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Swan Capital’s Chevron CVX Stock Holding History

Swan Capital’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 		$30.8K Buy
186
+17
+10% +$3.16K 0.01% 117
2026
Q1 		$35K Sell
169
-1,113
-87% -$203K 0.01% 89
2025
Q4 		$195K Buy
1,282
+125
+11% +$19K 0.08% 39
2025
Q3 		$180K Sell
1,157
-919
-44% -$142K 0.07% 40
2025
Q2 		$297K Buy
2,076
+1,871
+913% +$264K 0.13% 34
2025
Q1 		$34.3K Sell
205
-392
-66% -$61.4K 0.02% 75
2024
Q4 		$86.5K Hold
597
– – 0.04% 52
2024
Q3 		$87.9K Hold
597
– – 0.04% 55
2024
Q2 		$93.4K Buy
+597
New +$95.2K 0.05% 50

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

Swan Capital's CVX Position: Q2 2026 in Review

Swan Capital increased its Chevron (CVX) stake by 10% in Q2 2026, buying an estimated $3.16K and bringing the position to 186 shares worth $30.8K. The position accounts for 0.01% of the portfolio, ranked #117.

Swan Capital first reported a position in CVX in Q2 2024 and has held it in 9 quarters since. The position peaked at $297K in Q2 2025. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Swan Capital held 186 shares of Chevron worth $30.8K as of Q2 2026.
  • Swan Capital bought 17 Chevron shares in Q2 2026, an estimated $3.16K.
  • Chevron made up 0.01% of Swan Capital's portfolio in Q2 2026, its #117 holding.
  • Swan Capital first reported a position in Chevron in Q2 2024 and has held it in 9 quarters since.
  • Swan Capital's Chevron position peaked at $297K in Q2 2025.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.