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Stone House Investment Management’s Chevron CVX Stock Holding History

Stone House Investment 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 		$148K Buy
894
+8
+0.9% +$1.49K 0.02% 111
2026
Q1 		$183K Sell
886
-179
-17% -$32.6K 0.03% 83
2025
Q4 		$162K Buy
1,065
+61
+6% +$9.29K 0.03% 91
2025
Q3 		$156K Sell
1,004
-156
-13% -$24.2K 0.03% 88
2025
Q2 		$166K Buy
1,160
+114
+11% +$16.1K 0.03% 79
2025
Q1 		$175K Buy
+1,046
New +$164K 0.04% 65
2024
Q4 		– Sell
-860
Closed -$127K – 126
2024
Q3 		$127K Hold
860
– – 0.03% 67
2024
Q2 		$135K Buy
860
+297
+53% +$47.4K 0.04% 63
2024
Q1 		$88.9K Sell
563
-20
-3% -$3.02K 0.02% 88
2023
Q4 		$87K Sell
583
-64
-10% -$9.68K 0.03% 65
2023
Q3 		$109K Buy
647
+2
+0.3% +$323 0.04% 53
2023
Q2 		$101K Sell
645
-198
-23% -$31.7K 0.04% 59
2023
Q1 		$138K Buy
+843
New +$141K 0.05% 49

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Stone House Investment Management's CVX Position: Q2 2026 in Review

Stone House Investment Management increased its Chevron (CVX) stake by 0.9% in Q2 2026, buying an estimated $1.49K and bringing the position to 894 shares worth $148K. The position accounts for 0.02% of the portfolio, ranked #111.

Stone House Investment Management first reported a position in CVX in Q1 2023 and has held it in 13 quarters since. The position peaked at $183K in Q1 2026. 4,142 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Stone House Investment Management held 894 shares of Chevron worth $148K as of Q2 2026.
  • Stone House Investment Management bought 8 Chevron shares in Q2 2026, an estimated $1.49K.
  • Chevron made up 0.02% of Stone House Investment Management's portfolio in Q2 2026, its #111 holding.
  • Stone House Investment Management first reported a position in Chevron in Q1 2023 and has held it in 13 quarters since.
  • Stone House Investment Management's Chevron position peaked at $183K in Q1 2026.
  • 4,142 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.