Newton One Investments’s Chevron CVX Stock Holding History

Newton One Investments’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	$64.8K	Buy	391 +53	+16%	+$9.87K	0.02%	65
2026 Q1	$69.9K	Buy	338 +3	+0.9%	+$547	0.02%	58
2025 Q4	$51K	Buy	335 +4	+1%	+$609	0.02%	70
2025 Q3	$51.4K	Buy	331 +4	+1%	+$619	0.02%	68
2025 Q2	$46.9K	Buy	327 +4	+1%	+$564	0.01%	70
2025 Q1	$54.1K	Buy	323 +3	+0.9%	+$470	0.02%	65
2024 Q4	$46.3K	Buy	+320	New	+$49K	0.02%	68
2024 Q3	–	Sell	-313	Closed	-$49K	–	51
2024 Q2	$49K	Buy	313 +3	+1%	+$478	0.02%	62
2024 Q1	$48.9K	Buy	310 +3	+1%	+$453	0.02%	63
2023 Q4	$45.7K	Sell	307 -24	-7%	-$3.63K	0.02%	65
2023 Q3	$55.8K	Buy	331 +3	+0.9%	+$485	0.03%	65
2023 Q2	$51.6K	Buy	328 +3	+0.9%	+$481	0.03%	66
2023 Q1	$53K	Hold	325	–	–	0.03%	64
2022 Q4	$58.3K	Hold	325	–	–	0.04%	63
2022 Q3	$47K	Hold	325	–	–	0.03%	66
2022 Q2	$47K	Hold	325	–	–	0.03%	66
2022 Q1	$53K	Hold	325	–	–	0.04%	67
2021 Q4	$38K	Hold	325	–	–	0.03%	75
2021 Q3	$33K	Hold	325	–	–	0.02%	75
2021 Q2	$34K	Buy	+325	New	+$34.3K	0.03%	76

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Newton One Investments's CVX Position: Q2 2026 in Review

Newton One Investments increased its Chevron (CVX) stake by 16% in Q2 2026, buying an estimated $9.87K and bringing the position to 391 shares worth $64.8K. The position accounts for 0.02% of the portfolio, ranked #65.

Newton One Investments first reported a position in CVX in Q2 2021 and has held it in 20 quarters since. The position peaked at $69.9K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Newton One Investments held 391 shares of Chevron worth $64.8K as of Q2 2026.
Newton One Investments bought 53 Chevron shares in Q2 2026, an estimated $9.87K.
Chevron made up 0.02% of Newton One Investments's portfolio in Q2 2026, its #65 holding.
Newton One Investments first reported a position in Chevron in Q2 2021 and has held it in 20 quarters since.
Newton One Investments's Chevron position peaked at $69.9K in Q1 2026.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.