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USA Financial Formulas’s Chevron CVX Stock Holding History

USA Financial Formulas’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 		– Sell
-2,598
Closed -$538K – 443
2026
Q1 		$538K Buy
+2,598
New +$474K 0.1% 77
2023
Q4 		– Sell
-10
Closed -$1.69K – 389
2023
Q3 		$1.69K Hold
10
– – ﹤0.01% 347
2023
Q2 		$1.57K Hold
10
– – ﹤0.01% 326
2023
Q1 		$1.63K Buy
+10
New +$1.68K ﹤0.01% 246
2022
Q3 		$15K Sell
101
-5,507
-98% -$840K 0.02% 104
2022
Q2 		$812K Sell
5,608
-689
-11% -$114K 1.01% 38
2022
Q1 		$1.02M Buy
6,297
+5,548
+741% +$796K 1.1% 29
2021
Q4 		$88K Buy
749
+600
+403% +$68.2K 0.08% 130
2021
Q3 		$15K Sell
149
-8,807
-98% -$878K 0.01% 230
2021
Q2 		$938K Buy
8,956
+8,943
+68,792% +$944K 0.79% 62
2021
Q1 		$1K Hold
13
– – ﹤0.01% 298
2020
Q4 		$1K Buy
+13
New +$1.05K ﹤0.01% 263
2019
Q1 		– Sell
-34
Closed -$4K – 178
2018
Q4 		$4K Buy
+34
New +$3.94K ﹤0.01% 286
2018
Q3 		– Sell
-26,379
Closed -$3.01M – 294
2018
Q2 		$3.01M Sell
26,379
-67
-0.3% -$8.32K 0.73% 57
2018
Q1 		$3.02M Buy
+26,446
New +$3.16M 0.73% 58
2017
Q2 		– Sell
-40,107
Closed -$4.31M – 241
2017
Q1 		$4.31M Sell
40,107
-44,935
-53% -$5.04M 1.04% 25
2016
Q4 		$10M Buy
+85,042
New +$9.26M 2.49% 6

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

USA Financial Formulas's CVX Position: Q2 2026 in Review

USA Financial Formulas sold out of Chevron (CVX) in Q2 2026, closing a stake of 2,598 shares — an estimated $538K sold.

USA Financial Formulas first reported a position in CVX in Q4 2016 and held it in 17 quarters. The position peaked at $10M in Q4 2016. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • USA Financial Formulas reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 2,598 Chevron shares in Q2 2026, an estimated $538K.
  • USA Financial Formulas first reported a position in Chevron in Q4 2016 and held it in 17 quarters.
  • USA Financial Formulas's Chevron position peaked at $10M in Q4 2016.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.