SC
CVX icon

Stephenson & Company’s Chevron CVX Stock Holding History

Stephenson & Company’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 		$214K Hold
1,290
– – 0.1% 47
2026
Q1 		$267K Buy
+1,290
New +$235K 0.14% 33
2025
Q2 		– Sell
-1,198
Closed -$200K – 43
2025
Q1 		$200K Buy
+1,198
New +$188K 0.13% 39
2024
Q4 		– Sell
-1,360
Closed -$200K – 37
2024
Q3 		$200K Hold
1,360
– – 0.14% 39
2024
Q2 		$213K Sell
1,360
-92
-6% -$14.7K 0.16% 34
2024
Q1 		$229K Sell
1,452
-7
-0.5% -$1.06K 0.17% 35
2023
Q4 		$218K Buy
+1,459
New +$221K 0.18% 32

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

Stephenson & Company's CVX Position: Q2 2026 in Review

Stephenson & Company held its Chevron (CVX) position steady in Q2 2026 at 1,290 shares worth $214K. The position accounts for 0.1% of the portfolio, ranked #47.

Stephenson & Company first reported a position in CVX in Q4 2023 and has held it in 7 quarters since. The position peaked at $267K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Stephenson & Company held 1,290 shares of Chevron worth $214K as of Q2 2026.
  • Stephenson & Company left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.1% of Stephenson & Company's portfolio in Q2 2026, its #47 holding.
  • Stephenson & Company first reported a position in Chevron in Q4 2023 and has held it in 7 quarters since.
  • Stephenson & Company's Chevron position peaked at $267K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Stephenson & Company's 13F filing for Q2 2026, filed 28 Jul 2026.