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Waterloo Capital’s Chevron CVX Stock Holding History

Waterloo Capital’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 		$1.46M Sell
8,787
-1,702
-16% -$317K 0.08% 203
2026
Q1 		$2.17M Buy
10,489
+1,526
+17% +$278K 0.15% 133
2025
Q4 		$1.37M Sell
8,963
-911
-9% -$139K 0.1% 176
2025
Q3 		$1.53M Buy
9,874
+1,876
+23% +$291K 0.11% 164
2025
Q2 		$1.15M Sell
7,998
-398
-5% -$56.1K 0.09% 170
2025
Q1 		$1.4M Buy
8,396
+1,522
+22% +$238K 0.13% 149
2024
Q4 		$996K Buy
6,874
+1,640
+31% +$251K 0.1% 161
2024
Q3 		$771K Sell
5,234
-2,308
-31% -$344K 0.08% 184
2024
Q2 		$1.18M Buy
7,542
+300
+4% +$47.8K 0.14% 138
2024
Q1 		$1.14M Buy
7,242
+964
+15% +$145K 0.15% 134
2023
Q4 		$936K Buy
6,278
+2,982
+90% +$451K 0.15% 143
2023
Q3 		$556K Buy
3,296
+1,431
+77% +$231K 0.16% 95
2023
Q2 		$294K Sell
1,865
-809
-30% -$130K 0.09% 137
2023
Q1 		$436K Buy
+2,674
New +$448K 0.13% 93
2020
Q1 		$224K Buy
+3,091
New +$305K 0.16% 135

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Waterloo Capital's CVX Position: Q2 2026 in Review

Waterloo Capital reduced its Chevron (CVX) stake by 16% in Q2 2026, selling an estimated $317K and leaving 8,787 shares worth $1.46M. The position accounts for 0.08% of the portfolio, ranked #203.

Waterloo Capital first reported a position in CVX in Q1 2020 and has held it in 15 quarters since. The position peaked at $2.17M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Waterloo Capital held 8,787 shares of Chevron worth $1.46M as of Q2 2026.
  • Waterloo Capital sold 1,702 Chevron shares in Q2 2026, an estimated $317K.
  • Chevron made up 0.08% of Waterloo Capital's portfolio in Q2 2026, its #203 holding.
  • Waterloo Capital first reported a position in Chevron in Q1 2020 and has held it in 15 quarters since.
  • Waterloo Capital's Chevron position peaked at $2.17M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.