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Prepared Retirement Institute’s Chevron CVX Stock Holding History

Prepared Retirement Institute’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 		$257K Sell
1,552
-102
-6% -$19K 0.11% 82
2026
Q1 		$342K Buy
+1,654
New +$302K 0.17% 60
2025
Q4 		– Sell
-1,299
Closed -$202K – 83
2025
Q3 		$202K Buy
+1,299
New +$201K 0.11% 83
2025
Q2 		– Sell
-1,623
Closed -$272K – 87
2025
Q1 		$272K Sell
1,623
-415
-20% -$65K 0.17% 72
2024
Q4 		$295K Buy
2,038
+8
+0.4% +$1.23K 0.17% 64
2024
Q3 		$299K Sell
2,030
-175
-8% -$26K 0.18% 60
2024
Q2 		$345K Hold
2,205
– – 0.23% 48
2024
Q1 		$348K Sell
2,205
-1,731
-44% -$261K 0.26% 43
2023
Q4 		$587K Buy
+3,936
New +$595K 0.44% 32

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

Prepared Retirement Institute's CVX Position: Q2 2026 in Review

Prepared Retirement Institute reduced its Chevron (CVX) stake by 6.2% in Q2 2026, selling an estimated $19K and leaving 1,552 shares worth $257K. The position accounts for 0.11% of the portfolio, ranked #82.

Prepared Retirement Institute first reported a position in CVX in Q4 2023 and has held it in 9 quarters since. The position peaked at $587K in Q4 2023. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Prepared Retirement Institute held 1,552 shares of Chevron worth $257K as of Q2 2026.
  • Prepared Retirement Institute sold 102 Chevron shares in Q2 2026, an estimated $19K.
  • Chevron made up 0.11% of Prepared Retirement Institute's portfolio in Q2 2026, its #82 holding.
  • Prepared Retirement Institute first reported a position in Chevron in Q4 2023 and has held it in 9 quarters since.
  • Prepared Retirement Institute's Chevron position peaked at $587K in Q4 2023.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.