Sapient Capital’s Chevron CVX Stock Holding History

Sapient Capital’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	$37.4M	Sell	225,469 -3,818	-2%	-$711K	0.49%	31
2026 Q1	$47.4M	Sell	229,287 -71,772	-24%	-$13.1M	0.72%	20
2025 Q4	$45.9M	Buy	301,059 +8,359	+3%	+$1.27M	0.64%	24
2025 Q3	$45.7M	Sell	292,700 -9,921	-3%	-$1.54M	0.7%	25
2025 Q2	$43.3M	Sell	302,621 -6,303	-2%	-$889K	0.78%	24
2025 Q1	$51.7M	Sell	308,924 -3,228	-1%	-$505K	1.02%	18
2024 Q4	$45.2M	Buy	312,152 +11,998	+4%	+$1.84M	0.86%	22
2024 Q3	$44.2M	Buy	300,154 +1,689	+0.6%	+$251K	0.89%	23
2024 Q2	$46.7M	Buy	298,465 +2,469	+0.8%	+$394K	0.97%	18
2024 Q1	$46.7M	Sell	295,996 -75,892	-20%	-$11.5M	1.03%	21
2023 Q4	$55.5M	Buy	+371,888	New	+$56.2M	1.43%	12

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

Sapient Capital's CVX Position: Q2 2026 in Review

Sapient Capital reduced its Chevron (CVX) stake by 1.7% in Q2 2026, selling an estimated $711K and leaving 225,469 shares worth $37.4M. The position accounts for 0.49% of the portfolio, ranked #31.

Sapient Capital first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $55.5M in Q4 2023. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Sapient Capital held 225,469 shares of Chevron worth $37.4M as of Q2 2026.
Sapient Capital sold 3,818 Chevron shares in Q2 2026, an estimated $711K.
Chevron made up 0.49% of Sapient Capital's portfolio in Q2 2026, its #31 holding.
Sapient Capital first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Sapient Capital's Chevron position peaked at $55.5M in Q4 2023.
4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.