SUCCESSION FINANCIAL, INC.’s Chevron CVX Stock Holding History

SUCCESSION FINANCIAL, INC.’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	$373K	Buy	+2,249	New	+$419K	0.35%	29

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s CVX Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in Chevron (CVX) in Q2 2026: 2,249 shares worth $373K. The stake represents 0.35% of the portfolio and ranks #29 among its holdings.

2,753 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

SUCCESSION FINANCIAL, INC. held 2,249 shares of Chevron worth $373K as of Q2 2026.
Chevron was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
Chevron made up 0.35% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #29 holding.
2,753 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.