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Solitude Financial Services’s Chevron CVX Stock Holding History

Solitude Financial Services’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 		$4.28M Buy
25,796
+917
+4% +$171K 1.18% 16
2026
Q1 		$4.6M Buy
24,879
+1,263
+5% +$230K 1.36% 15
2025
Q4 		$3.6M Buy
23,616
+1,109
+5% +$169K 1.19% 16
2025
Q3 		$3.5M Sell
22,507
-2,818
-11% -$436K 1.2% 15
2025
Q2 		$3.63M Buy
25,325
+1,913
+8% +$270K 1.31% 14
2025
Q1 		$3.92M Buy
23,412
+1,034
+5% +$162K 1.52% 13
2024
Q4 		$3.24M Buy
22,378
+2,213
+11% +$339K 1.42% 12
2024
Q3 		$2.97M Buy
20,165
+5,968
+42% +$888K 1.27% 12
2024
Q2 		$2.22M Buy
14,197
+3,687
+35% +$588K 1.03% 13
2024
Q1 		$1.66M Buy
10,510
+1,668
+19% +$252K 0.76% 17
2023
Q4 		$1.32M Buy
8,842
+1,242
+16% +$188K 0.72% 26
2023
Q3 		$1.28M Sell
7,600
-970
-11% -$157K 0.72% 28
2023
Q2 		$1.35M Buy
8,570
+493
+6% +$79K 0.76% 25
2023
Q1 		$1.32M Buy
8,077
+91
+1% +$15.3K 0.85% 25
2022
Q4 		$1.43M Sell
7,986
-70
-0.9% -$12.2K 0.98% 22
2022
Q3 		$1.16M Buy
8,056
+170
+2% +$25.9K 0.85% 27
2022
Q2 		$1.14M Buy
7,886
+465
+6% +$76.9K 0.8% 28
2022
Q1 		$1.21M Sell
7,421
-5,666
-43% -$813K 0.76% 22
2021
Q4 		$1.54M Sell
13,087
-3,091
-19% -$351K 1.02% 22
2021
Q3 		$1.64M Buy
16,178
+662
+4% +$66K 1.13% 21
2021
Q2 		$1.63M Buy
15,516
+495
+3% +$52.3K 1.18% 24
2021
Q1 		$1.57M Sell
15,021
-245
-2% -$23.9K 1.27% 22
2020
Q4 		$1.29M Buy
+15,266
New +$1.24M 1.13% 23

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

Solitude Financial Services's CVX Position: Q2 2026 in Review

Solitude Financial Services increased its Chevron (CVX) stake by 3.7% in Q2 2026, buying an estimated $171K and bringing the position to 25,796 shares worth $4.28M. The position accounts for 1.18% of the portfolio, ranked #16.

Solitude Financial Services first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.6M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Solitude Financial Services held 25,796 shares of Chevron worth $4.28M as of Q2 2026.
  • Solitude Financial Services bought 917 Chevron shares in Q2 2026, an estimated $171K.
  • Chevron made up 1.18% of Solitude Financial Services's portfolio in Q2 2026, its #16 holding.
  • Solitude Financial Services first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Solitude Financial Services's Chevron position peaked at $4.6M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Solitude Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.