Chevron (CVX) stake by 12% in Q2 2026, buying an estimated $6.04M and bringing the position to 305,289 shares worth $50.6M. The position accounts for 0.19% of the portfolio, ranked #97.

NEOS Investment Management first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. The position peaked at $56.4M in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • NEOS Investment Management held 305,289 shares of Chevron worth $50.6M as of Q2 2026.
  • NEOS Investment Management bought 32,477 Chevron shares in Q2 2026, an estimated $6.04M.
  • Chevron made up 0.19% of NEOS Investment Management's portfolio in Q2 2026, its #97 holding.
  • NEOS Investment Management first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
  • NEOS Investment Management's Chevron position peaked at $56.4M in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.