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Financial Management Professionals’s Chevron CVX Stock Holding History

Financial Management Professionals’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 		$1.09M Sell
6,568
-505
-7% -$94K 0.1% 66
2026
Q1 		$1.46M Buy
7,073
+137
+2% +$25K 0.16% 49
2025
Q4 		$1.06M Sell
6,936
-413
-6% -$62.9K 0.11% 66
2025
Q3 		$1.14M Buy
7,349
+254
+4% +$39.3K 0.12% 61
2025
Q2 		$1.02M Sell
7,095
-507
-7% -$71.5K 0.11% 63
2025
Q1 		$1.27M Buy
7,602
+88
+1% +$13.8K 0.16% 52
2024
Q4 		$1.09M Buy
7,514
+1,076
+17% +$165K 0.14% 60
2024
Q3 		$948K Sell
6,438
-123
-2% -$18.3K 0.12% 64
2024
Q2 		$1.03M Buy
6,561
+343
+6% +$54.7K 0.14% 52
2024
Q1 		$981K Buy
6,218
+379
+6% +$57.2K 0.14% 57
2023
Q4 		$871K Buy
5,839
+512
+10% +$77.4K 0.14% 53
2023
Q3 		$898K Sell
5,327
-52
-1% -$8.4K 0.16% 50
2023
Q2 		$846K Buy
5,379
+93
+2% +$14.9K 0.14% 54
2023
Q1 		$863K Buy
5,286
+692
+15% +$116K 0.17% 50
2022
Q4 		$825K Buy
4,594
+157
+4% +$27.4K 0.17% 42
2022
Q3 		$638K Sell
4,437
-1,523
-26% -$232K 0.15% 48
2022
Q2 		$863K Buy
5,960
+261
+5% +$43.1K 0.21% 45
2022
Q1 		$928K Buy
5,699
+144
+3% +$20.7K 0.2% 47
2021
Q4 		$652K Buy
5,555
+173
+3% +$19.7K 0.14% 53
2021
Q3 		$546K Buy
5,382
+300
+6% +$29.9K 0.13% 48
2021
Q2 		$532K Buy
5,082
+432
+9% +$45.6K 0.14% 45
2021
Q1 		$487K Buy
4,650
+3,074
+195% +$300K 0.13% 41
2020
Q4 		$133K Sell
1,576
-932
-37% -$75.5K 0.04% 93
2020
Q3 		$181K Sell
2,508
-18
-0.7% -$1.51K 0.06% 67
2020
Q2 		$225K Buy
2,526
+1,558
+161% +$139K 0.08% 53
2020
Q1 		$70K Sell
968
-1,000
-51% -$98.8K 0.03% 71
2019
Q4 		$237K Sell
1,968
-90
-4% -$10.6K 0.08% 45
2019
Q3 		$244K Hold
2,058
– – 0.09% 45
2019
Q2 		$256K Hold
2,058
– – 0.09% 38
2019
Q1 		$254K Hold
2,058
– – 0.1% 37
2018
Q4 		$224K Hold
2,058
– – 0.14% 33
2018
Q3 		$252K Sell
2,058
-45
-2% -$5.46K 0.1% 39
2018
Q2 		$266K Sell
2,103
-10
-0.5% -$1.24K 0.11% 36
2018
Q1 		$241K Buy
2,113
+145
+7% +$17.3K 0.12% 37
2017
Q4 		$246K Hold
1,968
– – 0.1% 35
2017
Q3 		$231K Sell
1,968
-100
-5% -$10.9K 0.1% 36
2017
Q2 		$215K Hold
2,068
– – 0.1% 43
2017
Q1 		$222K Sell
2,068
-887
-30% -$99.5K 0.11% 38
2016
Q4 		$347K Hold
2,955
– – 0.18% 30
2016
Q3 		$304K Buy
2,955
+224
+8% +$22.9K 0.16% 31
2016
Q2 		$285K Sell
2,731
-892
-25% -$89.7K 0.15% 33
2016
Q1 		$346K Buy
3,623
+12
+0.3% +$1.05K 0.18% 33
2015
Q4 		$324K Buy
3,611
+14
+0.4% +$1.26K 0.17% 35
2015
Q3 		$283K Buy
3,597
+15
+0.4% +$1.26K 0.19% 32
2015
Q2 		$344K Buy
3,582
+1,067
+42% +$112K 0.16% 32
2015
Q1 		$264K Sell
2,515
-41
-2% -$4.38K 0.12% 31
2014
Q4 		$287K Hold
2,556
– – 0.16% 34
2014
Q3 		$304K Sell
2,556
-64
-2% -$8.17K 0.21% 28
2014
Q2 		$342K Sell
2,620
-1,118
-30% -$139K 0.23% 29
2014
Q1 		$445K Buy
3,738
+9
+0.2% +$1.05K 0.31% 28
2013
Q4 		$466K Buy
3,729
+8
+0.2% +$967 0.31% 24
2013
Q3 		$452K Buy
3,721
+9
+0.2% +$1.11K 0.28% 22
2013
Q2 		$439K Buy
+3,712
New +$449K 0.32% 23

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Financial Management Professionals reduced its Chevron (CVX) stake by 7.1% in Q2 2026, selling an estimated $94K and leaving 6,568 shares worth $1.09M. The position accounts for 0.1% of the portfolio, ranked #66.

Financial Management Professionals first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.46M in Q1 2026. 877 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Financial Management Professionals held 6,568 shares of Chevron worth $1.09M as of Q2 2026.
  • Financial Management Professionals sold 505 Chevron shares in Q2 2026, an estimated $94K.
  • Chevron made up 0.1% of Financial Management Professionals's portfolio in Q2 2026, its #66 holding.
  • Financial Management Professionals first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Financial Management Professionals's Chevron position peaked at $1.46M in Q1 2026.
  • 877 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.