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Flynn Zito Capital Management’s Chevron CVX Stock Holding History

Flynn Zito Capital Management’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 		$219K Sell
1,320
-168
-11% -$31.3K 0.06% 152
2026
Q1 		$308K Sell
1,488
-441
-23% -$80.4K 0.1% 102
2025
Q4 		$294K Sell
1,929
-271
-12% -$41.3K 0.11% 99
2025
Q3 		$342K Sell
2,200
-183
-8% -$28.3K 0.13% 86
2025
Q2 		$341K Sell
2,383
-220
-8% -$31K 0.14% 81
2025
Q1 		$435K Sell
2,603
-520
-17% -$81.4K 0.2% 69
2024
Q4 		$452K Buy
3,123
+225
+8% +$34.4K 0.21% 68
2024
Q3 		$427K Buy
2,898
+1,569
+118% +$234K 0.21% 62
2024
Q2 		$208K Buy
1,329
+11
+0.8% +$1.75K 0.11% 109
2024
Q1 		$208K Buy
+1,318
New +$199K 0.11% 106

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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Flynn Zito Capital Management's CVX Position: Q2 2026 in Review

Flynn Zito Capital Management reduced its Chevron (CVX) stake by 11% in Q2 2026, selling an estimated $31.3K and leaving 1,320 shares worth $219K. The position accounts for 0.06% of the portfolio, ranked #152.

Flynn Zito Capital Management first reported a position in CVX in Q1 2024 and has held it in 10 quarters since. The position peaked at $452K in Q4 2024. 2,399 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Flynn Zito Capital Management held 1,320 shares of Chevron worth $219K as of Q2 2026.
  • Flynn Zito Capital Management sold 168 Chevron shares in Q2 2026, an estimated $31.3K.
  • Chevron made up 0.06% of Flynn Zito Capital Management's portfolio in Q2 2026, its #152 holding.
  • Flynn Zito Capital Management first reported a position in Chevron in Q1 2024 and has held it in 10 quarters since.
  • Flynn Zito Capital Management's Chevron position peaked at $452K in Q4 2024.
  • 2,399 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Flynn Zito Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.