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
2025 Q2	–	Sell	-16	Closed	-$128	–	711
2025 Q1	$128	Hold	16	–	–	﹤0.01%	697
2024 Q4	$1.55K	Buy	+16	New	+$2.45K	﹤0.01%	601

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

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. 4,135 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.
4,135 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.