Rebalance’s Chevron CVX Stock Holding History

Rebalance’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	$249K	Buy	1,503 +3	+0.2%	+$558	0.01%	96
2026 Q1	$310K	Hold	1,500	–	–	0.02%	88
2025 Q4	$229K	Hold	1,500	–	–	0.01%	97
2025 Q3	$233K	Hold	1,500	–	–	0.01%	94
2025 Q2	$215K	Sell	1,500 -1	-0.1%	-$141	0.01%	96
2025 Q1	$251K	Buy	1,501 +1	+0.1%	+$157	0.02%	88
2024 Q4	$217K	Hold	1,500	–	–	0.02%	97
2024 Q3	$221K	Hold	1,500	–	–	0.02%	91
2024 Q2	$235K	Hold	1,500	–	–	0.02%	84
2024 Q1	$237K	Sell	1,500 -70	-4%	-$10.6K	0.02%	88
2023 Q4	$234K	Buy	+1,570	New	+$237K	0.02%	85
2023 Q1	–	Sell	-145	Closed	-$26K	–	87
2022 Q4	$26K	Buy	+145	New	+$25.3K	﹤0.01%	117

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Rebalance's CVX Position: Q2 2026 in Review

Rebalance increased its Chevron (CVX) stake by 0.2% in Q2 2026, buying an estimated $558 and bringing the position to 1,503 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #96.

Rebalance first reported a position in CVX in Q4 2022 and has held it in 12 quarters since. The position peaked at $310K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Rebalance held 1,503 shares of Chevron worth $249K as of Q2 2026.
Rebalance bought 3 Chevron shares in Q2 2026, an estimated $558.
Chevron made up 0.01% of Rebalance's portfolio in Q2 2026, its #96 holding.
Rebalance first reported a position in Chevron in Q4 2022 and has held it in 12 quarters since.
Rebalance's Chevron position peaked at $310K in Q1 2026.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.