Syntax Research’s Chevron CVX Stock Holding History

Syntax Research’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	$888K	Buy	5,357 +61	+1%	+$11.4K	0.65%	25
2026 Q1	$1.1M	Sell	5,296 -605	-10%	-$110K	0.7%	39
2025 Q4	$899K	Buy	5,901 +416	+8%	+$63.4K	0.55%	43
2025 Q3	$852K	Buy	5,485 +327	+6%	+$50.6K	0.55%	44
2025 Q2	$739K	Buy	5,158 +702	+16%	+$99K	0.52%	41
2025 Q1	$746K	Sell	4,456 -5,314	-54%	-$832K	0.51%	42
2024 Q4	$1.42M	Sell	9,770 -15,658	-62%	-$2.4M	1.01%	32
2024 Q3	$3.74M	Buy	25,428 +22,647	+814%	+$3.37M	2.53%	13
2024 Q2	$435K	Buy	2,781 +79	+3%	+$12.6K	0.34%	40
2024 Q1	$426K	Buy	2,702 +2,667	+7,620%	+$402K	0.33%	46
2023 Q4	$5.22K	Hold	35	–	–	﹤0.01%	159
2023 Q3	$5.9K	Buy	+35	New	+$5.65K	﹤0.01%	157

Other funds holding CVX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Syntax Research's CVX Position: Q2 2026 in Review

Syntax Research increased its Chevron (CVX) stake by 1.2% in Q2 2026, buying an estimated $11.4K and bringing the position to 5,357 shares worth $888K. The position accounts for 0.65% of the portfolio, ranked #25.

Syntax Research first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.74M in Q3 2024. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Syntax Research held 5,357 shares of Chevron worth $888K as of Q2 2026.
Syntax Research bought 61 Chevron shares in Q2 2026, an estimated $11.4K.
Chevron made up 0.65% of Syntax Research's portfolio in Q2 2026, its #25 holding.
Syntax Research first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
Syntax Research's Chevron position peaked at $3.74M in Q3 2024.
4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.