Saranac Partners’s Chevron CVX Stock Holding History

Saranac Partners’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	$737K	Sell	4,447 -7,318	-62%	-$1.36M	0.22%	61
2026 Q1	$641K	Buy	11,765 +9,129	+346%	+$1.66M	0.27%	55
2025 Q4	$402K	Sell	2,636 -3,439	-57%	-$524K	0.16%	56
2025 Q3	$943K	Buy	6,075 +124	+2%	+$19.2K	0.17%	88
2025 Q2	$852K	Buy	5,951 +290	+5%	+$40.9K	0.45%	39
2025 Q1	$947K	Buy	5,661 +580	+11%	+$90.8K	0.54%	38
2024 Q4	$736K	Buy	+5,081	New	+$778K	0.41%	37
2024 Q3	–	Sell	-4,566	Closed	-$714K	–	25
2024 Q2	$714K	Sell	4,566 -717	-14%	-$114K	0.42%	37
2024 Q1	$833K	Buy	5,283 +510	+11%	+$77K	0.51%	35
2023 Q4	$712K	Sell	4,773 -4,773	-50%	-$722K	0.47%	38
2023 Q3	$1.61M	Buy	9,546 +205	+2%	+$33.1K	0.9%	27
2023 Q2	$1.47M	Buy	9,341 +515	+6%	+$82.6K	0.78%	27
2023 Q1	$1.44M	Buy	8,826 +7,041	+394%	+$1.18M	0.85%	27
2022 Q4	$320K	Buy	+1,785	New	+$311K	0.58%	30

Other funds holding CVX

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Saranac Partners's CVX Position: Q2 2026 in Review

Saranac Partners reduced its Chevron (CVX) stake by 62% in Q2 2026, selling an estimated $1.36M and leaving 4,447 shares worth $737K. The position accounts for 0.22% of the portfolio, ranked #61.

Saranac Partners first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.61M in Q3 2023. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Saranac Partners held 4,447 shares of Chevron worth $737K as of Q2 2026.
Saranac Partners sold 7,318 Chevron shares in Q2 2026, an estimated $1.36M.
Chevron made up 0.22% of Saranac Partners's portfolio in Q2 2026, its #61 holding.
Saranac Partners first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
Saranac Partners's Chevron position peaked at $1.61M in Q3 2023.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Saranac Partners's 13F filing for Q2 2026, filed 13 Aug 2026.