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Quest Investment Management’s Chevron CVX Stock Holding History

Quest 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 		$584K Sell
3,526
-612
-15% -$114K 0.07% 90
2026
Q1 		$856K Sell
4,138
-245
-6% -$44.7K 0.1% 82
2025
Q4 		$668K Sell
4,383
-351
-7% -$53.5K 0.07% 90
2025
Q3 		$735K Buy
4,734
+85
+2% +$13.2K 0.08% 92
2025
Q2 		$666K Buy
+4,649
New +$655K 0.07% 97
2015
Q4 		– Sell
-5,545
Closed -$437K – 109
2015
Q3 		$437K Buy
5,545
+1,135
+26% +$95.5K 0.06% 89
2015
Q2 		$425K Buy
4,410
+75
+2% +$7.88K 0.06% 95
2015
Q1 		$455K Buy
+4,335
New +$463K 0.06% 101

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

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

Quest Investment Management reduced its Chevron (CVX) stake by 15% in Q2 2026, selling an estimated $114K and leaving 3,526 shares worth $584K. The position accounts for 0.07% of the portfolio, ranked #90.

Quest Investment Management first reported a position in CVX in Q1 2015 and has held it in 8 quarters since. The position peaked at $856K in Q1 2026. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Quest Investment Management held 3,526 shares of Chevron worth $584K as of Q2 2026.
  • Quest Investment Management sold 612 Chevron shares in Q2 2026, an estimated $114K.
  • Chevron made up 0.07% of Quest Investment Management's portfolio in Q2 2026, its #90 holding.
  • Quest Investment Management first reported a position in Chevron in Q1 2015 and has held it in 8 quarters since.
  • Quest Investment Management's Chevron position peaked at $856K in Q1 2026.
  • 4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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