Saxon Interests’s Chevron CVX Stock Holding History

Saxon Interests’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	$2M	Sell	12,061 -1,043	-8%	-$194K	0.55%	38
2026 Q1	$2.71M	Sell	13,104 -5,745	-30%	-$1.05M	0.93%	24
2025 Q4	$2.87M	Buy	18,849 +34	+0.2%	+$5.18K	1.01%	23
2025 Q3	$3.02M	Buy	18,815 +9	+0%	+$1.39K	1.18%	18
2025 Q2	$3.15M	Hold	18,806	–	–	1.47%	16
2025 Q1	$3.15M	Sell	18,806 -14	-0.1%	-$2.19K	1.47%	16
2024 Q4	$2.73M	Buy	18,820 +591	+3%	+$90.5K	1.2%	21
2024 Q3	$2.68M	Buy	18,229 +148	+0.8%	+$22K	1.22%	17
2024 Q2	$2.83M	Sell	18,081 -259	-1%	-$41.3K	1.35%	14
2024 Q1	$2.89M	Buy	18,340 +1,807	+11%	+$273K	1.38%	14
2023 Q4	$2.47M	Buy	+16,533	New	+$2.5M	1.23%	15
2023 Q3	–	Sell	-15,807	Closed	-$2.49M	–	80
2023 Q2	$2.49M	Buy	15,807 +53	+0.3%	+$8.5K	1.33%	17
2023 Q1	$2.57M	Sell	15,754 -1,435	-8%	-$241K	1.45%	15
2022 Q4	$3.01M	Sell	17,189 -1,726	-9%	-$301K	1.72%	11
2022 Q3	$3M	Sell	18,915 -81	-0.4%	-$12.4K	1.83%	14
2022 Q2	$2.75M	Sell	18,996 -523	-3%	-$86.5K	1.67%	16
2022 Q1	$3.18M	Buy	19,519 +3,854	+25%	+$553K	1.69%	20
2021 Q4	$2M	Buy	+15,665	New	+$1.78M	1.14%	23

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

Saxon Interests's CVX Position: Q2 2026 in Review

Saxon Interests reduced its Chevron (CVX) stake by 8% in Q2 2026, selling an estimated $194K and leaving 12,061 shares worth $2M. The position accounts for 0.55% of the portfolio, ranked #38.

Saxon Interests first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.18M in Q1 2022. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Saxon Interests held 12,061 shares of Chevron worth $2M as of Q2 2026.
Saxon Interests sold 1,043 Chevron shares in Q2 2026, an estimated $194K.
Chevron made up 0.55% of Saxon Interests's portfolio in Q2 2026, its #38 holding.
Saxon Interests first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
Saxon Interests's Chevron position peaked at $3.18M in Q1 2022.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.