Vanguard Personalized Indexing Management
CVX icon

Vanguard Personalized Indexing Management’s Chevron CVX Stock Holding History

Vanguard Personalized Indexing Management’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 		$39.4M Buy
237,649
+1,588
+0.7% +$296K 0.32% 51
2026
Q1 		$48.8M Buy
236,061
+13,628
+6% +$2.49M 0.48% 26
2025
Q4 		$33.9M Sell
222,433
-14,658
-6% -$2.23M 0.33% 43
2025
Q3 		$37M Buy
237,091
+55,511
+31% +$8.6M 0.38% 29
2025
Q2 		$26.1M Sell
181,580
-10,926
-6% -$1.54M 0.3% 48
2025
Q1 		$32.2M Buy
192,506
+30,258
+19% +$4.74M 0.47% 25
2024
Q4 		$23.5M Buy
162,248
+21,668
+15% +$3.32M 0.35% 34
2024
Q3 		$20.7M Sell
140,580
-6,935
-5% -$1.03M 0.33% 42
2024
Q2 		$22.3M Buy
147,515
+16,268
+12% +$2.59M 0.42% 28
2024
Q1 		$20.7M Buy
131,247
+19,499
+17% +$2.94M 0.44% 29
2023
Q4 		$16.7M Sell
111,748
-20,126
-15% -$3.04M 0.43% 31
2023
Q3 		$22.2M Buy
131,874
+14,954
+13% +$2.42M 0.66% 19
2023
Q2 		$18.4M Buy
116,920
+3,965
+4% +$636K 0.56% 22
2023
Q1 		$18.4M Buy
112,955
+20,955
+23% +$3.51M 0.64% 21
2022
Q4 		$16.5M Buy
92,000
+5,457
+6% +$952K 0.68% 19
2022
Q3 		$12.4M Buy
86,543
+11,845
+16% +$1.81M 0.56% 23
2022
Q2 		$10.8M Buy
74,698
+14,604
+24% +$2.41M 0.5% 26
2022
Q1 		$9.79M Buy
60,094
+11,127
+23% +$1.6M 0.47% 24
2021
Q4 		$5.75M Buy
48,967
+19,048
+64% +$2.16M 0.34% 46
2021
Q3 		$3.04M Buy
29,919
+198
+0.7% +$19.7K 0.27% 60
2021
Q2 		$3.11M Buy
29,721
+13,508
+83% +$1.43M 0.33% 51
2021
Q1 		$1.7M Buy
16,213
+6,385
+65% +$623K 0.26% 80
2020
Q4 		$830K Buy
9,828
+1,731
+21% +$140K 0.18% 120
2020
Q3 		$583K Sell
8,097
-1,769
-18% -$149K 0.16% 153
2020
Q2 		$880K Buy
9,866
+3,469
+54% +$311K 0.4% 53
2020
Q1 		$464K Buy
+6,397
New +$632K 0.27% 100

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

Vanguard Personalized Indexing Management's CVX Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Chevron (CVX) stake by 0.67% in Q2 2026, buying an estimated $296K and bringing the position to 237,649 shares worth $39.4M. The position accounts for 0.32% of the portfolio, ranked #51.

Vanguard Personalized Indexing Management first reported a position in CVX in Q1 2020 and has held it in 26 quarters since. The position peaked at $48.8M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Vanguard Personalized Indexing Management held 237,649 shares of Chevron worth $39.4M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 1,588 Chevron shares in Q2 2026, an estimated $296K.
  • Chevron made up 0.32% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #51 holding.
  • Vanguard Personalized Indexing Management first reported a position in Chevron in Q1 2020 and has held it in 26 quarters since.
  • Vanguard Personalized Indexing Management's Chevron position peaked at $48.8M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.