ZI
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ZEGA Investments’s Chevron CVX Stock Holding History

ZEGA Investments’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 		$1.21M Sell
7,315
-1,215
-14% -$226K 0.12% 97
2026
Q1 		$1.76M Buy
8,530
+3,113
+57% +$568K 0.2% 60
2025
Q4 		$826K Buy
5,417
+2,894
+115% +$441K 0.1% 109
2025
Q3 		$392K Sell
2,523
-3
-0.1% -$465 0.05% 122
2025
Q2 		$362K Sell
2,526
-248
-9% -$35K 0.05% 114
2025
Q1 		$464K Buy
2,774
+31
+1% +$4.85K 0.07% 99
2024
Q4 		$427K Buy
+2,743
New +$420K 0.11% 82

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ZEGA Investments's CVX Position: Q2 2026 in Review

ZEGA Investments reduced its Chevron (CVX) stake by 14% in Q2 2026, selling an estimated $226K and leaving 7,315 shares worth $1.21M. The position accounts for 0.12% of the portfolio, ranked #97.

ZEGA Investments first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q1 2026. 2,753 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • ZEGA Investments held 7,315 shares of Chevron worth $1.21M as of Q2 2026.
  • ZEGA Investments sold 1,215 Chevron shares in Q2 2026, an estimated $226K.
  • Chevron made up 0.12% of ZEGA Investments's portfolio in Q2 2026, its #97 holding.
  • ZEGA Investments first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • ZEGA Investments's Chevron position peaked at $1.76M in Q1 2026.
  • 2,753 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.