Patrick M. Sweeney & Associates’s Chevron CVX Stock Holding History

Patrick M. Sweeney & Associates’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	$653K	Sell	3,942 -48	-1%	-$8.93K	0.38%	68
2026 Q1	$826K	Buy	3,990 +1	+0%	+$182	0.53%	46
2025 Q4	$608K	Buy	3,989 +247	+7%	+$37.6K	0.38%	68
2025 Q3	$581K	Buy	3,742 +107	+3%	+$16.6K	0.38%	66
2025 Q2	$539K	Buy	3,635 +135	+4%	+$19K	0.37%	68
2025 Q1	$585K	Buy	3,500 +72	+2%	+$11.3K	0.44%	61
2024 Q4	$497K	Buy	3,428 +2	+0.1%	+$306	0.37%	70
2024 Q3	$505K	Buy	3,426 +366	+12%	+$54.5K	0.37%	72
2024 Q2	$479K	Buy	3,060 +290	+10%	+$46.2K	0.39%	68
2024 Q1	$437K	Buy	2,770 +152	+6%	+$22.9K	0.36%	73
2023 Q4	$391K	Buy	+2,618	New	+$396K	0.36%	72

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Patrick M. Sweeney & Associates's CVX Position: Q2 2026 in Review

Patrick M. Sweeney & Associates reduced its Chevron (CVX) stake by 1.2% in Q2 2026, selling an estimated $8.93K and leaving 3,942 shares worth $653K. The position accounts for 0.38% of the portfolio, ranked #68.

Patrick M. Sweeney & Associates first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $826K in Q1 2026. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Patrick M. Sweeney & Associates held 3,942 shares of Chevron worth $653K as of Q2 2026.
Patrick M. Sweeney & Associates sold 48 Chevron shares in Q2 2026, an estimated $8.93K.
Chevron made up 0.38% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #68 holding.
Patrick M. Sweeney & Associates first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Patrick M. Sweeney & Associates's Chevron position peaked at $826K in Q1 2026.
4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.