Financial Gravity Companies’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$638K Buy
+3,849
New +$716K 0.1% 91
2025
Q2
$509K Buy
+3,553
New +$501K 0.1% 98
2024
Q4
$523K Buy
3,613
+3,439
+1,976% +$526K 0.12% 93
2024
Q3
$25.6K Buy
+174
New +$25.9K 0.01% 246
2018
Q4
$14K Buy
+119
New +$13.8K 0.01% 525
2018
Q1
$43K Sell
340
-26
-7% -$3.11K 0.04% 348
2017
Q4
$46K Buy
+366
New +$43.4K 0.05% 300

Other funds holding CVX

Financial Gravity Companies's CVX Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Chevron (CVX) in Q2 2026: 3,849 shares worth $638K. The stake represents 0.1% of the portfolio and ranks #91 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CVX as recently as Q2 2025.

Financial Gravity Companies first reported a position in CVX in Q4 2017 and has held it in 7 quarters since. 4,124 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Financial Gravity Companies held 3,849 shares of Chevron worth $638K as of Q2 2026.
  • Chevron was a new Financial Gravity Companies position in Q2 2026.
  • Chevron made up 0.1% of Financial Gravity Companies's portfolio in Q2 2026, its #91 holding.
  • Financial Gravity Companies first reported a position in Chevron in Q4 2017 and has held it in 7 quarters since.
  • 4,124 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.