VAMG
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Voisard Asset Management Group’s Chevron CVX Stock Holding History

Voisard Asset Management Group’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 		$403K Buy
2,430
+100
+4% +$18.6K 0.08% 75
2026
Q1 		$482K Buy
2,330
+283
+14% +$51.6K 0.1% 67
2025
Q4 		$312K Buy
2,047
+60
+3% +$9.14K 0.07% 78
2025
Q3 		$309K Buy
1,987
+71
+4% +$11K 0.07% 75
2025
Q2 		$274K Buy
1,916
+56
+3% +$7.89K 0.07% 76
2025
Q1 		$311K Buy
1,860
+3
+0.2% +$470 0.09% 66
2024
Q4 		$269K Buy
1,857
+7
+0.4% +$1.07K 0.09% 68
2024
Q3 		$272K Buy
1,850
+196
+12% +$29.2K 0.11% 66
2024
Q2 		$259K Buy
1,654
+600
+57% +$95.7K 0.13% 48
2024
Q1 		$166K Hold
1,054
– – 0.09% 60
2023
Q4 		$157K Buy
+1,054
New +$159K 0.09% 60

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Voisard Asset Management Group's CVX Position: Q2 2026 in Review

Voisard Asset Management Group increased its Chevron (CVX) stake by 4.3% in Q2 2026, buying an estimated $18.6K and bringing the position to 2,430 shares worth $403K. The position accounts for 0.08% of the portfolio, ranked #75.

Voisard Asset Management Group first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $482K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Voisard Asset Management Group held 2,430 shares of Chevron worth $403K as of Q2 2026.
  • Voisard Asset Management Group bought 100 Chevron shares in Q2 2026, an estimated $18.6K.
  • Chevron made up 0.08% of Voisard Asset Management Group's portfolio in Q2 2026, its #75 holding.
  • Voisard Asset Management Group first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Voisard Asset Management Group's Chevron position peaked at $482K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.