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Albion Financial Group’s Chevron CVX Stock Holding History

Albion 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 		$3.75M Buy
22,608
+911
+4% +$170K 0.22% 73
2026
Q1 		$4.49M Buy
21,697
+26
+0.1% +$4.74K 0.29% 66
2025
Q4 		$3.3M Sell
21,671
-3,598
-14% -$548K 0.21% 71
2025
Q3 		$3.92M Buy
25,269
+1,499
+6% +$232K 0.24% 70
2025
Q2 		$3.4M Sell
23,770
-23
-0.1% -$3.24K 0.22% 73
2025
Q1 		$3.98M Buy
23,793
+1,680
+8% +$263K 0.28% 72
2024
Q4 		$3.2M Buy
22,113
+85
+0.4% +$13K 0.22% 74
2024
Q3 		$3.24M Buy
22,028
+1,060
+5% +$158K 0.23% 74
2024
Q2 		$3.28M Buy
20,968
+793
+4% +$126K 0.25% 68
2024
Q1 		$3.18M Buy
20,175
+1,047
+5% +$158K 0.25% 70
2023
Q4 		$2.85M Sell
19,128
-728
-4% -$110K 0.24% 69
2023
Q3 		$3.35M Buy
19,856
+1,626
+9% +$263K 0.31% 64
2023
Q2 		$2.87M Buy
18,230
+1,101
+6% +$177K 0.25% 67
2023
Q1 		$2.79M Sell
17,129
-424
-2% -$71.1K 0.26% 68
2022
Q4 		$3.15M Buy
17,553
+105
+0.6% +$18.3K 0.3% 64
2022
Q3 		$2.51M Sell
17,448
-8
-0% -$1.22K 0.26% 72
2022
Q2 		$2.53M Sell
17,456
-139
-0.8% -$23K 0.25% 71
2022
Q1 		$2.87M Sell
17,595
-2,598
-13% -$373K 0.24% 70
2021
Q4 		$2.37M Buy
20,193
+2,262
+13% +$257K 0.19% 80
2021
Q3 		$1.82M Buy
17,931
+3,841
+27% +$383K 0.16% 90
2021
Q2 		$1.48M Buy
+14,090
New +$1.49M 0.13% 101
2020
Q4 		$479K Buy
5,670
+2,874
+103% +$233K 0.05% 143
2020
Q3 		$201K Buy
+2,796
New +$235K 0.02% 214

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

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

Albion Financial Group increased its Chevron (CVX) stake by 4.2% in Q2 2026, buying an estimated $170K and bringing the position to 22,608 shares worth $3.75M. The position accounts for 0.22% of the portfolio, ranked #73.

Albion Financial Group first reported a position in CVX in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.49M in Q1 2026. 2,569 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Albion Financial Group held 22,608 shares of Chevron worth $3.75M as of Q2 2026.
  • Albion Financial Group bought 911 Chevron shares in Q2 2026, an estimated $170K.
  • Chevron made up 0.22% of Albion Financial Group's portfolio in Q2 2026, its #73 holding.
  • Albion Financial Group first reported a position in Chevron in Q3 2020 and has held it in 23 quarters since.
  • Albion Financial Group's Chevron position peaked at $4.49M in Q1 2026.
  • 2,569 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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