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Vise Technologies’s Chevron CVX Stock Holding History

Vise Technologies’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 		$27.1M Buy
163,690
+96,851
+145% +$18M 0.31% 65
2026
Q1 		$10.2M Hold
66,839
– – 0.2% 89
2025
Q4 		$10.2M Buy
66,839
+25,481
+62% +$3.88M 0.2% 89
2025
Q3 		$6.42M Sell
41,358
-10,809
-21% -$1.67M 0.24% 82
2025
Q2 		$7.47M Buy
+52,167
New +$7.35M 0.31% 64
2024
Q4 		$3.8M Buy
26,259
+9,693
+59% +$1.48M 0.32% 59
2024
Q3 		$2.44M Buy
16,566
+1,536
+10% +$229K 0.31% 72
2024
Q2 		$2.35M Buy
15,030
+4,079
+37% +$650K 0.41% 55
2024
Q1 		$1.73M Buy
10,951
+999
+10% +$151K 0.34% 69
2023
Q4 		$1.48M Sell
9,952
-1,784
-15% -$270K 0.32% 80
2023
Q3 		$1.98M Buy
11,736
+731
+7% +$118K 0.49% 48
2023
Q2 		$1.73M Sell
11,005
-345
-3% -$55.3K 0.42% 53
2023
Q1 		$1.85M Buy
11,350
+2,355
+26% +$395K 0.49% 46
2022
Q4 		$1.61M Buy
8,995
+1,696
+23% +$296K 0.51% 43
2022
Q3 		$1.05M Buy
7,299
+710
+11% +$108K 0.4% 52
2022
Q2 		$954K Buy
6,589
+1,755
+36% +$290K 0.37% 62
2022
Q1 		$787K Buy
+4,834
New +$693K 0.3% 85

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

Vise Technologies's CVX Position: Q2 2026 in Review

Vise Technologies increased its Chevron (CVX) stake by 145% in Q2 2026, buying an estimated $18M and bringing the position to 163,690 shares worth $27.1M. The position accounts for 0.31% of the portfolio, ranked #65.

Vise Technologies first reported a position in CVX in Q1 2022 and has held it in 17 quarters since. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Vise Technologies held 163,690 shares of Chevron worth $27.1M as of Q2 2026.
  • Vise Technologies bought 96,851 Chevron shares in Q2 2026, an estimated $18M.
  • Chevron made up 0.31% of Vise Technologies's portfolio in Q2 2026, its #65 holding.
  • Vise Technologies first reported a position in Chevron in Q1 2022 and has held it in 17 quarters since.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.