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ASL Financial’s Chevron CVX Stock Holding History

ASL 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 		$1.07M Hold
6,447
– – 0.75% 25
2026
Q1 		$1.33M Hold
6,447
– – 1.07% 19
2025
Q4 		$983K Buy
+6,447
New +$982K 0.77% 24

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

ASL Financial's CVX Position: Q2 2026 in Review

ASL Financial held its Chevron (CVX) position steady in Q2 2026 at 6,447 shares worth $1.07M. The position accounts for 0.75% of the portfolio, ranked #25.

ASL Financial first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.33M in Q1 2026. 2,617 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • ASL Financial held 6,447 shares of Chevron worth $1.07M as of Q2 2026.
  • ASL Financial left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.75% of ASL Financial's portfolio in Q2 2026, its #25 holding.
  • ASL Financial first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • ASL Financial's Chevron position peaked at $1.33M in Q1 2026.
  • 2,617 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on ASL Financial's 13F filing for Q2 2026, filed 21 Jul 2026.