Empire Financial Management Company’s Chevron CVX Stock Holding History

Empire Financial Management Company’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	$2.84M	Sell	17,152 -7,040	-29%	-$1.31M	1.13%	31
2026 Q1	$5.01M	Buy	24,192 +517	+2%	+$94.3K	1.13%	22
2025 Q4	$3.61M	Sell	23,675 -105	-0.4%	-$16K	0.78%	39
2025 Q3	$3.69M	Buy	23,780 +313	+1%	+$48.5K	0.85%	37
2025 Q2	$3.36M	Buy	23,467 +1,627	+7%	+$229K	0.97%	31
2025 Q1	$3.65M	Buy	21,840 +479	+2%	+$75K	1.13%	21
2024 Q4	$3.09M	Buy	21,361 +480	+2%	+$73.5K	0.97%	29
2024 Q3	$3.08M	Buy	20,881 +105	+0.5%	+$15.6K	0.95%	30
2024 Q2	$3.25M	Sell	20,776 -885	-4%	-$141K	1.07%	24
2024 Q1	$3.42M	Buy	21,661 +2,511	+13%	+$379K	1.13%	21
2023 Q4	$2.86M	Buy	19,150 +628	+3%	+$95K	1.12%	24
2023 Q3	$3.12M	Sell	18,522 -102	-0.5%	-$16.5K	1.36%	15
2023 Q2	$2.93M	Sell	18,624 -1,169	-6%	-$187K	1.17%	24
2023 Q1	$3.23M	Buy	+19,793	New	+$3.32M	1.32%	17

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Empire Financial Management Company's CVX Position: Q2 2026 in Review

Empire Financial Management Company reduced its Chevron (CVX) stake by 29% in Q2 2026, selling an estimated $1.31M and leaving 17,152 shares worth $2.84M. The position accounts for 1.13% of the portfolio, ranked #31.

Empire Financial Management Company first reported a position in CVX in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.01M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Empire Financial Management Company held 17,152 shares of Chevron worth $2.84M as of Q2 2026.
Empire Financial Management Company sold 7,040 Chevron shares in Q2 2026, an estimated $1.31M.
Chevron made up 1.13% of Empire Financial Management Company's portfolio in Q2 2026, its #31 holding.
Empire Financial Management Company first reported a position in Chevron in Q1 2023 and has held it in 14 quarters since.
Empire Financial Management Company's Chevron position peaked at $5.01M in Q1 2026.
4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.