Systematic Alpha Investments’s Chevron CVX Stock Holding History

Systematic Alpha Investments’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	$2.46M	Hold	14,854	–	–	0.07%	82
2026 Q1	$3.07M	Hold	14,854	–	–	0.11%	67
2025 Q4	$2.26M	Hold	14,854	–	–	0.07%	82
2025 Q3	$2.31M	Hold	14,854	–	–	0.08%	80
2025 Q2	$2.13M	Hold	14,854	–	–	0.08%	81
2025 Q1	$2.48M	Hold	14,854	–	–	0.09%	75
2024 Q4	$2.15M	Hold	14,854	–	–	0.08%	78
2024 Q3	$2.19M	Hold	14,854	–	–	0.08%	79
2024 Q2	$2.32M	Hold	14,854	–	–	0.09%	75
2024 Q1	$2.34M	Hold	14,854	–	–	0.09%	74
2023 Q4	$2.22M	Hold	14,854	–	–	0.1%	75
2023 Q3	$2.5M	Hold	14,854	–	–	0.12%	65
2023 Q2	$2.34M	Hold	14,854	–	–	0.11%	67
2023 Q1	$2.42M	Sell	14,854 -4,900	-25%	-$822K	0.13%	67
2022 Q4	$3.55M	Hold	19,754	–	–	0.18%	61
2022 Q3	$2.84M	Hold	19,754	–	–	0.17%	62
2022 Q2	$2.86M	Buy	19,754 +4,900	+33%	+$810K	0.16%	64
2022 Q1	$2.42M	Hold	14,854	–	–	0.12%	72
2021 Q4	$1.74M	Hold	14,854	–	–	0.08%	85
2021 Q3	$1.7M	Hold	14,854	–	–	0.07%	90
2021 Q2	$1.52M	Buy	14,854 +4,854	+49%	+$512K	0.07%	90
2021 Q1	$1.05M	Buy	+10,000	New	+$976K	0.07%	92

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

Systematic Alpha Investments's CVX Position: Q2 2026 in Review

Systematic Alpha Investments held its Chevron (CVX) position steady in Q2 2026 at 14,854 shares worth $2.46M. The position accounts for 0.07% of the portfolio, ranked #82.

Systematic Alpha Investments first reported a position in CVX in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.55M in Q4 2022. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Systematic Alpha Investments held 14,854 shares of Chevron worth $2.46M as of Q2 2026.
Systematic Alpha Investments left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.07% of Systematic Alpha Investments's portfolio in Q2 2026, its #82 holding.
Systematic Alpha Investments first reported a position in Chevron in Q1 2021 and has held it in 22 quarters since.
Systematic Alpha Investments's Chevron position peaked at $3.55M in Q4 2022.
4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Systematic Alpha Investments's 13F filing for Q2 2026, filed 13 Aug 2026.