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AFG Fiduciary Services’s Chevron CVX Stock Holding History

AFG Fiduciary 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 		– Sell
-1,144
Closed -$228K – 68
2026
Q1 		$228K Buy
+1,144
New +$209K 0.13% 78
2024
Q3 		– Sell
-1,302
Closed -$204K – 79
2024
Q2 		$204K Hold
1,302
– – 0.14% 71
2024
Q1 		$211K Buy
+1,302
New +$196K 0.16% 73
2023
Q4 		– Sell
-1,430
Closed -$235K – 84
2023
Q3 		$235K Sell
1,430
-79
-5% -$12.8K 0.21% 57
2023
Q2 		$232K Buy
1,509
+1
+0.1% +$160 0.17% 64
2023
Q1 		$246K Buy
1,508
+1
+0.1% +$168 0.23% 55
2022
Q4 		$271K Sell
1,507
-142
-9% -$24.8K 0.25% 58
2022
Q3 		$237K Buy
1,649
+24
+1% +$3.66K 0.22% 66
2022
Q2 		$235K Sell
1,625
-180
-10% -$29.8K 0.2% 70
2022
Q1 		$294K Sell
1,805
-89
-5% -$12.8K 0.21% 71
2021
Q4 		$222K Buy
+1,894
New +$215K 0.16% 73

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

AFG Fiduciary Services's CVX Position: Q2 2026 in Review

AFG Fiduciary Services sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,144 shares — an estimated $228K sold.

AFG Fiduciary Services first reported a position in CVX in Q4 2021 and held it in 11 quarters. The position peaked at $294K in Q1 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • AFG Fiduciary Services reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • AFG Fiduciary Services sold 1,144 Chevron shares in Q2 2026, an estimated $228K.
  • AFG Fiduciary Services first reported a position in Chevron in Q4 2021 and held it in 11 quarters.
  • AFG Fiduciary Services's Chevron position peaked at $294K in Q1 2022.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.