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Carter Financial Group’s Chevron CVX Stock Holding History

Carter Financial Group’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 		$228K Buy
1,378
+339
+33% +$63.1K 0.12% 117
2026
Q1 		$215K Buy
+1,039
New +$189K 0.13% 111

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

Carter Financial Group's CVX Position: Q2 2026 in Review

Carter Financial Group increased its Chevron (CVX) stake by 33% in Q2 2026, buying an estimated $63.1K and bringing the position to 1,378 shares worth $228K. The position accounts for 0.12% of the portfolio, ranked #117.

Carter Financial Group first reported a position in CVX in Q1 2026 and has held it in 2 quarters since. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Carter Financial Group held 1,378 shares of Chevron worth $228K as of Q2 2026.
  • Carter Financial Group bought 339 Chevron shares in Q2 2026, an estimated $63.1K.
  • Chevron made up 0.12% of Carter Financial Group's portfolio in Q2 2026, its #117 holding.
  • Carter Financial Group first reported a position in Chevron in Q1 2026 and has held it in 2 quarters since.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.