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Financial Freedom LLC’s Chevron CVX Stock Holding History

Financial Freedom LLC’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 		– Sell
-854
Closed -$177K – 168
2026
Q1 		$177K Buy
854
+5
+0.6% +$912 0.09% 108
2025
Q4 		$129K Sell
849
-44
-5% -$6.7K 0.06% 122
2025
Q3 		$139K Buy
893
+6
+0.7% +$929 0.07% 122
2025
Q2 		$127K Buy
887
+7
+0.8% +$987 0.07% 123
2025
Q1 		$147K Buy
880
+6
+0.7% +$939 0.08% 111
2024
Q4 		$127K Buy
874
+7
+0.8% +$1.07K 0.07% 120
2024
Q3 		$128K Buy
867
+6
+0.7% +$893 0.07% 124
2024
Q2 		$135K Buy
861
+6
+0.7% +$957 0.08% 120
2024
Q1 		$135K Buy
855
+6
+0.7% +$905 0.08% 120
2023
Q4 		$127K Buy
849
+6
+0.7% +$907 0.08% 117
2023
Q3 		$142K Buy
843
+7
+0.8% +$1.13K 0.1% 109
2023
Q2 		$131K Buy
836
+8
+1% +$1.28K 0.09% 109
2023
Q1 		$135K Buy
828
+7
+0.9% +$1.17K 0.1% 103
2022
Q4 		$147K Buy
+821
New +$143K 0.1% 95

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Financial Freedom LLC's CVX Position: Q2 2026 in Review

Financial Freedom LLC sold out of Chevron (CVX) in Q2 2026, closing a stake of 854 shares — an estimated $177K sold.

Financial Freedom LLC first reported a position in CVX in Q4 2022 and held it in 14 quarters. The position peaked at $177K in Q1 2026. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Financial Freedom LLC reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 854 Chevron shares in Q2 2026, an estimated $177K.
  • Financial Freedom LLC first reported a position in Chevron in Q4 2022 and held it in 14 quarters.
  • Financial Freedom LLC's Chevron position peaked at $177K in Q1 2026.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.