Smartleaf Asset Management’s Chevron CVX Stock Holding History

Smartleaf 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	$5.99M	Hold	35,557	–	–	0.19%	90
2026 Q1	$7.49M	Buy	35,557 +2,942	+9%	+$536K	0.27%	70
2025 Q4	$4.97M	Buy	32,615 +2,728	+9%	+$415K	0.19%	94
2025 Q3	$4.67M	Buy	29,887 +8,482	+40%	+$1.31M	0.29%	64
2025 Q2	$3.08M	Sell	21,405 -1,814	-8%	-$256K	0.27%	72
2025 Q1	$3.86M	Buy	23,219 +1,032	+5%	+$162K	0.37%	54
2024 Q4	$3.17M	Buy	22,187 +3,915	+21%	+$599K	0.32%	62
2024 Q3	$2.66M	Buy	18,272 +4,622	+34%	+$688K	0.32%	70
2024 Q2	$2.13M	Buy	13,650 +1,555	+13%	+$248K	0.35%	59
2024 Q1	$1.89M	Buy	12,095 +3,280	+37%	+$495K	0.37%	66
2023 Q4	$1.28M	Buy	+8,815	New	+$1.33M	0.34%	71

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

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

Smartleaf Asset Management held its Chevron (CVX) position steady in Q2 2026 at 35,557 shares worth $5.99M. The position accounts for 0.19% of the portfolio, ranked #90.

Smartleaf Asset Management first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.49M in Q1 2026. 4,135 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Smartleaf Asset Management held 35,557 shares of Chevron worth $5.99M as of Q2 2026.
Smartleaf Asset Management left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.19% of Smartleaf Asset Management's portfolio in Q2 2026, its #90 holding.
Smartleaf Asset Management first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's Chevron position peaked at $7.49M in Q1 2026.
4,135 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.