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Benedict Financial Advisors’s Chevron CVX Stock Holding History

Benedict Financial Advisors’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 		$4.96M Sell
29,935
-62
-0.2% -$11.5K 0.96% 28
2026
Q1 		$6.21M Sell
29,997
-86
-0.3% -$15.7K 1.29% 23
2025
Q4 		$4.58M Buy
30,083
+1,039
+4% +$158K 0.97% 32
2025
Q3 		$4.51M Buy
29,044
+205
+0.7% +$31.7K 0.98% 34
2025
Q2 		$4.13M Buy
28,839
+496
+2% +$69.9K 0.94% 37
2025
Q1 		$4.74M Buy
28,343
+850
+3% +$133K 1.1% 30
2024
Q4 		$3.98M Buy
27,493
+142
+0.5% +$21.7K 0.97% 35
2024
Q3 		$4.03M Buy
27,351
+24
+0.1% +$3.57K 0.95% 36
2024
Q2 		$4.27M Buy
27,327
+24
+0.1% +$3.83K 1.08% 30
2024
Q1 		$4.31M Sell
27,303
-180
-0.7% -$27.2K 1.09% 31
2023
Q4 		$4.1M Buy
27,483
+110
+0.4% +$16.6K 1.12% 28
2023
Q3 		$4.62M Buy
27,373
+102
+0.4% +$16.5K 1.33% 24
2023
Q2 		$4.29M Buy
27,271
+136
+0.5% +$21.8K 1.18% 27
2023
Q1 		$4.43M Sell
27,135
-446
-2% -$74.8K 1.25% 28
2022
Q4 		$4.95M Buy
27,581
+121
+0.4% +$21.1K 1.47% 22
2022
Q3 		$3.94M Buy
27,460
+207
+0.8% +$31.6K 1.26% 29
2022
Q2 		$3.95M Sell
27,253
-810
-3% -$134K 1.17% 34
2022
Q1 		$4.57M Sell
28,063
-500
-2% -$71.7K 1.22% 28
2021
Q4 		$3.35M Sell
28,563
-93
-0.3% -$10.6K 0.87% 48
2021
Q3 		$2.91M Sell
28,656
-416
-1% -$41.5K 0.81% 49
2021
Q2 		$3.04M Buy
29,072
+21
+0.1% +$2.22K 0.85% 44
2021
Q1 		$3.04M Buy
29,051
+284
+1% +$27.7K 0.88% 45
2020
Q4 		$2.43M Sell
28,767
-413
-1% -$33.4K 0.87% 43
2020
Q3 		$2.1M Buy
29,180
+305
+1% +$25.7K 0.81% 45
2020
Q2 		$2.58M Buy
28,875
+288
+1% +$25.8K 1.06% 36
2020
Q1 		$2.07M Buy
28,587
+424
+2% +$41.9K 0.98% 40
2019
Q4 		$3.39M Sell
28,163
-292
-1% -$34.4K 1.32% 29
2019
Q3 		$3.38M Buy
28,455
+677
+2% +$82.2K 1.38% 28
2019
Q2 		$3.46M Sell
27,778
-138
-0.5% -$16.7K 1.44% 26
2019
Q1 		$3.44M Sell
27,916
-431
-2% -$51K 1.49% 23
2018
Q4 		$3.08M Sell
28,347
-324
-1% -$37.5K 1.52% 24
2018
Q3 		$3.51M Sell
28,671
-396
-1% -$48K 1.57% 21
2018
Q2 		$3.67M Sell
29,067
-234
-0.8% -$29K 1.82% 16
2018
Q1 		$3.34M Sell
29,301
-855
-3% -$102K 1.68% 16
2017
Q4 		$3.77M Sell
30,156
-260
-0.9% -$30.8K 1.82% 18
2017
Q3 		$3.57M Sell
30,416
-297
-1% -$32.4K 1.84% 17
2017
Q2 		$3.17M Buy
30,713
+401
+1% +$42.5K 1.65% 18
2017
Q1 		$3.25M Sell
30,312
-113
-0.4% -$12.7K 1.77% 17
2016
Q4 		$3.58M Sell
30,425
-172
-0.6% -$18.7K 2.07% 15
2016
Q3 		$3.13M Buy
30,597
+333
+1% +$34K 1.83% 18
2016
Q2 		$3.15M Buy
30,264
+149
+0.5% +$15K 1.85% 18
2016
Q1 		$2.87M Sell
30,115
-140
-0.5% -$12.2K 1.75% 22
2015
Q4 		$2.72M Buy
30,255
+442
+1% +$39.9K 1.73% 24
2015
Q3 		$2.35M Buy
29,813
+2,260
+8% +$190K 1.63% 24
2015
Q2 		$2.56M Buy
27,553
+1,473
+6% +$155K 1.67% 24
2015
Q1 		$2.78M Buy
26,080
+1,372
+6% +$146K 1.78% 21
2014
Q4 		$2.71M Buy
+24,708
New +$2.81M 1.77% 20

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Benedict Financial Advisors's CVX Position: Q2 2026 in Review

Benedict Financial Advisors reduced its Chevron (CVX) stake by 0.21% in Q2 2026, selling an estimated $11.5K and leaving 29,935 shares worth $4.96M. The position accounts for 0.96% of the portfolio, ranked #28.

Benedict Financial Advisors first reported a position in CVX in Q4 2014 and has held it in 47 quarters since. The position peaked at $6.21M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Benedict Financial Advisors held 29,935 shares of Chevron worth $4.96M as of Q2 2026.
  • Benedict Financial Advisors sold 62 Chevron shares in Q2 2026, an estimated $11.5K.
  • Chevron made up 0.96% of Benedict Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • Benedict Financial Advisors first reported a position in Chevron in Q4 2014 and has held it in 47 quarters since.
  • Benedict Financial Advisors's Chevron position peaked at $6.21M in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.