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Sierra Capital’s Chevron CVX Stock Holding History

Sierra 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 		– Sell
-1,371
Closed -$284K – 230
2026
Q1 		$284K Buy
+1,371
New +$250K 0.03% 193
2024
Q4 		– Sell
-3,477
Closed -$512K – 198
2024
Q3 		$512K Sell
3,477
-1,428
-29% -$213K 0.06% 160
2024
Q2 		$767K Hold
4,905
– – 0.1% 129
2024
Q1 		$774K Hold
4,905
– – 0.1% 129
2023
Q4 		$732K Sell
4,905
-121
-2% -$18.3K 0.11% 125
2023
Q3 		$847K Sell
5,026
-306
-6% -$49.4K 0.14% 112
2023
Q2 		$839K Buy
5,332
+214
+4% +$34.3K 0.13% 112
2023
Q1 		$835K Sell
5,118
-43
-0.8% -$7.21K 0.14% 115
2022
Q4 		$926K Buy
5,161
+27
+0.5% +$4.71K 0.16% 108
2022
Q3 		$738K Buy
5,134
+22
+0.4% +$3.35K 0.14% 110
2022
Q2 		$740K Buy
5,112
+144
+3% +$23.8K 0.13% 115
2022
Q1 		$809K Sell
4,968
-21
-0.4% -$3.01K 0.13% 120
2021
Q4 		$585K Buy
4,989
+150
+3% +$17K 0.09% 133
2021
Q3 		$491K Hold
4,839
– – 0.08% 134
2021
Q2 		$507K Hold
4,839
– – 0.09% 123
2021
Q1 		$507K Buy
+4,839
New +$473K 0.1% 119

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sierra Capital's CVX Position: Q2 2026 in Review

Sierra Capital sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,371 shares — an estimated $284K sold.

Sierra Capital first reported a position in CVX in Q1 2021 and held it in 16 quarters. The position peaked at $926K in Q4 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sierra Capital reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Sierra Capital sold 1,371 Chevron shares in Q2 2026, an estimated $284K.
  • Sierra Capital first reported a position in Chevron in Q1 2021 and held it in 16 quarters.
  • Sierra Capital's Chevron position peaked at $926K in Q4 2022.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.