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Ehrlich Financial Group’s Chevron CVX Stock Holding History

Ehrlich 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 		$209K Buy
1,263
+10
+0.8% +$1.86K 0.11% 116
2026
Q1 		$259K Buy
+1,253
New +$228K 0.15% 98
2025
Q2 		– Sell
-1,263
Closed -$211K – 111
2025
Q1 		$211K Buy
+1,263
New +$198K 0.15% 96

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Ehrlich Financial Group increased its Chevron (CVX) stake by 0.8% in Q2 2026, buying an estimated $1.86K and bringing the position to 1,263 shares worth $209K. The position accounts for 0.11% of the portfolio, ranked #116.

Ehrlich Financial Group first reported a position in CVX in Q1 2025 and has held it in 3 quarters since. The position peaked at $259K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Ehrlich Financial Group held 1,263 shares of Chevron worth $209K as of Q2 2026.
  • Ehrlich Financial Group bought 10 Chevron shares in Q2 2026, an estimated $1.86K.
  • Chevron made up 0.11% of Ehrlich Financial Group's portfolio in Q2 2026, its #116 holding.
  • Ehrlich Financial Group first reported a position in Chevron in Q1 2025 and has held it in 3 quarters since.
  • Ehrlich Financial Group's Chevron position peaked at $259K in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.