Burkett Financial Services’s Chevron CVX Stock Holding History

Burkett Financial Services’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	$102K	Buy	617 +6	+1%	+$1.12K	0.03%	71
2026 Q1	$127K	Buy	611 +102	+20%	+$18.6K	0.04%	63
2025 Q4	$77.6K	Buy	509 +5	+1%	+$762	0.03%	79
2025 Q3	$78.3K	Buy	504 +94	+23%	+$14.6K	0.03%	83
2025 Q2	$58.7K	Sell	410 -68	-14%	-$9.59K	0.02%	88
2025 Q1	$80K	Buy	478 +5	+1%	+$783	0.03%	73
2024 Q4	$68.6K	Buy	473 +4	+0.9%	+$612	0.03%	74
2024 Q3	$69K	Buy	469 +6	+1%	+$893	0.03%	71
2024 Q2	$72.5K	Buy	463 +4	+0.9%	+$638	0.04%	64
2024 Q1	$72.3K	Buy	459 +5	+1%	+$755	0.04%	71
2023 Q4	$67.7K	Buy	+454	New	+$68.7K	0.04%	76

Other funds holding CVX

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Burkett Financial Services's CVX Position: Q2 2026 in Review

Burkett Financial Services increased its Chevron (CVX) stake by 0.98% in Q2 2026, buying an estimated $1.12K and bringing the position to 617 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #71.

Burkett Financial Services first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $127K in Q1 2026. 2,362 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Burkett Financial Services held 617 shares of Chevron worth $102K as of Q2 2026.
Burkett Financial Services bought 6 Chevron shares in Q2 2026, an estimated $1.12K.
Chevron made up 0.03% of Burkett Financial Services's portfolio in Q2 2026, its #71 holding.
Burkett Financial Services first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Chevron position peaked at $127K in Q1 2026.
2,362 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.