Next Level Private’s Chevron CVX Stock Holding History

Next Level Private’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	$981K	Buy	5,917 +20	+0.3%	+$3.72K	0.19%	76
2026 Q1	$1.22M	Buy	5,897 +632	+12%	+$115K	0.28%	63
2025 Q4	$802K	Sell	5,265 -797	-13%	-$121K	0.21%	79
2025 Q3	$934K	Buy	6,062 +36	+0.6%	+$5.58K	0.27%	65
2025 Q2	$863K	Buy	6,026 +32	+0.5%	+$4.51K	0.28%	60
2025 Q1	$1M	Sell	5,994 -17	-0.3%	-$2.66K	0.37%	54
2024 Q4	$871K	Sell	6,011 -633	-10%	-$96.9K	0.35%	55
2024 Q3	$978K	Buy	6,644 +800	+14%	+$119K	0.4%	49
2024 Q2	$914K	Sell	5,844 -4	-0.1%	-$638	0.42%	50
2024 Q1	$922K	Buy	5,848 +28	+0.5%	+$4.22K	0.42%	48
2023 Q4	$868K	Buy	5,820 +259	+5%	+$39.2K	0.49%	44
2023 Q3	$926K	Hold	5,561	–	–	0.61%	41
2023 Q2	$863K	Buy	+5,561	New	+$892K	0.56%	43
2023 Q1	–	Sell	-5,061	Closed	-$887K	–	73
2022 Q4	$887K	Sell	5,061 -85	-2%	-$14.8K	0.65%	39
2022 Q3	$816K	Buy	5,146 +2,269	+79%	+$346K	0.72%	32
2022 Q2	$417K	Sell	2,877 -2,269	-44%	-$375K	0.16%	96
2022 Q1	$838K	Hold	5,146	–	–	0.68%	35
2021 Q4	$604K	Buy	+5,146	New	+$585K	0.51%	45

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Next Level Private's CVX Position: Q2 2026 in Review

Next Level Private increased its Chevron (CVX) stake by 0.34% in Q2 2026, buying an estimated $3.72K and bringing the position to 5,917 shares worth $981K. The position accounts for 0.19% of the portfolio, ranked #76.

Next Level Private first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.22M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Next Level Private held 5,917 shares of Chevron worth $981K as of Q2 2026.
Next Level Private bought 20 Chevron shares in Q2 2026, an estimated $3.72K.
Chevron made up 0.19% of Next Level Private's portfolio in Q2 2026, its #76 holding.
Next Level Private first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
Next Level Private's Chevron position peaked at $1.22M in Q1 2026.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.