What smart money is saying about Chevron Corporation
1 fund in our archive has pitched Chevron Corporation — most recently LRT Capital Management in June 2025.
Chevron Corporation, through its subsidiaries, engages in integrated energy and chemicals operations worldwide. The company operates in two segments, Upstream and Downstream. The Upstream segment is involved in the exploration, development, production, and transportation of crude oil and natural gas; processing, liquefaction, transportation, and regasification associated with liquefied natural gas; transportation of crude oil through pipelines; and transportation, storage, and marketing of natural gas, as well as operates a gas-to-liquids plant. The Downstream segment engages in refining crude oil into petroleum products; marketing crude oil, refined products, and lubricants; manufacturing and marketing of renewable fuels; transporting crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car; and manufacturing and marketing of commodity petrochemicals, plastics for industrial uses, and fuel and lubricant additives. It is also involved in the cash management and debt financing activities; insurance operations; real estate activities; and technology businesses. The company was formerly known as ChevronTexaco Corporation and changed its name to Chevron Corporation in 2005. Chevron Corporation was founded in 1879 and is based in San Ramon, California.
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Position history
Between Q2 2025 and Q3 2026, 9 fund letters reported a position in Chevron Corporation — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
| Q2 2026 | 7 | 0 | 1 | 0 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Fund activity · 9 positions · 1 move
- August 2026
Listed in Guinness Global Energy Fund’s reported holdings.
Chevron Corporation - July 2026
“Our integrated and similar stock exposure (c.53%) is comprised of a mix of mid-cap, mid/large-cap and large-cap stocks. Our five large-caps are Chevron, BP, ExxonMobil, Shell and TotalEnergies.”
Chevron Corporation - HoldsTributary Capital Management All Cap Equity StrategyJune 2026
“Chevron was negatively impacted by a U.S.-Iran memorandum of understanding that reopened tanker traffic through the Strait of Hormuz, easing global oil supply constraints and sending oil prices down 31% during the quarter amid ongoing longer-term negotiations.”
Chevron Corporation - HoldsTributary Capital Management All Cap Plus Equity StrategyJune 2026
“Chevron was negatively impacted by a U.S.-Iran memorandum of understanding that reopened tanker traffic through the Strait of Hormuz, easing global oil supply constraints and sending oil prices down 31% during the quarter amid ongoing longer-term negotiations.”
Chevron Corporation - HoldsGuinnessJune 2026
“our five large-caps are Chevron, BP, ExxonMobil, Shell and TotalEnergies.”
Chevron Corporation - June 2026
“Energy was the other main detractor, with both ConocoPhillips and Chevron declining as easing Middle East tensions and negotiations between the U.S. and Iran resulted in a pullback in crude prices.”
Chevron Corporation - June 2026
“With Strait of Hormuz disruption now entering its fourth month, we take the opportunity to provide detailed answers to important questions that we are receiving from investors about oil price levels, minimum oil inventory operating levels, production recovery scenarios and energy equity valuations. Many see it as surprising that, since the start of the conflict, energy equities have underperformed global equities and that, for example, the shares of US super majors Exxon and Chevron have declined.”
Chevron Corporation - HoldsAve Maria FundsJune 2026
Listed in Ave Maria Funds’s reported holdings.
Chevron Corporation - ExitedBCV Asset Management Antares Total Return StrategiesJune 2026
“We used this opportunity to right size our commodity exposure, trimming our position in Suncor and exiting our position in Chevron.”
Chevron Corporation
Also mentioned · 2
These funds discuss Chevron Corporation — as a competitor, benchmark or comparable — without disclosing a position in it.
- June 2026
“Portfolio Highlights The ClearBridge Dividend Strategy underperformed its S&P 500 Index benchmark during the second quarter. On an absolute basis, the Strategy saw positive contributions from nine of 11 sectors: the IT and financials sectors were the main contributors, while the energy and utilities sectors detracted. On a relative basis, stock selection and sector allocation detracted. In particular, an underweight to IT and overweights to energy, materials, consumer staples and financials detracted; stock selection in industrials, IT and communication services also weighed on relative results. Conversely, stock selection in energy, consumer staples and materials along with an underweight to consumer discretionary proved beneficial. On an individual stock basis, the main positive contributors to relative returns were Texas Instruments, CVS Health, Taiwan Semiconductor Manufacturing and not owning Netflix and Chevron.”
Chevron Corporation - MentionedTributary Capital Management Equity Income StrategyJune 2026
“Chevron was negatively impacted by falling oil prices as progress was made to resolve the conflict in the Middle East.”
Chevron Corporation
Fund coverage · 1 thesis
- LRT Capital ManagementJune 2025
Chevron Corporation is a premier integrated energy company known for its high-quality assets, capital discipline, and commitment to shareholder value.
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