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Fiduciary Financial Group’s Chevron CVX Stock Holding History

Fiduciary 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 		$794K Buy
4,787
+11
+0.2% +$2.05K 0.09% 135
2026
Q1 		$988K Buy
4,776
+146
+3% +$26.6K 0.13% 108
2025
Q4 		$706K Sell
4,630
-335
-7% -$51K 0.1% 129
2025
Q3 		$771K Buy
4,965
+345
+7% +$53.4K 0.12% 110
2025
Q2 		$673K Buy
4,620
+366
+9% +$51.6K 0.12% 111
2025
Q1 		$574K Sell
4,254
-529
-11% -$82.8K 0.13% 111
2024
Q4 		$733K Buy
4,783
+127
+3% +$19.4K 0.16% 90
2024
Q3 		$693K Buy
4,656
+1,931
+71% +$287K 0.16% 85
2024
Q2 		$430K Buy
+2,725
New +$435K 0.1% 118

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Fiduciary Financial Group increased its Chevron (CVX) stake by 0.23% in Q2 2026, buying an estimated $2.05K and bringing the position to 4,787 shares worth $794K. The position accounts for 0.09% of the portfolio, ranked #135.

Fiduciary Financial Group first reported a position in CVX in Q2 2024 and has held it in 9 quarters since. The position peaked at $988K in Q1 2026. 2,034 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Fiduciary Financial Group held 4,787 shares of Chevron worth $794K as of Q2 2026.
  • Fiduciary Financial Group bought 11 Chevron shares in Q2 2026, an estimated $2.05K.
  • Chevron made up 0.09% of Fiduciary Financial Group's portfolio in Q2 2026, its #135 holding.
  • Fiduciary Financial Group first reported a position in Chevron in Q2 2024 and has held it in 9 quarters since.
  • Fiduciary Financial Group's Chevron position peaked at $988K in Q1 2026.
  • 2,034 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.