Vident Advisory’s Chevron CVX Stock Holding History

Vident Advisory’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	$14M	Buy	84,603 +10,104	+14%	+$1.88M	0.1%	189
2026 Q1	$15.4M	Buy	74,499 +19,477	+35%	+$3.55M	0.13%	137
2025 Q4	$8.39M	Sell	55,022 -2,696	-5%	-$411K	0.08%	223
2025 Q3	$8.96M	Sell	57,718 -3,636	-6%	-$563K	0.09%	213
2025 Q2	$8.79M	Sell	61,354 -10,312	-14%	-$1.45M	0.1%	180
2025 Q1	$12M	Sell	71,666 -168,535	-70%	-$26.4M	0.18%	110
2024 Q4	$34.8M	Buy	240,201 +119,757	+99%	+$18.3M	0.61%	32
2024 Q3	$17.7M	Buy	120,444 +15,635	+15%	+$2.33M	0.45%	45
2024 Q2	$16.4M	Buy	104,809 +4,493	+4%	+$716K	0.45%	45
2024 Q1	$15.8M	Buy	100,316 +1,363	+1%	+$206K	0.33%	83
2023 Q4	$14.8M	Sell	98,953 -3,395	-3%	-$513K	0.37%	69
2023 Q3	$17.3M	Buy	+102,348	New	+$16.5M	0.53%	35

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Vident Advisory's CVX Position: Q2 2026 in Review

Vident Advisory increased its Chevron (CVX) stake by 14% in Q2 2026, buying an estimated $1.88M and bringing the position to 84,603 shares worth $14M. The position accounts for 0.1% of the portfolio, ranked #189.

Vident Advisory first reported a position in CVX in Q3 2023 and has held it in 12 quarters since. The position peaked at $34.8M in Q4 2024. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Vident Advisory held 84,603 shares of Chevron worth $14M as of Q2 2026.
Vident Advisory bought 10,104 Chevron shares in Q2 2026, an estimated $1.88M.
Chevron made up 0.1% of Vident Advisory's portfolio in Q2 2026, its #189 holding.
Vident Advisory first reported a position in Chevron in Q3 2023 and has held it in 12 quarters since.
Vident Advisory's Chevron position peaked at $34.8M in Q4 2024.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.