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Chapman Financial Group’s Chevron CVX Stock Holding History

Chapman 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 		$996K Sell
6,010
-150
-2% -$27.9K 0.66% 45
2026
Q1 		$1.27M Buy
6,160
+12
+0.2% +$2.19K 0.91% 30
2025
Q4 		$937K Sell
6,148
-362
-6% -$55.1K 0.64% 46
2025
Q3 		$1.01M Sell
6,510
-725
-10% -$112K 0.7% 41
2025
Q2 		$1.04M Buy
+7,235
New +$1.02M 0.88% 36
2024
Q4 		$1.03M Buy
+7,116
New +$1.09M 0.82% 38

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

Chapman Financial Group reduced its Chevron (CVX) stake by 2.4% in Q2 2026, selling an estimated $27.9K and leaving 6,010 shares worth $996K. The position accounts for 0.66% of the portfolio, ranked #45.

Chapman Financial Group first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.27M in Q1 2026. 2,640 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Chapman Financial Group held 6,010 shares of Chevron worth $996K as of Q2 2026.
  • Chapman Financial Group sold 150 Chevron shares in Q2 2026, an estimated $27.9K.
  • Chevron made up 0.66% of Chapman Financial Group's portfolio in Q2 2026, its #45 holding.
  • Chapman Financial Group first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's Chevron position peaked at $1.27M in Q1 2026.
  • 2,640 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.