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CVX icon

Tidemark’s Chevron CVX Stock Holding History

Tidemark’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 		$1.11M Buy
6,714
+2
+0% +$372 0.25% 54
2026
Q1 		$1.39M Sell
6,712
-189
-3% -$34.5K 0.35% 42
2025
Q4 		$1.05M Buy
6,901
+1
+0% +$152 0.3% 49
2025
Q3 		$1.07M Buy
6,900
+1
+0% +$155 0.31% 49
2025
Q2 		$988K Buy
6,899
+13
+0.2% +$1.83K 0.32% 44
2025
Q1 		$1.15M Buy
6,886
+4
+0.1% +$626 0.42% 35
2024
Q4 		$997K Buy
6,882
+2,192
+47% +$336K 0.38% 40
2024
Q3 		$691K Buy
4,690
+2,862
+157% +$426K 0.28% 52
2024
Q2 		$286K Buy
1,828
+74
+4% +$11.8K 0.13% 87
2024
Q1 		$277K Sell
1,754
-157
-8% -$23.7K 0.15% 99
2023
Q4 		$285K Buy
+1,911
New +$289K 0.18% 85

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Tidemark's CVX Position: Q2 2026 in Review

Tidemark increased its Chevron (CVX) stake by 0.03% in Q2 2026, buying an estimated $372 and bringing the position to 6,714 shares worth $1.11M. The position accounts for 0.25% of the portfolio, ranked #54.

Tidemark first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.39M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Tidemark held 6,714 shares of Chevron worth $1.11M as of Q2 2026.
  • Tidemark bought 2 Chevron shares in Q2 2026, an estimated $372.
  • Chevron made up 0.25% of Tidemark's portfolio in Q2 2026, its #54 holding.
  • Tidemark first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Tidemark's Chevron position peaked at $1.39M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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