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Cannon Financial Strategists’s Chevron CVX Stock Holding History

Cannon Financial Strategists’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 		$382K Sell
2,302
-3
-0.1% -$558 0.04% 93
2026
Q1 		$477K Buy
2,305
+982
+74% +$179K 0.06% 65
2025
Q4 		$202K Sell
1,323
-12
-0.9% -$1.83K 0.03% 96
2025
Q3 		$207K Buy
+1,335
New +$207K 0.03% 98
2025
Q2 		– Sell
-1,330
Closed -$222K – 101
2025
Q1 		$222K Buy
+1,330
New +$208K 0.04% 91

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cannon Financial Strategists's CVX Position: Q2 2026 in Review

Cannon Financial Strategists reduced its Chevron (CVX) stake by 0.13% in Q2 2026, selling an estimated $558 and leaving 2,302 shares worth $382K. The position accounts for 0.04% of the portfolio, ranked #93.

Cannon Financial Strategists first reported a position in CVX in Q1 2025 and has held it in 5 quarters since. The position peaked at $477K in Q1 2026. 4,138 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cannon Financial Strategists held 2,302 shares of Chevron worth $382K as of Q2 2026.
  • Cannon Financial Strategists sold 3 Chevron shares in Q2 2026, an estimated $558.
  • Chevron made up 0.04% of Cannon Financial Strategists's portfolio in Q2 2026, its #93 holding.
  • Cannon Financial Strategists first reported a position in Chevron in Q1 2025 and has held it in 5 quarters since.
  • Cannon Financial Strategists's Chevron position peaked at $477K in Q1 2026.
  • 4,138 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.