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Dixon Fnancial Services’s Chevron CVX Stock Holding History

Dixon Fnancial 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 		$995K Buy
6,003
+104
+2% +$19.4K 0.4% 20
2026
Q1 		$1.22M Sell
5,899
-121
-2% -$22.1K 0.55% 15
2025
Q4 		$918K Buy
6,020
+5
+0.1% +$762 0.41% 20
2025
Q3 		$934K Sell
6,015
-403
-6% -$62.4K 0.43% 19
2025
Q2 		$919K Buy
6,418
+6
+0.1% +$846 0.46% 16
2025
Q1 		$1.07M Sell
6,412
-361
-5% -$56.5K 0.58% 16
2024
Q4 		$981K Sell
6,773
-367
-5% -$56.2K 0.53% 15
2024
Q3 		$1.05M Buy
7,140
+6
+0.1% +$893 0.56% 15
2024
Q2 		$1.12M Buy
7,134
+4
+0.1% +$638 0.63% 14
2024
Q1 		$1.12M Buy
7,130
+5
+0.1% +$755 0.62% 15
2023
Q4 		$1.06M Sell
7,125
-95
-1% -$14.4K 0.65% 11
2023
Q3 		$1.22M Buy
7,220
+128
+2% +$20.7K 0.82% 10
2023
Q2 		$1.12M Buy
7,092
+1,274
+22% +$204K 0.73% 11
2023
Q1 		$949K Sell
5,818
-88
-1% -$14.8K 0.64% 11
2022
Q4 		$1.06M Sell
5,906
-796
-12% -$139K 0.75% 10
2022
Q3 		$963K Buy
6,702
+213
+3% +$32.5K 0.76% 10
2022
Q2 		$940K Sell
6,489
-573
-8% -$94.7K 0.69% 10
2022
Q1 		$1.15M Sell
7,062
-7,314
-51% -$1.05M 0.88% 9
2021
Q4 		$1.69M Buy
+14,376
New +$1.63M 1.23% 9

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

Dixon Fnancial Services's CVX Position: Q2 2026 in Review

Dixon Fnancial Services increased its Chevron (CVX) stake by 1.8% in Q2 2026, buying an estimated $19.4K and bringing the position to 6,003 shares worth $995K. The position accounts for 0.4% of the portfolio, ranked #20.

Dixon Fnancial Services first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.69M in Q4 2021. 2,617 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Dixon Fnancial Services held 6,003 shares of Chevron worth $995K as of Q2 2026.
  • Dixon Fnancial Services bought 104 Chevron shares in Q2 2026, an estimated $19.4K.
  • Chevron made up 0.4% of Dixon Fnancial Services's portfolio in Q2 2026, its #20 holding.
  • Dixon Fnancial Services first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Dixon Fnancial Services's Chevron position peaked at $1.69M in Q4 2021.
  • 2,617 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Dixon Fnancial Services's 13F filing for Q2 2026, filed 14 Jul 2026.