Vontobel Holding’s Chevron CVX Stock Holding History

Vontobel Holding’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	$1.66M	Buy	+10,000	New	+$1.86M	0.01%	677
2025 Q3	–	Sell	-10,000	Closed	-$1.43M	–	1366
2025 Q2	$1.43M	Buy	+10,000	New	+$1.41M	﹤0.01%	584

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

Vontobel Holding's CVX Position: Q2 2026 in Review

Vontobel Holding increased its Chevron (CVX) stake by 58% in Q2 2026, buying an estimated $15.7M and bringing the position to 231,694 shares worth $38.4M. The position accounts for 0.12% of the portfolio, ranked #162.

Vontobel Holding first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. 4,135 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Vontobel Holding held 231,694 shares of Chevron worth $38.4M as of Q2 2026.
Vontobel Holding bought 84,588 Chevron shares in Q2 2026, an estimated $15.7M.
Chevron made up 0.12% of Vontobel Holding's portfolio in Q2 2026, its #162 holding.
Vontobel Holding first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
4,135 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.