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Tacita Capital’s Chevron CVX Stock Holding History

Tacita 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 		$47.1K Sell
284
-35
-11% -$6.51K 0.03% 146
2026
Q1 		$66K Hold
319
– – 0.04% 128
2025
Q4 		$48.6K Hold
319
– – 0.03% 143
2025
Q3 		$49.5K Hold
319
– – 0.03% 143
2025
Q2 		$45.7K Sell
319
-132
-29% -$18.6K 0.03% 143
2025
Q1 		$75.4K Hold
451
– – 0.05% 108
2024
Q4 		$65.3K Sell
451
-3
-0.7% -$459 0.05% 115
2024
Q3 		$66.9K Buy
454
+65
+17% +$9.68K 0.04% 132
2024
Q2 		$60.8K Sell
389
-70
-15% -$11.2K 0.04% 136
2024
Q1 		$72.4K Buy
459
+55
+14% +$8.3K 0.05% 121
2023
Q4 		$60.3K Buy
+404
New +$61.1K 0.04% 128
2021
Q1 		– Sell
-520
Closed -$44K – 196
2020
Q4 		$44K Buy
+520
New +$42.1K 0.03% 156

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Tacita Capital's CVX Position: Q2 2026 in Review

Tacita Capital reduced its Chevron (CVX) stake by 11% in Q2 2026, selling an estimated $6.51K and leaving 284 shares worth $47.1K. The position accounts for 0.03% of the portfolio, ranked #146.

Tacita Capital first reported a position in CVX in Q4 2020 and has held it in 12 quarters since. The position peaked at $75.4K in Q1 2025. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Tacita Capital held 284 shares of Chevron worth $47.1K as of Q2 2026.
  • Tacita Capital sold 35 Chevron shares in Q2 2026, an estimated $6.51K.
  • Chevron made up 0.03% of Tacita Capital's portfolio in Q2 2026, its #146 holding.
  • Tacita Capital first reported a position in Chevron in Q4 2020 and has held it in 12 quarters since.
  • Tacita Capital's Chevron position peaked at $75.4K in Q1 2025.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.