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Fischer Financial Services’s Chevron CVX Stock Holding History

Fischer Financial Services’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 		$206K Sell
1,245
-6
-0.5% -$1.12K 0.05% 65
2026
Q1 		$259K Buy
+1,251
New +$228K 0.09% 54
2025
Q4 		– Sell
-2,358
Closed -$366K – 64
2025
Q3 		$366K Sell
2,358
-4,001
-63% -$620K 0.1% 60
2025
Q2 		$910K Sell
6,359
-977
-13% -$138K 0.27% 48
2025
Q1 		$1.23M Sell
7,336
-1,914
-21% -$300K 0.4% 42
2024
Q4 		$1.34M Buy
+9,250
New +$1.42M 0.42% 43

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

Fischer Financial Services's CVX Position: Q2 2026 in Review

Fischer Financial Services reduced its Chevron (CVX) stake by 0.48% in Q2 2026, selling an estimated $1.12K and leaving 1,245 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #65.

Fischer Financial Services first reported a position in CVX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.34M in Q4 2024. 4,137 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Fischer Financial Services held 1,245 shares of Chevron worth $206K as of Q2 2026.
  • Fischer Financial Services sold 6 Chevron shares in Q2 2026, an estimated $1.12K.
  • Chevron made up 0.05% of Fischer Financial Services's portfolio in Q2 2026, its #65 holding.
  • Fischer Financial Services first reported a position in Chevron in Q4 2024 and has held it in 6 quarters since.
  • Fischer Financial Services's Chevron position peaked at $1.34M in Q4 2024.
  • 4,137 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Fischer Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.