Financial Management Network’s Chevron CVX Stock Holding History

Financial Management Network’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	$2.08M	Sell	11,089 -1,497	-12%	-$279K	0.3%	63
2026 Q1	$2.4M	Buy	12,586 +248	+2%	+$45.2K	0.37%	54
2025 Q4	$1.92M	Buy	12,338 +192	+2%	+$29.2K	0.3%	57
2025 Q3	$1.87M	Sell	12,146 -102	-0.8%	-$15.8K	0.31%	61
2025 Q2	$1.82M	Buy	12,248 +119	+1%	+$16.8K	0.33%	61
2025 Q1	$1.7M	Sell	12,129 -76	-0.6%	-$11.9K	0.38%	55
2024 Q4	$1.8M	Sell	12,205 -20	-0.2%	-$3.06K	0.38%	52
2024 Q3	$1.84M	Sell	12,225 -9	-0.1%	-$1.34K	0.39%	55
2024 Q2	$1.89M	Sell	12,234 -53	-0.4%	-$8.45K	0.45%	48
2024 Q1	$1.97M	Sell	12,287 -1,648	-12%	-$249K	0.5%	43
2023 Q4	$2.1M	Buy	13,935 +4,608	+49%	+$697K	0.61%	37
2023 Q3	$1.52M	Buy	9,327 +2,424	+35%	+$392K	0.5%	39
2023 Q2	$1.09M	Buy	6,903 +232	+3%	+$37.2K	0.38%	49
2023 Q1	$1.13M	Buy	6,671 +227	+4%	+$38.1K	0.45%	42
2022 Q4	$1.11M	Sell	6,444 -248	-4%	-$43.3K	0.49%	42
2022 Q3	$1.05M	Buy	6,692 +32	+0.5%	+$4.88K	0.52%	38
2022 Q2	$976K	Sell	6,660 -221	-3%	-$36.5K	0.52%	45
2022 Q1	$1.13M	Buy	6,881 +511	+8%	+$73.3K	0.57%	38
2021 Q4	$774K	Buy	6,370 +333	+6%	+$37.8K	0.35%	57
2021 Q3	$632K	Sell	6,037 -315	-5%	-$31.4K	0.32%	64
2021 Q2	$674K	Buy	6,352 +70	+1%	+$7.39K	0.34%	62
2021 Q1	$663K	Buy	6,282 +543	+9%	+$53K	0.34%	61
2020 Q4	$547K	Buy	+5,739	New	+$465K	0.34%	63

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Financial Management Network's CVX Position: Q2 2026 in Review

Financial Management Network reduced its Chevron (CVX) stake by 12% in Q2 2026, selling an estimated $279K and leaving 11,089 shares worth $2.08M. The position accounts for 0.3% of the portfolio, ranked #63.

Financial Management Network first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.4M in Q1 2026. 4,123 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Financial Management Network held 11,089 shares of Chevron worth $2.08M as of Q2 2026.
Financial Management Network sold 1,497 Chevron shares in Q2 2026, an estimated $279K.
Chevron made up 0.3% of Financial Management Network's portfolio in Q2 2026, its #63 holding.
Financial Management Network first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
Financial Management Network's Chevron position peaked at $2.4M in Q1 2026.
4,123 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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