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Apollon Financial’s Chevron CVX Stock Holding History

Apollon 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 		$705K Buy
4,256
+55
+1% +$10.2K 0.08% 165
2026
Q1 		$869K Buy
4,201
+126
+3% +$23K 0.12% 137
2025
Q4 		$621K Buy
4,075
+909
+29% +$138K 0.09% 153
2025
Q3 		$492K Buy
3,166
+283
+10% +$43.8K 0.08% 155
2025
Q2 		$413K Buy
2,883
+63
+2% +$8.88K 0.09% 159
2025
Q1 		$472K Buy
2,820
+4
+0.1% +$626 0.11% 130
2024
Q4 		$408K Buy
2,816
+155
+6% +$23.7K 0.1% 131
2024
Q3 		$392K Buy
2,661
+44
+2% +$6.55K 0.12% 113
2024
Q2 		$409K Buy
2,617
+1
+0% +$159 0.13% 97
2024
Q1 		$413K Sell
2,616
-23
-0.9% -$3.47K 0.14% 98
2023
Q4 		$394K Buy
+2,639
New +$399K 0.16% 97

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

Apollon Financial's CVX Position: Q2 2026 in Review

Apollon Financial increased its Chevron (CVX) stake by 1.3% in Q2 2026, buying an estimated $10.2K and bringing the position to 4,256 shares worth $705K. The position accounts for 0.08% of the portfolio, ranked #165.

Apollon Financial first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $869K in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Apollon Financial held 4,256 shares of Chevron worth $705K as of Q2 2026.
  • Apollon Financial bought 55 Chevron shares in Q2 2026, an estimated $10.2K.
  • Chevron made up 0.08% of Apollon Financial's portfolio in Q2 2026, its #165 holding.
  • Apollon Financial first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Apollon Financial's Chevron position peaked at $869K in Q1 2026.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.