Wellington Group’s Chevron CVX Stock Holding History

Wellington Group’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	$988K	Buy	5,963 +1,552	+35%	+$289K	0.26%	68
2026 Q1	$913K	Buy	4,411 +732	+20%	+$133K	0.28%	56
2025 Q4	$561K	Buy	+3,679	New	+$560K	0.19%	76

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

Wellington Group's CVX Position: Q2 2026 in Review

Wellington Group increased its Chevron (CVX) stake by 35% in Q2 2026, buying an estimated $289K and bringing the position to 5,963 shares worth $988K. The position accounts for 0.26% of the portfolio, ranked #68.

Wellington Group first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Wellington Group held 5,963 shares of Chevron worth $988K as of Q2 2026.
Wellington Group bought 1,552 Chevron shares in Q2 2026, an estimated $289K.
Chevron made up 0.26% of Wellington Group's portfolio in Q2 2026, its #68 holding.
Wellington Group first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.