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Recurrent Investment Advisors’s Chevron CVX Stock Holding History

Recurrent Investment Advisors’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 		$7.16M Buy
43,165
+2
+0% +$372 0.44% 32
2026
Q1 		$8.93M Buy
43,163
+400
+0.9% +$72.9K 0.54% 28
2025
Q4 		$6.52M Sell
42,763
-300
-0.7% -$45.7K 0.48% 26
2025
Q3 		$6.69M Buy
43,063
+21,839
+103% +$3.38M 0.51% 26
2025
Q2 		$3.04M Buy
21,224
+71
+0.3% +$10K 0.25% 29
2025
Q1 		$3.54M Hold
21,153
– – 0.3% 27
2024
Q4 		$3.06M Buy
+21,153
New +$3.24M 0.28% 25
2023
Q1 		– Sell
-33
Closed -$5.92K – 46
2022
Q4 		$5.92K Buy
+33
New +$5.76K ﹤0.01% 49
2022
Q3 		– Sell
-33
Closed -$5K – 44
2022
Q2 		$5K Buy
+33
New +$5.46K ﹤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 $3.37T 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

Recurrent Investment Advisors's CVX Position: Q2 2026 in Review

Recurrent Investment Advisors increased its Chevron (CVX) stake by 0% in Q2 2026, buying an estimated $372 and bringing the position to 43,165 shares worth $7.16M. The position accounts for 0.44% of the portfolio, ranked #32.

Recurrent Investment Advisors first reported a position in CVX in Q2 2022 and has held it in 9 quarters since. The position peaked at $8.93M in Q1 2026. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Recurrent Investment Advisors held 43,165 shares of Chevron worth $7.16M as of Q2 2026.
  • Recurrent Investment Advisors bought 2 Chevron shares in Q2 2026, an estimated $372.
  • Chevron made up 0.44% of Recurrent Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • Recurrent Investment Advisors first reported a position in Chevron in Q2 2022 and has held it in 9 quarters since.
  • Recurrent Investment Advisors's Chevron position peaked at $8.93M in Q1 2026.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Recurrent Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.