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Allegheny Financial Group’s Chevron CVX Stock Holding History

Allegheny 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 		$1.19M Buy
7,154
+402
+6% +$74.8K 0.13% 97
2026
Q1 		$1.4M Sell
6,752
-154
-2% -$28.1K 0.19% 77
2025
Q4 		$1.05M Sell
6,906
-292
-4% -$44.5K 0.16% 95
2025
Q3 		$1.12M Sell
7,198
-27
-0.4% -$4.18K 0.21% 86
2025
Q2 		$1.03M Sell
7,225
-521
-7% -$73.4K 0.23% 85
2025
Q1 		$1.3M Buy
7,746
+468
+6% +$73.3K 0.33% 57
2024
Q4 		$1.05M Sell
7,278
-1,552
-18% -$238K 0.27% 70
2024
Q3 		$1.3M Sell
8,830
-262
-3% -$39K 0.32% 60
2024
Q2 		$1.42M Buy
9,092
+451
+5% +$71.9K 0.41% 45
2024
Q1 		$1.36M Sell
8,641
-353
-4% -$53.3K 0.42% 41
2023
Q4 		$1.34M Buy
8,994
+1,221
+16% +$185K 0.43% 41
2023
Q3 		$1.31M Buy
7,773
+3,703
+91% +$598K 0.49% 36
2023
Q2 		$640K Sell
4,070
-3,619
-47% -$580K 0.3% 62
2023
Q1 		$1.25M Buy
7,689
+33
+0.4% +$5.53K 0.51% 36
2022
Q4 		$1.37M Sell
7,656
-8
-0.1% -$1.4K 0.57% 33
2022
Q3 		$1.1M Buy
7,664
+32
+0.4% +$4.88K 0.52% 34
2022
Q2 		$1.1M Buy
7,632
+933
+14% +$154K 0.52% 38
2022
Q1 		$1.09M Sell
6,699
-74
-1% -$10.6K 0.46% 43
2021
Q4 		$795K Buy
6,773
+38
+0.6% +$4.32K 0.32% 60
2021
Q3 		$683K Sell
6,735
-522
-7% -$52.1K 0.31% 60
2021
Q2 		$760K Sell
7,257
-633
-8% -$66.8K 0.34% 52
2021
Q1 		$827K Sell
7,890
-302
-4% -$29.5K 0.61% 29
2020
Q4 		$692K Buy
+8,192
New +$663K 0.37% 51

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

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

Allegheny Financial Group increased its Chevron (CVX) stake by 6% in Q2 2026, buying an estimated $74.8K and bringing the position to 7,154 shares worth $1.19M. The position accounts for 0.13% of the portfolio, ranked #97.

Allegheny Financial Group first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.42M in Q2 2024. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Allegheny Financial Group held 7,154 shares of Chevron worth $1.19M as of Q2 2026.
  • Allegheny Financial Group bought 402 Chevron shares in Q2 2026, an estimated $74.8K.
  • Chevron made up 0.13% of Allegheny Financial Group's portfolio in Q2 2026, its #97 holding.
  • Allegheny Financial Group first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Allegheny Financial Group's Chevron position peaked at $1.42M in Q2 2024.
  • 4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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