626 Financial’s Chevron CVX Stock Holding History

626 Financial’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	$968K	Sell	5,837 -178	-3%	-$33.1K	0.38%	45
2026 Q1	$1.24M	Buy	6,015 +150	+3%	+$27.4K	0.55%	34
2025 Q4	$894K	Buy	5,865 +12	+0.2%	+$1.83K	0.38%	44
2025 Q3	$909K	Buy	5,853 +12	+0.2%	+$1.86K	0.4%	44
2025 Q2	$836K	Buy	5,841 +11	+0.2%	+$1.55K	0.39%	44
2025 Q1	$975K	Sell	5,830 -76	-1%	-$11.9K	0.5%	37
2024 Q4	$855K	Buy	5,906 +18	+0.3%	+$2.75K	0.46%	42
2024 Q3	$867K	Buy	5,888 +12	+0.2%	+$1.79K	0.48%	42
2024 Q2	$919K	Sell	5,876 -348	-6%	-$55.5K	0.53%	37
2024 Q1	$982K	Buy	6,224 +229	+4%	+$34.6K	0.59%	31
2023 Q4	$894K	Buy	5,995 +132	+2%	+$20K	0.59%	35
2023 Q3	$989K	Buy	5,863 +12	+0.2%	+$1.94K	0.67%	32
2023 Q2	$921K	Buy	5,851 +12	+0.2%	+$1.92K	0.59%	34
2023 Q1	$953K	Sell	5,839 -26	-0.4%	-$4.36K	0.63%	32
2022 Q4	$1.05M	Buy	5,865 +279	+5%	+$48.7K	0.73%	34
2022 Q3	$803K	Buy	5,586 +106	+2%	+$16.2K	0.65%	36
2022 Q2	$794K	Sell	5,480 -198	-3%	-$32.7K	0.6%	37
2022 Q1	$925K	Sell	5,678 -19	-0.3%	-$2.73K	0.59%	35
2021 Q4	$669K	Buy	+5,697	New	+$647K	0.41%	45
2021 Q1	$925K	Buy	+5,678	New	+$554K	0.59%	35

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

626 Financial's CVX Position: Q2 2026 in Review

626 Financial reduced its Chevron (CVX) stake by 3% in Q2 2026, selling an estimated $33.1K and leaving 5,837 shares worth $968K. The position accounts for 0.38% of the portfolio, ranked #45.

626 Financial first reported a position in CVX in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.24M in Q1 2026. 2,605 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

626 Financial held 5,837 shares of Chevron worth $968K as of Q2 2026.
626 Financial sold 178 Chevron shares in Q2 2026, an estimated $33.1K.
Chevron made up 0.38% of 626 Financial's portfolio in Q2 2026, its #45 holding.
626 Financial first reported a position in Chevron in Q1 2021 and has held it in 20 quarters since.
626 Financial's Chevron position peaked at $1.24M in Q1 2026.
2,605 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on 626 Financial's 13F filing for Q2 2026, filed 27 Jul 2026.