Rakuten Investment Management
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Rakuten Investment Management’s Chevron CVX Stock Holding History

Rakuten 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 		$51.3M Buy
304,685
+24,574
+9% +$4.57M 0.15% 46
2026
Q1 		$59M Buy
280,111
+29,640
+12% +$5.4M 0.12% 31
2025
Q4 		$37.8M Buy
250,471
+246,500
+6,208% +$37.5M 0.13% 46
2025
Q3 		$584K Buy
+3,971
New +$615K ﹤0.01% 543
2025
Q1 		$25.5M Buy
+153,749
New +$24.1M 0.12% 38
2024
Q3 		$14.2M Buy
97,290
+23,749
+32% +$3.53M 0.08% 41
2024
Q2 		$11.5M Buy
73,541
+26,438
+56% +$4.22M 0.08% 38
2024
Q1 		$7.43M Buy
47,103
+42,720
+975% +$6.45M 0.05% 41
2023
Q4 		$656K Buy
+4,383
New +$663K 0.01% 44

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

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

Rakuten Investment Management increased its Chevron (CVX) stake by 8.8% in Q2 2026, buying an estimated $4.57M and bringing the position to 304,685 shares worth $51.3M. The position accounts for 0.15% of the portfolio, ranked #46.

Rakuten Investment Management first reported a position in CVX in Q4 2023 and has held it in 9 quarters since. The position peaked at $59M in Q1 2026. 4,142 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Rakuten Investment Management held 304,685 shares of Chevron worth $51.3M as of Q2 2026.
  • Rakuten Investment Management bought 24,574 Chevron shares in Q2 2026, an estimated $4.57M.
  • Chevron made up 0.15% of Rakuten Investment Management's portfolio in Q2 2026, its #46 holding.
  • Rakuten Investment Management first reported a position in Chevron in Q4 2023 and has held it in 9 quarters since.
  • Rakuten Investment Management's Chevron position peaked at $59M in Q1 2026.
  • 4,142 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.