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Eley Financial Management’s Chevron CVX Stock Holding History

Eley Financial Management’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 		$1.26M Buy
7,590
+10
+0.1% +$1.86K 0.41% 49
2026
Q1 		$1.57M Buy
7,580
+195
+3% +$35.6K 0.57% 44
2025
Q4 		$1.13M Buy
7,385
+104
+1% +$15.8K 0.4% 51
2025
Q3 		$1.13M Sell
7,281
-48
-0.7% -$7.43K 0.41% 52
2025
Q2 		$1.05M Buy
7,329
+209
+3% +$29.5K 0.4% 51
2025
Q1 		$1.2M Sell
7,120
-46
-0.6% -$7.2K 0.48% 48
2024
Q4 		$1.04M Buy
7,166
+61
+0.9% +$9.34K 0.4% 53
2024
Q3 		$1.05M Buy
7,105
+41
+0.6% +$6.1K 0.42% 55
2024
Q2 		$1.1M Buy
7,064
+89
+1% +$14.2K 0.47% 50
2024
Q1 		$1.1M Sell
6,975
-28
-0.4% -$4.22K 0.47% 52
2023
Q4 		$1.04M Buy
7,003
+34
+0.5% +$5.14K 0.49% 50
2023
Q3 		$1.19M Sell
6,969
-6
-0.1% -$969 0.61% 44
2023
Q2 		$1.1M Sell
6,975
-122
-2% -$19.6K 0.53% 47
2023
Q1 		$1.16M Sell
7,097
-146
-2% -$24.5K 0.6% 46
2022
Q4 		$1.3M Buy
+7,243
New +$1.26M 0.7% 45

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Eley Financial Management's CVX Position: Q2 2026 in Review

Eley Financial Management increased its Chevron (CVX) stake by 0.13% in Q2 2026, buying an estimated $1.86K and bringing the position to 7,590 shares worth $1.26M. The position accounts for 0.41% of the portfolio, ranked #49.

Eley Financial Management first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.57M in Q1 2026. 4,137 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Eley Financial Management held 7,590 shares of Chevron worth $1.26M as of Q2 2026.
  • Eley Financial Management bought 10 Chevron shares in Q2 2026, an estimated $1.86K.
  • Chevron made up 0.41% of Eley Financial Management's portfolio in Q2 2026, its #49 holding.
  • Eley Financial Management first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Eley Financial Management's Chevron position peaked at $1.57M in Q1 2026.
  • 4,137 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.