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Orion Investment Company’s Chevron CVX Stock Holding History

Orion Investment Company’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 		$303K Buy
1,826
+9
+0.5% +$1.68K 0.09% 65
2026
Q1 		$376K Hold
1,817
– – 0.12% 63
2025
Q4 		$277K Hold
1,817
– – 0.08% 63
2025
Q3 		$282K Sell
1,817
-51
-3% -$7.9K 0.09% 64
2025
Q2 		$267K Hold
1,868
– – 0.09% 65
2025
Q1 		$312K Hold
1,868
– – 0.13% 60
2024
Q4 		$271K Hold
1,868
– – 0.11% 59
2024
Q3 		$275K Hold
1,868
– – 0.11% 61
2024
Q2 		$292K Buy
+1,868
New +$298K 0.12% 59

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

Orion Investment Company's CVX Position: Q2 2026 in Review

Orion Investment Company increased its Chevron (CVX) stake by 0.5% in Q2 2026, buying an estimated $1.68K and bringing the position to 1,826 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #65.

Orion Investment Company first reported a position in CVX in Q2 2024 and has held it in 9 quarters since. The position peaked at $376K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Orion Investment Company held 1,826 shares of Chevron worth $303K as of Q2 2026.
  • Orion Investment Company bought 9 Chevron shares in Q2 2026, an estimated $1.68K.
  • Chevron made up 0.09% of Orion Investment Company's portfolio in Q2 2026, its #65 holding.
  • Orion Investment Company first reported a position in Chevron in Q2 2024 and has held it in 9 quarters since.
  • Orion Investment Company's Chevron position peaked at $376K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Orion Investment Company's 13F filing for Q2 2026, filed 11 Aug 2026.