CFS
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CGC Financial Services’s Chevron CVX Stock Holding History

CGC 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 		$335K Sell
2,023
-39
-2% -$7.26K 0.08% 52
2026
Q1 		$427K Buy
2,062
+2
+0.1% +$365 0.12% 39
2025
Q4 		$314K Buy
2,060
+161
+8% +$24.5K 0.08% 48
2025
Q3 		$295K Sell
1,899
-31
-2% -$4.8K 0.08% 47
2025
Q2 		$276K Buy
1,930
+51
+3% +$7.19K 0.09% 45
2025
Q1 		$314K Sell
1,879
-38
-2% -$5.95K 0.12% 36
2024
Q4 		$278K Buy
1,917
+1
+0.1% +$153 0.11% 40
2024
Q3 		$282K Buy
1,916
+2
+0.1% +$298 0.11% 43
2024
Q2 		$299K Buy
1,914
+1
+0.1% +$159 0.13% 37
2024
Q1 		$302K Sell
1,913
-168
-8% -$25.4K 0.16% 37
2023
Q4 		$310K Buy
2,081
+359
+21% +$54.3K 0.14% 42
2023
Q3 		$290K Sell
1,722
-400
-19% -$64.6K 0.2% 34
2023
Q2 		$334K Buy
+2,122
New +$340K 0.22% 32

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

CGC Financial Services reduced its Chevron (CVX) stake by 1.9% in Q2 2026, selling an estimated $7.26K and leaving 2,023 shares worth $335K. The position accounts for 0.08% of the portfolio, ranked #52.

CGC Financial Services first reported a position in CVX in Q2 2023 and has held it in 13 quarters since. The position peaked at $427K in Q1 2026. 2,433 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • CGC Financial Services held 2,023 shares of Chevron worth $335K as of Q2 2026.
  • CGC Financial Services sold 39 Chevron shares in Q2 2026, an estimated $7.26K.
  • Chevron made up 0.08% of CGC Financial Services's portfolio in Q2 2026, its #52 holding.
  • CGC Financial Services first reported a position in Chevron in Q2 2023 and has held it in 13 quarters since.
  • CGC Financial Services's Chevron position peaked at $427K in Q1 2026.
  • 2,433 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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