SDH
CVX icon

Sloy Dahl & Holst’s Chevron CVX Stock Holding History

Sloy Dahl & Holst’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 		$1.32M Hold
7,944
– – 0.16% 42
2026
Q1 		$1.64M Hold
7,944
– – 0.23% 29
2025
Q4 		$1.21M Hold
7,944
– – 0.15% 45
2025
Q3 		$1.23M Buy
7,944
+3,382
+74% +$524K 0.13% 38
2025
Q2 		$653K Sell
4,562
-40
-0.9% -$5.64K 0.09% 53
2025
Q1 		$770K Hold
4,602
– – 0.13% 49
2024
Q4 		$667K Buy
4,602
+70
+2% +$10.7K 0.08% 50
2024
Q3 		$667K Buy
4,532
+445
+11% +$66.2K 0.11% 43
2024
Q2 		$639K Hold
4,087
– – 0.13% 37
2024
Q1 		$645K Buy
4,087
+135
+3% +$20.4K 0.15% 38
2023
Q4 		$589K Buy
3,952
+400
+11% +$60.5K 0.12% 39
2023
Q3 		$599K Hold
3,552
– – 0.13% 34
2023
Q2 		$559K Hold
3,552
– – 0.1% 36
2023
Q1 		$580K Buy
3,552
+115
+3% +$19.3K 0.13% 31
2022
Q4 		$617K Sell
3,437
-1,502
-30% -$262K 0.22% 30
2022
Q3 		$710K Sell
4,939
-120
-2% -$18.3K 0.15% 33
2022
Q2 		$732K Sell
5,059
-171
-3% -$28.3K 0.17% 35
2022
Q1 		$852K Buy
5,230
+82
+2% +$11.8K 0.14% 34
2021
Q4 		$522K Hold
5,148
– – 0.11% 46
2021
Q3 		$522K Buy
5,148
+1,841
+56% +$184K 0.11% 46
2021
Q2 		$346K Sell
3,307
-1,838
-36% -$194K 0.05% 44
2021
Q1 		$539K Buy
5,145
+1,872
+57% +$183K 0.08% 38
2020
Q4 		$380K Buy
3,273
+166
+5% +$13.4K 0.18% 31
2020
Q3 		$220K Hold
3,107
– – 0.08% 35
2020
Q2 		$277K Hold
3,107
– – 0.13% 32
2020
Q1 		$225K Sell
3,107
-166
-5% -$16.4K 0.17% 33
2019
Q4 		$394K Buy
+3,273
New +$386K 0.37% 26

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

Sloy Dahl & Holst's CVX Position: Q2 2026 in Review

Sloy Dahl & Holst held its Chevron (CVX) position steady in Q2 2026 at 7,944 shares worth $1.32M. The position accounts for 0.16% of the portfolio, ranked #42.

Sloy Dahl & Holst first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.64M in Q1 2026. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sloy Dahl & Holst held 7,944 shares of Chevron worth $1.32M as of Q2 2026.
  • Sloy Dahl & Holst left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.16% of Sloy Dahl & Holst's portfolio in Q2 2026, its #42 holding.
  • Sloy Dahl & Holst first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Sloy Dahl & Holst's Chevron position peaked at $1.64M in Q1 2026.
  • 4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.