AF
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Affiance Financial’s Chevron CVX Stock Holding History

Affiance 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 		$250K Hold
1,505
– – 0.04% 101
2026
Q1 		$311K Buy
1,505
+34
+2% +$6.2K 0.05% 92
2025
Q4 		$224K Sell
1,471
-123
-8% -$18.7K 0.04% 103
2025
Q3 		$248K Buy
1,594
+123
+8% +$19K 0.05% 97
2025
Q2 		$211K Buy
1,471
+59
+4% +$8.32K 0.04% 99
2025
Q1 		$236K Hold
1,412
– – 0.06% 94
2024
Q4 		$205K Buy
+1,412
New +$216K 0.05% 103
2023
Q1 		– Sell
-1,149
Closed -$206K – 167
2022
Q4 		$206K Buy
+1,149
New +$201K 0.08% 97
2020
Q1 		– Sell
-3,179
Closed -$383K – 134
2019
Q4 		$383K Sell
3,179
-250
-7% -$29.4K 0.21% 64
2019
Q3 		$407K Buy
3,429
+1,128
+49% +$137K 0.25% 61
2019
Q2 		$286K Buy
2,301
+500
+28% +$60.5K 0.17% 79
2019
Q1 		$222K Sell
1,801
-64
-3% -$7.57K 0.14% 85
2018
Q4 		$203K Hold
1,865
– – 0.13% 90
2018
Q3 		$228K Sell
1,865
-1,390
-43% -$169K 0.15% 81
2018
Q2 		$412K Buy
3,255
+1,390
+75% +$173K 0.32% 56
2018
Q1 		$213K Sell
1,865
-283
-13% -$33.8K 0.19% 75
2017
Q4 		$269K Buy
2,148
+180
+9% +$21.3K 0.2% 67
2017
Q3 		$231K Hold
1,968
– – 0.19% 72
2017
Q2 		$205K Sell
1,968
-50
-2% -$5.3K 0.16% 71
2017
Q1 		$217K Buy
2,018
+283
+16% +$31.7K 0.17% 73
2016
Q4 		$204K Buy
+1,735
New +$189K 0.16% 83

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Affiance Financial's CVX Position: Q2 2026 in Review

Affiance Financial held its Chevron (CVX) position steady in Q2 2026 at 1,505 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #101.

Affiance Financial first reported a position in CVX in Q4 2016 and has held it in 21 quarters since. The position peaked at $412K in Q2 2018. 2,007 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Affiance Financial held 1,505 shares of Chevron worth $250K as of Q2 2026.
  • Affiance Financial left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.04% of Affiance Financial's portfolio in Q2 2026, its #101 holding.
  • Affiance Financial first reported a position in Chevron in Q4 2016 and has held it in 21 quarters since.
  • Affiance Financial's Chevron position peaked at $412K in Q2 2018.
  • 2,007 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.