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von Borstel & Associates’s Chevron CVX Stock Holding History

von Borstel & Associates’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 		$910K Buy
5,490
+27
+0.5% +$5.03K 0.19% 21
2026
Q1 		$1.13M Buy
5,463
+50
+0.9% +$9.12K 0.26% 17
2025
Q4 		$824K Sell
5,413
-3,893
-42% -$593K 0.19% 19
2025
Q3 		$1.45M Buy
9,306
+3,961
+74% +$613K 0.22% 52
2025
Q2 		$807K Sell
5,345
-910
-15% -$128K 0.21% 17
2025
Q1 		$1.05M Sell
6,255
-352
-5% -$55.1K 0.31% 14
2024
Q4 		$957K Buy
6,607
+331
+5% +$50.7K 0.37% 16
2024
Q3 		$924K Buy
+6,276
New +$934K 0.52% 16

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

von Borstel & Associates's CVX Position: Q2 2026 in Review

von Borstel & Associates increased its Chevron (CVX) stake by 0.49% in Q2 2026, buying an estimated $5.03K and bringing the position to 5,490 shares worth $910K. The position accounts for 0.19% of the portfolio, ranked #21.

von Borstel & Associates first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.45M in Q3 2025. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • von Borstel & Associates held 5,490 shares of Chevron worth $910K as of Q2 2026.
  • von Borstel & Associates bought 27 Chevron shares in Q2 2026, an estimated $5.03K.
  • Chevron made up 0.19% of von Borstel & Associates's portfolio in Q2 2026, its #21 holding.
  • von Borstel & Associates first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
  • von Borstel & Associates's Chevron position peaked at $1.45M in Q3 2025.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on von Borstel & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.