PCG Asset Management’s Chevron CVX Stock Holding History

PCG Asset 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	$623K	Sell	3,761 -128	-3%	-$23.8K	0.45%	50
2026 Q1	$805K	Buy	3,889 +20	+0.5%	+$3.65K	0.64%	38
2025 Q4	$594K	Sell	3,869 -150	-4%	-$22.8K	0.47%	49
2025 Q3	$624K	Buy	4,019 +5	+0.1%	+$774	0.5%	46
2025 Q2	$575K	Sell	4,014 -28	-0.7%	-$3.95K	0.49%	48
2025 Q1	$676K	Buy	4,042 +16	+0.4%	+$2.5K	0.63%	38
2024 Q4	$583K	Buy	+4,026	New	+$616K	0.51%	49

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

PCG Asset Management's CVX Position: Q2 2026 in Review

PCG Asset Management reduced its Chevron (CVX) stake by 3.3% in Q2 2026, selling an estimated $23.8K and leaving 3,761 shares worth $623K. The position accounts for 0.45% of the portfolio, ranked #50.

PCG Asset Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $805K in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

PCG Asset Management held 3,761 shares of Chevron worth $623K as of Q2 2026.
PCG Asset Management sold 128 Chevron shares in Q2 2026, an estimated $23.8K.
Chevron made up 0.45% of PCG Asset Management's portfolio in Q2 2026, its #50 holding.
PCG Asset Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
PCG Asset Management's Chevron position peaked at $805K in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on PCG Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.