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POM Investment Strategies’s Chevron CVX Stock Holding History

POM Investment Strategies’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 		$52.5K Sell
317
-1,407
-82% -$262K 0.06% 90
2026
Q1 		$357K Buy
+1,724
New +$314K 0.44% 29
2025
Q1 		– Sell
-208
Closed -$30.1K – 247
2024
Q4 		$30.1K Buy
208
+2
+1% +$306 0.02% 105
2024
Q3 		$30.3K Sell
206
-255
-55% -$38K 0.02% 91
2024
Q2 		$72K Buy
461
+260
+129% +$41.5K 0.06% 60
2024
Q1 		$31.8K Buy
201
+2
+1% +$302 0.03% 83
2023
Q4 		$29.7K Buy
+199
New +$30.1K 0.03% 78

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

POM Investment Strategies's CVX Position: Q2 2026 in Review

POM Investment Strategies reduced its Chevron (CVX) stake by 82% in Q2 2026, selling an estimated $262K and leaving 317 shares worth $52.5K. The position accounts for 0.06% of the portfolio, ranked #90.

POM Investment Strategies first reported a position in CVX in Q4 2023 and has held it in 7 quarters since. The position peaked at $357K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • POM Investment Strategies held 317 shares of Chevron worth $52.5K as of Q2 2026.
  • POM Investment Strategies sold 1,407 Chevron shares in Q2 2026, an estimated $262K.
  • Chevron made up 0.06% of POM Investment Strategies's portfolio in Q2 2026, its #90 holding.
  • POM Investment Strategies first reported a position in Chevron in Q4 2023 and has held it in 7 quarters since.
  • POM Investment Strategies's Chevron position peaked at $357K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.