Vantus Wealth’s Chevron CVX Stock Holding History

Vantus Wealth’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	$826K	Buy	+4,984	New	+$928K	0.44%	60
2025 Q4	$727K	Buy	+4,769	New	+$726K	0.54%	56

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

Vantus Wealth's CVX Position: Q2 2026 in Review

Vantus Wealth opened a new position in Chevron (CVX) in Q2 2026: 4,984 shares worth $826K. The stake represents 0.44% of the portfolio and ranks #60 among its holdings. This is a return to the name: Vantus Wealth previously reported a position in CVX as recently as Q4 2025.

Vantus Wealth first reported a position in CVX in Q4 2025 and has held it in 2 quarters since. 4,117 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Vantus Wealth held 4,984 shares of Chevron worth $826K as of Q2 2026.
Chevron was a new Vantus Wealth position in Q2 2026.
Chevron made up 0.44% of Vantus Wealth's portfolio in Q2 2026, its #60 holding.
Vantus Wealth first reported a position in Chevron in Q4 2025 and has held it in 2 quarters since.
4,117 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Vantus Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.