TC
CVX icon

TFR Capital’s Chevron CVX Stock Holding History

TFR 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 		$760K Buy
4,584
+106
+2% +$19.7K 0.21% 100
2026
Q1 		$926K Buy
4,478
+241
+6% +$43.9K 0.28% 82
2025
Q4 		$646K Sell
4,237
-94
-2% -$14.3K 0.21% 94
2025
Q3 		$673K Sell
4,331
-209
-5% -$32.4K 0.22% 91
2025
Q2 		$650K Sell
4,540
-93
-2% -$13.1K 0.24% 86
2025
Q1 		$775K Buy
4,633
+2,539
+121% +$397K 0.32% 76
2024
Q4 		$303K Buy
+2,094
New +$321K 0.15% 87

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

TFR Capital's CVX Position: Q2 2026 in Review

TFR Capital increased its Chevron (CVX) stake by 2.4% in Q2 2026, buying an estimated $19.7K and bringing the position to 4,584 shares worth $760K. The position accounts for 0.21% of the portfolio, ranked #100.

TFR Capital first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $926K in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • TFR Capital held 4,584 shares of Chevron worth $760K as of Q2 2026.
  • TFR Capital bought 106 Chevron shares in Q2 2026, an estimated $19.7K.
  • Chevron made up 0.21% of TFR Capital's portfolio in Q2 2026, its #100 holding.
  • TFR Capital first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • TFR Capital's Chevron position peaked at $926K in Q1 2026.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on TFR Capital's 13F filing for Q2 2026, filed 6 Aug 2026.