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Wallace Capital Management’s Chevron CVX Stock Holding History

Wallace Capital Management’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 		$364K Sell
2,195
-5
-0.2% -$931 0.04% 61
2026
Q1 		$455K Sell
2,200
-65
-3% -$11.9K 0.05% 51
2025
Q4 		$345K Sell
2,265
-1,255
-36% -$191K 0.04% 59
2025
Q3 		$547K Sell
3,520
-3,299
-48% -$511K 0.07% 48
2025
Q2 		$976K Sell
6,819
-1,410
-17% -$199K 0.13% 36
2025
Q1 		$1.38M Hold
8,229
– – 0.18% 33
2024
Q4 		$1.19M Hold
8,229
– – 0.16% 35
2024
Q3 		$1.21M Buy
8,229
+65
+0.8% +$9.68K 0.16% 38
2024
Q2 		$1.28M Hold
8,164
– – 0.19% 36
2024
Q1 		$1.29M Buy
+8,164
New +$1.23M 0.18% 35

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

Wallace Capital Management's CVX Position: Q2 2026 in Review

Wallace Capital Management reduced its Chevron (CVX) stake by 0.23% in Q2 2026, selling an estimated $931 and leaving 2,195 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #61.

Wallace Capital Management first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.38M in Q1 2025. 4,135 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Wallace Capital Management held 2,195 shares of Chevron worth $364K as of Q2 2026.
  • Wallace Capital Management sold 5 Chevron shares in Q2 2026, an estimated $931.
  • Chevron made up 0.04% of Wallace Capital Management's portfolio in Q2 2026, its #61 holding.
  • Wallace Capital Management first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
  • Wallace Capital Management's Chevron position peaked at $1.38M in Q1 2025.
  • 4,135 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wallace Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.