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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cannon Financial Strategists's CVX Position: Q1 2026 in Review

Cannon Financial Strategists increased its Chevron (CVX) stake by 74% in Q1 2026, buying an estimated $179K and bringing the position to 2,305 shares worth $477K. The position accounts for 0.06% of the portfolio, ranked #65.

Cannon Financial Strategists first reported a position in CVX in Q1 2025 and has held it in 4 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Cannon Financial Strategists held 2,305 shares of Chevron worth $477K as of Q1 2026.
  • Cannon Financial Strategists bought 982 Chevron shares in Q1 2026, an estimated $179K.
  • Chevron made up 0.06% of Cannon Financial Strategists's portfolio in Q1 2026, its #65 holding.
  • Cannon Financial Strategists first reported a position in Chevron in Q1 2025 and has held it in 4 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Cannon Financial Strategists's 13F filing for Q1 2026, filed 12 May 2026.