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Access Financial Services’s Chevron CVX Stock Holding History

Access Financial Services’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 		$753K Sell
4,540
-45
-1% -$8.38K 0.25% 56
2026
Q1 		$949K Sell
4,585
-50
-1% -$9.12K 0.34% 52
2025
Q4 		$706K Sell
4,635
-19
-0.4% -$2.89K 0.26% 61
2025
Q3 		$723K Sell
4,654
-4,331
-48% -$671K 0.26% 62
2025
Q2 		$1.29M Buy
8,985
+200
+2% +$28.2K 0.49% 44
2025
Q1 		$1.47M Sell
8,785
-813
-8% -$127K 0.59% 41
2024
Q4 		$1.39M Sell
9,598
-437
-4% -$66.9K 0.62% 41
2024
Q3 		$1.48M Buy
10,035
+309
+3% +$46K 0.68% 39
2024
Q2 		$1.52M Sell
9,726
-1,872
-16% -$299K 0.69% 36
2024
Q1 		$1.83M Buy
11,598
+1,823
+19% +$275K 0.82% 21
2023
Q4 		$1.46M Buy
9,775
+136
+1% +$20.6K 0.75% 38
2023
Q3 		$1.63M Buy
9,639
+386
+4% +$62.3K 0.97% 22
2023
Q2 		$1.46M Buy
9,253
+329
+4% +$52.7K 0.85% 37
2023
Q1 		$1.46M Buy
8,924
+1,729
+24% +$290K 0.89% 30
2022
Q4 		$1.29M Sell
7,195
-544
-7% -$94.9K 0.79% 36
2022
Q3 		$1.11M Sell
7,739
-70
-0.9% -$10.7K 0.72% 41
2022
Q2 		$1.13M Sell
7,809
-899
-10% -$149K 0.65% 48
2022
Q1 		$1.42M Sell
8,708
-2,806
-24% -$402K 0.67% 49
2021
Q4 		$1.35M Sell
11,514
-306
-3% -$34.8K 0.61% 54
2021
Q3 		$1.2M Sell
11,820
-1,275
-10% -$127K 0.54% 60
2021
Q2 		$1.37M Buy
13,095
+1,260
+11% +$133K 0.64% 59
2021
Q1 		$1.24M Buy
+11,835
New +$1.16M 0.58% 57
2020
Q1 		– Sell
-3,886
Closed -$468K – 63
2019
Q4 		$468K Sell
3,886
-456
-11% -$53.7K 0.27% 61
2019
Q3 		$515K Sell
4,342
-70
-2% -$8.5K 0.37% 54
2019
Q2 		$549K Buy
4,412
+1,094
+33% +$132K 0.42% 52
2019
Q1 		$409K Hold
3,318
– – 0.32% 56
2018
Q4 		$361K Buy
+3,318
New +$384K 0.32% 57

Other funds holding CVX

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Access Financial Services's CVX Position: Q2 2026 in Review

Access Financial Services reduced its Chevron (CVX) stake by 0.98% in Q2 2026, selling an estimated $8.38K and leaving 4,540 shares worth $753K. The position accounts for 0.25% of the portfolio, ranked #56.

Access Financial Services first reported a position in CVX in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.83M in Q1 2024. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Access Financial Services held 4,540 shares of Chevron worth $753K as of Q2 2026.
  • Access Financial Services sold 45 Chevron shares in Q2 2026, an estimated $8.38K.
  • Chevron made up 0.25% of Access Financial Services's portfolio in Q2 2026, its #56 holding.
  • Access Financial Services first reported a position in Chevron in Q4 2018 and has held it in 27 quarters since.
  • Access Financial Services's Chevron position peaked at $1.83M in Q1 2024.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.