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SimplyRich’s Chevron CVX Stock Holding History

SimplyRich’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
-1,832
Closed -$379K – 175
2026
Q1 		$379K Hold
1,832
– – 0.1% 179
2025
Q4 		$279K Hold
1,832
– – 0.07% 176
2025
Q3 		$284K Hold
1,832
– – 0.08% 181
2025
Q2 		$262K Hold
1,832
– – 0.07% 197
2025
Q1 		$306K Hold
1,832
– – 0.09% 178
2024
Q4 		$265K Hold
1,832
– – 0.08% 193
2024
Q3 		$269K Hold
1,832
– – 0.08% 195
2024
Q2 		$286K Hold
1,832
– – 0.09% 153
2024
Q1 		$289K Buy
+1,832
New +$276K 0.09% 153

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

SimplyRich's CVX Position: Q2 2026 in Review

SimplyRich sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,832 shares — an estimated $379K sold.

SimplyRich first reported a position in CVX in Q1 2024 and held it in 9 quarters. The position peaked at $379K in Q1 2026. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • SimplyRich reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • SimplyRich sold 1,832 Chevron shares in Q2 2026, an estimated $379K.
  • SimplyRich first reported a position in Chevron in Q1 2024 and held it in 9 quarters.
  • SimplyRich's Chevron position peaked at $379K in Q1 2026.
  • 4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.