F/M Investments’s Chevron CVX Stock Holding History

F/M Investments’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	$6.78M	Sell	40,886 -1,488	-4%	-$277K	0.34%	61
2026 Q1	$8.77M	Sell	42,374 -26,590	-39%	-$4.85M	0.58%	44
2025 Q4	$10.5M	Sell	68,964 -904	-1%	-$138K	0.4%	51
2025 Q3	$10.8M	Sell	69,868 -1,151	-2%	-$178K	0.42%	52
2025 Q2	$10.2M	Sell	71,019 -4,356	-6%	-$614K	0.37%	56
2025 Q1	$12.6M	Sell	75,375 -1,373	-2%	-$215K	0.5%	41
2024 Q4	$11.1M	Buy	76,748 +13,379	+21%	+$2.05M	0.41%	51
2024 Q3	$9.35M	Sell	63,369 -1,913	-3%	-$285K	0.29%	111
2024 Q2	$10.2M	Buy	+65,282	New	+$10.4M	0.37%	85

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

F/M Investments's CVX Position: Q2 2026 in Review

F/M Investments reduced its Chevron (CVX) stake by 3.5% in Q2 2026, selling an estimated $277K and leaving 40,886 shares worth $6.78M. The position accounts for 0.34% of the portfolio, ranked #61.

F/M Investments first reported a position in CVX in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.6M in Q1 2025. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

F/M Investments held 40,886 shares of Chevron worth $6.78M as of Q2 2026.
F/M Investments sold 1,488 Chevron shares in Q2 2026, an estimated $277K.
Chevron made up 0.34% of F/M Investments's portfolio in Q2 2026, its #61 holding.
F/M Investments first reported a position in Chevron in Q2 2024 and has held it in 9 quarters since.
F/M Investments's Chevron position peaked at $12.6M in Q1 2025.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.