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Embree Financial Group’s Chevron CVX Stock Holding History

Embree 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 		$1.75M Buy
10,533
+322
+3% +$59.9K 0.17% 83
2026
Q1 		$2.11M Buy
10,211
+163
+2% +$29.7K 0.25% 69
2025
Q4 		$1.53M Sell
10,048
-22
-0.2% -$3.35K 0.19% 89
2025
Q3 		$1.56M Sell
10,070
-52
-0.5% -$8.05K 0.21% 86
2025
Q2 		$1.45M Buy
10,122
+202
+2% +$28.5K 0.22% 85
2025
Q1 		$1.66M Buy
9,920
+231
+2% +$36.2K 0.28% 73
2024
Q4 		$1.4M Sell
9,689
-814
-8% -$125K 0.24% 72
2024
Q3 		$1.55M Buy
10,503
+644
+7% +$95.9K 0.28% 65
2024
Q2 		$1.54M Buy
9,859
+331
+3% +$52.8K 0.3% 64
2024
Q1 		$1.5M Buy
9,528
+409
+4% +$61.7K 0.29% 68
2023
Q4 		$1.36M Buy
+9,119
New +$1.38M 0.29% 68

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
HighTower Advisors
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

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

Embree Financial Group increased its Chevron (CVX) stake by 3.2% in Q2 2026, buying an estimated $59.9K and bringing the position to 10,533 shares worth $1.75M. The position accounts for 0.17% of the portfolio, ranked #83.

Embree Financial Group first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.11M in Q1 2026. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Embree Financial Group held 10,533 shares of Chevron worth $1.75M as of Q2 2026.
  • Embree Financial Group bought 322 Chevron shares in Q2 2026, an estimated $59.9K.
  • Chevron made up 0.17% of Embree Financial Group's portfolio in Q2 2026, its #83 holding.
  • Embree Financial Group first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Embree Financial Group's Chevron position peaked at $2.11M in Q1 2026.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.