Elser Financial Planning’s Chevron CVX Stock Holding History

Elser Financial Planning’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	$392K	Sell	2,365 -2,006	-46%	-$373K	0.02%	86
2026 Q1	$883K	Buy	4,371 +2	+0%	+$365	0.04%	53
2025 Q4	$666K	Buy	4,369 +2,001	+85%	+$305K	0.48%	31
2025 Q3	$363K	Buy	2,368 +31	+1%	+$4.8K	0.44%	41
2025 Q2	$335K	Sell	2,337 -131	-5%	-$18.5K	0.42%	45
2025 Q1	$413K	Buy	2,468 +82	+3%	+$12.8K	0.57%	35
2024 Q4	$346K	Buy	2,386 +48	+2%	+$7.35K	0.02%	74
2024 Q3	$344K	Buy	2,338 +78	+3%	+$11.6K	0.5%	38
2024 Q2	$354K	Buy	+2,260	New	+$360K	0.06%	71

Other funds holding CVX

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Elser Financial Planning's CVX Position: Q2 2026 in Review

Elser Financial Planning reduced its Chevron (CVX) stake by 46% in Q2 2026, selling an estimated $373K and leaving 2,365 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #86.

Elser Financial Planning first reported a position in CVX in Q2 2024 and has held it in 9 quarters since. The position peaked at $883K in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Elser Financial Planning held 2,365 shares of Chevron worth $392K as of Q2 2026.
Elser Financial Planning sold 2,006 Chevron shares in Q2 2026, an estimated $373K.
Chevron made up 0.02% of Elser Financial Planning's portfolio in Q2 2026, its #86 holding.
Elser Financial Planning first reported a position in Chevron in Q2 2024 and has held it in 9 quarters since.
Elser Financial Planning's Chevron position peaked at $883K in Q1 2026.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.