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Potomac Fund Management’s Chevron CVX Stock Holding History

Potomac Fund 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 		$650K Sell
3,919
-12
-0.3% -$2.23K 0.02% 72
2026
Q1 		$813K Sell
3,931
-99
-2% -$18.1K 0.03% 55
2025
Q4 		$614K Sell
4,030
-657
-14% -$100K 0.02% 76
2025
Q3 		$728K Sell
4,687
-698
-13% -$108K 0.03% 63
2025
Q2 		$807K Sell
5,385
-4,146
-44% -$584K 0.05% 57
2025
Q1 		$1.27M Buy
9,531
+617
+7% +$96.6K 0.56% 25
2024
Q4 		$1.29M Buy
+8,914
New +$1.36M 0.08% 40

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

Potomac Fund Management's CVX Position: Q2 2026 in Review

Potomac Fund Management reduced its Chevron (CVX) stake by 0.31% in Q2 2026, selling an estimated $2.23K and leaving 3,919 shares worth $650K. The position accounts for 0.02% of the portfolio, ranked #72.

Potomac Fund Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q4 2024. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Potomac Fund Management held 3,919 shares of Chevron worth $650K as of Q2 2026.
  • Potomac Fund Management sold 12 Chevron shares in Q2 2026, an estimated $2.23K.
  • Chevron made up 0.02% of Potomac Fund Management's portfolio in Q2 2026, its #72 holding.
  • Potomac Fund Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Potomac Fund Management's Chevron position peaked at $1.29M in Q4 2024.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Potomac Fund Management's 13F filing for Q2 2026, filed 13 Aug 2026.