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Portfolio Design Labs’s Chevron CVX Stock Holding History

Portfolio Design Labs’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 		$4.23M Buy
25,523
+1,440
+6% +$268K 0.69% 34
2026
Q1 		$4.98M Sell
24,083
-4,439
-16% -$809K 0.89% 24
2025
Q4 		$4.35M Sell
28,522
-1,817
-6% -$277K 0.72% 25
2025
Q3 		$4.71M Buy
30,339
+15,464
+104% +$2.39M 0.81% 25
2025
Q2 		$2.13M Sell
14,875
-1,201
-7% -$169K 0.42% 63
2025
Q1 		$2.69M Buy
16,076
+4,174
+35% +$653K 0.55% 63
2024
Q4 		$1.72M Buy
11,902
+2,240
+23% +$343K 0.35% 92
2024
Q3 		$1.42M Buy
+9,662
New +$1.44M 0.4% 90

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

Portfolio Design Labs's CVX Position: Q2 2026 in Review

Portfolio Design Labs increased its Chevron (CVX) stake by 6% in Q2 2026, buying an estimated $268K and bringing the position to 25,523 shares worth $4.23M. The position accounts for 0.69% of the portfolio, ranked #34.

Portfolio Design Labs first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.98M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Portfolio Design Labs held 25,523 shares of Chevron worth $4.23M as of Q2 2026.
  • Portfolio Design Labs bought 1,440 Chevron shares in Q2 2026, an estimated $268K.
  • Chevron made up 0.69% of Portfolio Design Labs's portfolio in Q2 2026, its #34 holding.
  • Portfolio Design Labs first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
  • Portfolio Design Labs's Chevron position peaked at $4.98M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.