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Fi3 Financial Advisors’s Chevron CVX Stock Holding History

Fi3 Financial Advisors’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 		$231K Sell
966
-2,360
-71% -$439K 0.06% 210
2026
Q1 		$688K Buy
3,326
+1,085
+48% +$198K 0.2% 52
2025
Q4 		$342K Sell
2,241
-249
-10% -$37.9K 0.1% 115
2025
Q3 		$387K Buy
2,490
+800
+47% +$124K 0.13% 77
2025
Q2 		$242K Buy
1,690
+109
+7% +$15.4K 0.09% 129
2025
Q1 		$264K Sell
1,581
-272
-15% -$42.6K 0.11% 92
2024
Q4 		$268K Sell
1,853
-374
-17% -$57.2K 0.1% 88
2024
Q3 		$328K Buy
2,227
+357
+19% +$53.1K 0.13% 64
2024
Q2 		$292K Sell
1,870
-189
-9% -$30.1K 0.13% 58
2024
Q1 		$330K Buy
2,059
+435
+27% +$65.6K 0.15% 51
2023
Q4 		$242K Sell
1,624
-454
-22% -$68.7K 0.12% 62
2023
Q3 		$350K Buy
2,078
+244
+13% +$39.4K 0.19% 50
2023
Q2 		$289K Buy
1,834
+4
+0.2% +$641 0.15% 52
2023
Q1 		$299K Sell
1,830
-26
-1% -$4.36K 0.16% 53
2022
Q4 		$333K Buy
+1,856
New +$324K 0.19% 44

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Fi3 Financial Advisors's CVX Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its Chevron (CVX) stake by 71% in Q2 2026, selling an estimated $439K and leaving 966 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #210.

Fi3 Financial Advisors first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $688K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Fi3 Financial Advisors held 966 shares of Chevron worth $231K as of Q2 2026.
  • Fi3 Financial Advisors sold 2,360 Chevron shares in Q2 2026, an estimated $439K.
  • Chevron made up 0.06% of Fi3 Financial Advisors's portfolio in Q2 2026, its #210 holding.
  • Fi3 Financial Advisors first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Fi3 Financial Advisors's Chevron position peaked at $688K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.