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Theory Financial’s Chevron CVX Stock Holding History

Theory Financial’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 		$303K Hold
1,828
– – 0.1% 88
2026
Q1 		$378K Sell
1,828
-575
-24% -$105K 0.13% 78
2025
Q4 		$403K Sell
2,403
-82
-3% -$12.5K 0.14% 78
2025
Q3 		$384K Hold
2,485
– – 0.14% 71
2025
Q2 		$377K Buy
2,485
+20
+0.8% +$2.82K 0.14% 69
2025
Q1 		$412K Buy
2,465
+388
+19% +$60.7K 0.17% 61
2024
Q4 		$301K Buy
2,077
+200
+11% +$30.6K 0.13% 66
2024
Q3 		$279K Hold
1,877
– – 0.12% 58
2024
Q2 		$294K Sell
1,877
-26
-1% -$4.15K 0.14% 59
2024
Q1 		$300K Hold
1,903
– – 0.15% 61
2023
Q4 		$284K Hold
1,903
– – 0.15% 61
2023
Q3 		$321K Buy
+1,903
New +$307K 0.19% 56

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

Theory Financial's CVX Position: Q2 2026 in Review

Theory Financial held its Chevron (CVX) position steady in Q2 2026 at 1,828 shares worth $303K. The position accounts for 0.1% of the portfolio, ranked #88.

Theory Financial first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. The position peaked at $412K in Q1 2025. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Theory Financial held 1,828 shares of Chevron worth $303K as of Q2 2026.
  • Theory Financial left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.1% of Theory Financial's portfolio in Q2 2026, its #88 holding.
  • Theory Financial first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
  • Theory Financial's Chevron position peaked at $412K in Q1 2025.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Theory Financial's 13F filing for Q2 2026, filed 31 Jul 2026.