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Objective Capital Management’s Chevron CVX Stock Holding History

Objective Capital 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 		$242K Hold
1,461
– – 0.21% 90
2026
Q1 		$302K Buy
+1,461
New +$266K 0.3% 69
2025
Q1 		– Sell
-2,337
Closed -$338K – 91
2024
Q4 		$338K Sell
2,337
-59
-2% -$9.03K 0.23% 95
2024
Q3 		$353K Buy
+2,396
New +$357K 0.21% 102
2024
Q1 		$417K Buy
2,643
+187
+8% +$28.2K 0.28% 74
2023
Q4 		$366K Buy
2,456
+75
+3% +$11.3K 0.28% 77
2023
Q3 		$401K Sell
2,381
-22
-0.9% -$3.55K 0.36% 63
2023
Q2 		$378K Sell
2,403
-16
-0.7% -$2.56K 0.33% 66
2023
Q1 		$395K Sell
2,419
-99
-4% -$16.6K 0.36% 61
2022
Q4 		$452K Sell
2,518
-129
-5% -$22.5K 0.45% 54
2022
Q3 		$380K Buy
2,647
+79
+3% +$12K 0.41% 58
2022
Q2 		$372K Buy
2,568
+66
+3% +$10.9K 0.38% 66
2022
Q1 		$407K Buy
2,502
+70
+3% +$10K 0.31% 73
2021
Q4 		$285K Buy
+2,432
New +$276K 0.2% 91

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

Objective Capital Management's CVX Position: Q2 2026 in Review

Objective Capital Management held its Chevron (CVX) position steady in Q2 2026 at 1,461 shares worth $242K. The position accounts for 0.21% of the portfolio, ranked #90.

Objective Capital Management first reported a position in CVX in Q4 2021 and has held it in 14 quarters since. The position peaked at $452K in Q4 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Objective Capital Management held 1,461 shares of Chevron worth $242K as of Q2 2026.
  • Objective Capital Management left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.21% of Objective Capital Management's portfolio in Q2 2026, its #90 holding.
  • Objective Capital Management first reported a position in Chevron in Q4 2021 and has held it in 14 quarters since.
  • Objective Capital Management's Chevron position peaked at $452K in Q4 2022.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.