Black Diamond Financial’s Chevron CVX Stock Holding History

Black Diamond 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	$772K	Buy	4,659 +1,380	+42%	+$257K	0.07%	88
2026 Q1	$678K	Sell	3,279 -356	-10%	-$64.9K	0.07%	91
2025 Q4	$554K	Sell	3,635 -821	-18%	-$125K	0.06%	97
2025 Q3	$692K	Buy	4,456 +154	+4%	+$23.9K	0.08%	81
2025 Q2	$616K	Sell	4,302 -97	-2%	-$13.7K	0.1%	79
2025 Q1	$736K	Buy	4,399 +21	+0.5%	+$3.29K	0.11%	71
2024 Q4	$634K	Buy	4,378 +2,452	+127%	+$375K	0.1%	76
2024 Q3	$284K	Buy	1,926 +3	+0.2%	+$447	0.05%	111
2024 Q2	$301K	Buy	+1,923	New	+$307K	0.06%	108
2022 Q2	–	Sell	-1,306	Closed	-$213K	–	120
2022 Q1	$213K	Buy	+1,306	New	+$187K	0.07%	117
2020 Q1	–	Sell	-1,746	Closed	-$210K	–	74
2019 Q4	$210K	Sell	1,746 -495	-22%	-$58.3K	0.15%	62
2019 Q3	$266K	Buy	+2,241	New	+$272K	0.2%	57
2019 Q1	–	Sell	-2,260	Closed	-$246K	–	54
2018 Q4	$246K	Buy	+2,260	New	+$262K	0.19%	57

Other funds holding CVX

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Black Diamond Financial's CVX Position: Q2 2026 in Review

Black Diamond Financial increased its Chevron (CVX) stake by 42% in Q2 2026, buying an estimated $257K and bringing the position to 4,659 shares worth $772K. The position accounts for 0.07% of the portfolio, ranked #88.

Black Diamond Financial first reported a position in CVX in Q4 2018 and has held it in 13 quarters since. 2,549 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Black Diamond Financial held 4,659 shares of Chevron worth $772K as of Q2 2026.
Black Diamond Financial bought 1,380 Chevron shares in Q2 2026, an estimated $257K.
Chevron made up 0.07% of Black Diamond Financial's portfolio in Q2 2026, its #88 holding.
Black Diamond Financial first reported a position in Chevron in Q4 2018 and has held it in 13 quarters since.
2,549 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.