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Sherman Asset Management’s Chevron CVX Stock Holding History

Sherman Asset 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 		$1.26K Sell
7
-1
-13% -$186 ﹤0.01% 136
2026
Q1 		$1.56K Buy
8
+1
+14% +$182 ﹤0.01% 153
2025
Q4 		$1.14K Hold
7
– – ﹤0.01% 144
2025
Q3 		$1.15K Hold
7
– – ﹤0.01% 142
2025
Q2 		$1.05K Hold
7
– – ﹤0.01% 143
2025
Q1 		$1.21K Hold
7
– – ﹤0.01% 149
2024
Q4 		$1.04K Buy
+7
New +$1.07K ﹤0.01% 156

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Sherman Asset Management's CVX Position: Q2 2026 in Review

Sherman Asset Management reduced its Chevron (CVX) stake by 13% in Q2 2026, selling an estimated $186 and leaving 7 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #136.

Sherman Asset Management first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.56K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sherman Asset Management held 7 shares of Chevron worth $1.26K as of Q2 2026.
  • Sherman Asset Management sold 1 Chevron share in Q2 2026, an estimated $186.
  • Chevron made up ﹤0.01% of Sherman Asset Management's portfolio in Q2 2026, its #136 holding.
  • Sherman Asset Management first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Sherman Asset Management's Chevron position peaked at $1.56K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.