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ABLE Financial Group’s Chevron CVX Stock Holding History

ABLE Financial 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 		$1.6M Buy
9,641
+3,057
+46% +$569K 0.27% 77
2026
Q1 		$1.36M Sell
6,584
-360
-5% -$65.6K 0.27% 71
2025
Q4 		$1.06M Sell
6,944
-1
-0% -$152 0.22% 79
2025
Q3 		$1.08M Buy
6,945
+172
+3% +$26.6K 0.23% 76
2025
Q2 		$970K Buy
6,773
+185
+3% +$26.1K 0.23% 80
2025
Q1 		$1.1M Sell
6,588
-250
-4% -$39.1K 0.31% 61
2024
Q4 		$990K Sell
6,838
-351
-5% -$53.7K 0.29% 64
2024
Q3 		$1.06M Sell
7,189
-297
-4% -$44.2K 0.33% 54
2024
Q2 		$1.17M Sell
7,486
-18
-0.2% -$2.87K 0.42% 46
2024
Q1 		$1.18M Sell
7,504
-90
-1% -$13.6K 0.46% 44
2023
Q4 		$1.13M Sell
7,594
-62
-0.8% -$9.38K 0.49% 42
2023
Q3 		$1.29M Sell
7,656
-598
-7% -$96.6K 0.65% 26
2023
Q2 		$1.3M Buy
8,254
+625
+8% +$100K 0.67% 32
2023
Q1 		$1.24M Buy
+7,629
New +$1.28M 0.81% 31

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
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

ABLE Financial Group's CVX Position: Q2 2026 in Review

ABLE Financial Group increased its Chevron (CVX) stake by 46% in Q2 2026, buying an estimated $569K and bringing the position to 9,641 shares worth $1.6M. The position accounts for 0.27% of the portfolio, ranked #77.

ABLE Financial Group first reported a position in CVX in Q1 2023 and has held it in 14 quarters since. 4,122 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • ABLE Financial Group held 9,641 shares of Chevron worth $1.6M as of Q2 2026.
  • ABLE Financial Group bought 3,057 Chevron shares in Q2 2026, an estimated $569K.
  • Chevron made up 0.27% of ABLE Financial Group's portfolio in Q2 2026, its #77 holding.
  • ABLE Financial Group first reported a position in Chevron in Q1 2023 and has held it in 14 quarters since.
  • 4,122 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.