Benchmark Financial’s Chevron CVX Stock Holding History

Benchmark 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	–	Sell	-1,000	Closed	-$207K	–	56
2026 Q1	$207K	Buy	+1,000	New	+$182K	0.19%	49

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Benchmark Financial's CVX Position: Q2 2026 in Review

Benchmark Financial sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,000 shares — an estimated $207K sold.

Benchmark Financial first reported a position in CVX in Q1 2026 and held it in 1 quarter. The position peaked at $207K in Q1 2026. 2,753 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Benchmark Financial reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Benchmark Financial sold 1,000 Chevron shares in Q2 2026, an estimated $207K.
Benchmark Financial first reported a position in Chevron in Q1 2026 and held it in 1 quarter.
Benchmark Financial's Chevron position peaked at $207K in Q1 2026.
2,753 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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