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Nvest Financial’s Chevron CVX Stock Holding History

Nvest Financial’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 		$376K Sell
2,266
-53
-2% -$9.87K 0.12% 113
2026
Q1 		$480K Buy
2,319
+104
+5% +$19K 0.18% 91
2025
Q4 		$338K Sell
2,215
-61
-3% -$9.29K 0.14% 105
2025
Q3 		$354K Buy
+2,276
New +$352K 0.2% 94
2025
Q1 		– Sell
-16,316
Closed -$2.36M – 100
2024
Q4 		$2.36M Sell
16,316
-817
-5% -$125K 1.2% 25
2024
Q3 		$2.52M Sell
17,133
-234
-1% -$34.8K 1.44% 20
2024
Q2 		$2.72M Buy
17,367
+1,029
+6% +$164K 1.67% 16
2024
Q1 		$2.58M Buy
16,338
+612
+4% +$92.4K 1.72% 17
2023
Q4 		$2.35M Buy
15,726
+1,843
+13% +$279K 1.84% 18
2023
Q3 		$2.34M Buy
13,883
+535
+4% +$86.4K 2.19% 15
2023
Q2 		$2.1M Sell
13,348
-2,455
-16% -$394K 1.84% 17
2023
Q1 		$2.58M Buy
15,803
+454
+3% +$76.1K 2.68% 15
2022
Q4 		$2.75M Buy
15,349
+569
+4% +$99.3K 3.45% 11
2022
Q3 		$2.12M Buy
14,780
+46
+0.3% +$7.01K 3% 12
2022
Q2 		$2.13M Sell
14,734
-279
-2% -$46.1K 2.24% 15
2022
Q1 		$2.44M Buy
+15,013
New +$2.15M 2.01% 14

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

Nvest Financial's CVX Position: Q2 2026 in Review

Nvest Financial reduced its Chevron (CVX) stake by 2.3% in Q2 2026, selling an estimated $9.87K and leaving 2,266 shares worth $376K. The position accounts for 0.12% of the portfolio, ranked #113.

Nvest Financial first reported a position in CVX in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.75M in Q4 2022. 4,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Nvest Financial held 2,266 shares of Chevron worth $376K as of Q2 2026.
  • Nvest Financial sold 53 Chevron shares in Q2 2026, an estimated $9.87K.
  • Chevron made up 0.12% of Nvest Financial's portfolio in Q2 2026, its #113 holding.
  • Nvest Financial first reported a position in Chevron in Q1 2022 and has held it in 16 quarters since.
  • Nvest Financial's Chevron position peaked at $2.75M in Q4 2022.
  • 4,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.