Rockbridge Investment Management’s Chevron CVX Stock Holding History

Rockbridge 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	–	Sell	-1,574	Closed	-$326K	–	147
2026 Q1	$326K	Buy	+1,574	New	+$287K	0.03%	111
2025 Q2	–	Sell	-1,387	Closed	-$232K	–	136
2025 Q1	$232K	Buy	+1,387	New	+$217K	0.03%	120
2024 Q1	–	Sell	-605	Closed	-$90.2K	–	226
2023 Q4	$90.2K	Buy	+605	New	+$91.5K	0.01%	185
2023 Q1	–	Sell	-2,715	Closed	-$487K	–	111
2022 Q4	$487K	Buy	+2,715	New	+$474K	0.1%	68
2022 Q3	–	Sell	-666	Closed	-$96.4K	–	209
2022 Q2	$96.4K	Sell	666 -2,485	-79%	-$411K	0.02%	163
2022 Q1	$517K	Sell	3,151 -1,337	-30%	-$192K	0.08%	97
2021 Q4	$527K	Buy	4,488 +82	+2%	+$9.31K	0.08%	106
2021 Q3	$447K	Hold	4,406	–	–	0.07%	105
2021 Q2	$461K	Sell	4,406 -812	-16%	-$85.7K	0.08%	102
2021 Q1	$547K	Buy	5,218 +35	+0.7%	+$3.42K	0.1%	80
2020 Q4	$438K	Buy	5,183 +754	+17%	+$61K	0.09%	97
2020 Q3	$319K	Buy	4,429 +2,298	+108%	+$193K	0.08%	108
2020 Q2	$190K	Buy	+2,131	New	+$191K	0.05%	127

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Rockbridge Investment Management sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,574 shares — an estimated $326K sold.

Rockbridge Investment Management first reported a position in CVX in Q2 2020 and held it in 13 quarters. The position peaked at $547K in Q1 2021. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Rockbridge Investment Management reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Rockbridge Investment Management sold 1,574 Chevron shares in Q2 2026, an estimated $326K.
Rockbridge Investment Management first reported a position in Chevron in Q2 2020 and held it in 13 quarters.
Rockbridge Investment Management's Chevron position peaked at $547K in Q1 2021.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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