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Plato Investment Management’s Chevron CVX Stock Holding History

Plato Investment 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 		$2.5M Sell
15,184
-24,534
-62% -$4.57M 0.14% 156
2026
Q1 		$8.22M Sell
39,718
-1,392
-3% -$254K 0.55% 34
2025
Q4 		$6.3M Sell
41,110
-13,845
-25% -$2.11M 0.41% 51
2025
Q3 		$8.47M Buy
54,955
+9,887
+22% +$1.53M 0.57% 28
2025
Q2 		$6.43M Buy
45,068
+632
+1% +$89.1K 0.48% 37
2025
Q1 		$7.51M Buy
44,436
+1,501
+3% +$235K 0.63% 27
2024
Q4 		$6.24M Sell
42,935
-771
-2% -$118K 0.46% 41
2024
Q3 		$6.43M Buy
43,706
+438
+1% +$65.2K 0.52% 33
2024
Q2 		$6.77M Buy
43,268
+1,854
+4% +$296K 0.63% 27
2024
Q1 		$6.53M Buy
41,414
+40,162
+3,208% +$6.06M 0.68% 25
2023
Q4 		$187K Buy
+1,252
New +$189K 0.23% 103

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Plato Investment Management's CVX Position: Q2 2026 in Review

Plato Investment Management reduced its Chevron (CVX) stake by 62% in Q2 2026, selling an estimated $4.57M and leaving 15,184 shares worth $2.5M. The position accounts for 0.14% of the portfolio, ranked #156.

Plato Investment Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.47M in Q3 2025. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Plato Investment Management held 15,184 shares of Chevron worth $2.5M as of Q2 2026.
  • Plato Investment Management sold 24,534 Chevron shares in Q2 2026, an estimated $4.57M.
  • Chevron made up 0.14% of Plato Investment Management's portfolio in Q2 2026, its #156 holding.
  • Plato Investment Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Chevron position peaked at $8.47M in Q3 2025.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.