Sweeney & Michel’s Chevron CVX Stock Holding History

Sweeney & Michel’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	$1.01M	Buy	5,389 +29	+0.5%	+$5.4K	0.26%	60
2026 Q1	$1.03M	Buy	5,360 +29	+0.5%	+$5.29K	0.3%	56
2025 Q4	$991K	Buy	5,331 +35	+0.7%	+$5.33K	0.29%	60
2025 Q3	$789K	Sell	5,296 -128	-2%	-$19.8K	0.27%	65
2025 Q2	$842K	Buy	5,424 +408	+8%	+$57.5K	0.3%	58
2025 Q1	$687K	Buy	+5,016	New	+$785K	0.3%	58
2024 Q3	$680K	Buy	4,508 +1,001	+29%	+$149K	0.27%	62
2024 Q2	$537K	Buy	3,507 +35	+1%	+$5.58K	0.23%	63
2024 Q1	$568K	Buy	+3,472	New	+$524K	0.25%	63
2023 Q3	$525K	Sell	3,686 -9	-0.2%	-$1.45K	0.28%	64
2023 Q2	$590K	Sell	3,695 -462	-11%	-$74.1K	0.3%	54
2023 Q1	$648K	Buy	+4,157	New	+$697K	0.35%	50

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Sweeney & Michel's CVX Position: Q2 2026 in Review

Sweeney & Michel increased its Chevron (CVX) stake by 0.54% in Q2 2026, buying an estimated $5.4K and bringing the position to 5,389 shares worth $1.01M. The position accounts for 0.26% of the portfolio, ranked #60.

Sweeney & Michel first reported a position in CVX in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Sweeney & Michel held 5,389 shares of Chevron worth $1.01M as of Q2 2026.
Sweeney & Michel bought 29 Chevron shares in Q2 2026, an estimated $5.4K.
Chevron made up 0.26% of Sweeney & Michel's portfolio in Q2 2026, its #60 holding.
Sweeney & Michel first reported a position in Chevron in Q1 2023 and has held it in 12 quarters since.
Sweeney & Michel's Chevron position peaked at $1.03M in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.