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Financial Perspectives’s Chevron CVX Stock Holding History

Financial Perspectives’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 		$90.9K Sell
549
-411
-43% -$76.5K 0.02% 254
2026
Q1 		$199K Sell
960
-810
-46% -$148K 0.06% 161
2025
Q4 		$270K Buy
1,770
+5
+0.3% +$762 0.07% 139
2025
Q3 		$274K Sell
1,765
-250
-12% -$38.7K 0.08% 133
2025
Q2 		$288K Buy
2,015
+318
+19% +$44.8K 0.09% 120
2025
Q1 		$284K Sell
1,697
-387
-19% -$60.6K 0.1% 111
2024
Q4 		$302K Hold
2,084
– – 0.1% 113
2024
Q3 		$307K Hold
2,084
– – 0.11% 114
2024
Q2 		$326K Hold
2,084
– – 0.12% 102
2024
Q1 		$329K Sell
2,084
-70
-3% -$10.6K 0.12% 99
2023
Q4 		$321K Hold
2,154
– – 0.13% 98
2023
Q3 		$363K Sell
2,154
-47
-2% -$7.59K 0.17% 76
2023
Q2 		$346K Buy
2,201
+2
+0.1% +$321 0.15% 87
2023
Q1 		$359K Buy
2,199
+2
+0.1% +$335 0.17% 80
2022
Q4 		$394K Buy
2,197
+1
+0% +$175 0.2% 71
2022
Q3 		$315K Buy
2,196
+2
+0.1% +$305 0.18% 81
2022
Q2 		$318K Buy
2,194
+1
+0% +$165 0.18% 79
2022
Q1 		$357K Buy
2,193
+182
+9% +$26.1K 0.17% 82
2021
Q4 		$236K Hold
2,011
– – 0.11% 110
2021
Q3 		$204K Hold
2,011
– – 0.1% 118
2021
Q2 		$211K Sell
2,011
-213,437
-99% -$22.5M 0.1% 123
2021
Q1 		$2.06M Buy
215,448
+213,392
+10,379% +$20.8M 0.1% 143
2020
Q4 		$174K Buy
2,056
+45
+2% +$3.64K 0.1% 128
2020
Q3 		$145K Hold
2,011
– – 0.1% 123
2020
Q2 		$179K Hold
2,011
– – 0.13% 94
2020
Q1 		$146K Hold
2,011
– – 0.12% 91
2019
Q4 		$242K Buy
+2,011
New +$237K 0.17% 72

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Financial Perspectives's CVX Position: Q2 2026 in Review

Financial Perspectives reduced its Chevron (CVX) stake by 43% in Q2 2026, selling an estimated $76.5K and leaving 549 shares worth $90.9K. The position accounts for 0.02% of the portfolio, ranked #254.

Financial Perspectives first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.06M in Q1 2021. 2,274 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Financial Perspectives held 549 shares of Chevron worth $90.9K as of Q2 2026.
  • Financial Perspectives sold 411 Chevron shares in Q2 2026, an estimated $76.5K.
  • Chevron made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #254 holding.
  • Financial Perspectives first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Chevron position peaked at $2.06M in Q1 2021.
  • 2,274 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.