WIM
CVX icon

Warwick Investment Management’s Chevron CVX Stock Holding History

Warwick Investment 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 		$1.06M Sell
6,391
-375
-6% -$69.8K 0.12% 65
2026
Q1 		$1.4M Buy
6,766
+303
+5% +$55.3K 0.2% 47
2025
Q4 		$985K Buy
6,463
+3,157
+95% +$481K 0.15% 59
2025
Q3 		$513K Buy
3,306
+407
+14% +$63K 0.09% 77
2025
Q2 		$415K Sell
2,899
-134
-4% -$18.9K 0.08% 73
2025
Q1 		$507K Buy
+3,033
New +$475K 0.11% 65
2024
Q3 		– Sell
-2,996
Closed -$469K – 97
2024
Q2 		$469K Buy
2,996
+127
+4% +$20.3K 0.11% 62
2024
Q1 		$452K Buy
2,869
+531
+23% +$80.1K 0.11% 61
2023
Q4 		$349K Buy
+2,338
New +$354K 0.1% 55
2023
Q1 		– Sell
-1,720
Closed -$309K – 73
2022
Q4 		$309K Buy
1,720
+2
+0.1% +$349 0.13% 67
2022
Q3 		$247K Buy
1,718
+2
+0.1% +$305 0.15% 36
2022
Q2 		$248K Buy
1,716
+2
+0.1% +$331 0.12% 44
2022
Q1 		$279K Buy
+1,714
New +$246K 0.12% 43

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

Warwick Investment Management's CVX Position: Q2 2026 in Review

Warwick Investment Management reduced its Chevron (CVX) stake by 5.5% in Q2 2026, selling an estimated $69.8K and leaving 6,391 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #65.

Warwick Investment Management first reported a position in CVX in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.4M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Warwick Investment Management held 6,391 shares of Chevron worth $1.06M as of Q2 2026.
  • Warwick Investment Management sold 375 Chevron shares in Q2 2026, an estimated $69.8K.
  • Chevron made up 0.12% of Warwick Investment Management's portfolio in Q2 2026, its #65 holding.
  • Warwick Investment Management first reported a position in Chevron in Q1 2022 and has held it in 13 quarters since.
  • Warwick Investment Management's Chevron position peaked at $1.4M in Q1 2026.
  • 4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.