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Optima Capital’s Chevron CVX Stock Holding History

Optima Capital’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 		$598K Buy
3,608
+459
+15% +$85.4K 0.24% 84
2026
Q1 		$652K Buy
3,149
+77
+3% +$14K 0.3% 80
2025
Q4 		$468K Buy
3,072
+114
+4% +$17.4K 0.2% 93
2025
Q3 		$459K Buy
2,958
+294
+11% +$45.5K 0.22% 94
2025
Q2 		$382K Buy
2,664
+1,078
+68% +$152K 0.21% 109
2025
Q1 		$265K Buy
1,586
+108
+7% +$16.9K 0.17% 115
2024
Q4 		$214K Buy
+1,478
New +$226K 0.15% 146

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

Optima Capital's CVX Position: Q2 2026 in Review

Optima Capital increased its Chevron (CVX) stake by 15% in Q2 2026, buying an estimated $85.4K and bringing the position to 3,608 shares worth $598K. The position accounts for 0.24% of the portfolio, ranked #84.

Optima Capital first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $652K in Q1 2026. 4,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Optima Capital held 3,608 shares of Chevron worth $598K as of Q2 2026.
  • Optima Capital bought 459 Chevron shares in Q2 2026, an estimated $85.4K.
  • Chevron made up 0.24% of Optima Capital's portfolio in Q2 2026, its #84 holding.
  • Optima Capital first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Optima Capital's Chevron position peaked at $652K in Q1 2026.
  • 4,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.