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Focus Financial Network’s Chevron CVX Stock Holding History

Focus Financial 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 		$2.41M Sell
14,556
-624
-4% -$116K 0.07% 211
2026
Q1 		$3.14M Sell
15,180
-2,094
-12% -$382K 0.11% 151
2025
Q4 		$2.63M Sell
17,274
-68
-0.4% -$10.4K 0.09% 171
2025
Q3 		$2.69M Sell
17,342
-571
-3% -$88.4K 0.1% 163
2025
Q2 		$2.57M Buy
17,913
+1,097
+7% +$155K 0.1% 157
2025
Q1 		$2.81M Sell
16,816
-121
-0.7% -$18.9K 0.12% 138
2024
Q4 		$2.45M Sell
16,937
-19
-0.1% -$2.91K 0.1% 156
2024
Q3 		$2.5M Buy
16,956
+173
+1% +$25.8K 0.1% 155
2024
Q2 		$2.71M Buy
16,783
+518
+3% +$82.6K 0.12% 133
2024
Q1 		$2.56M Sell
16,265
-53,307
-77% -$8.04M 0.12% 129
2023
Q4 		$10.4M Buy
69,572
+54,596
+365% +$8.26M 0.39% 54
2023
Q3 		$2.53M Buy
14,976
+943
+7% +$152K 0.14% 125
2023
Q2 		$2.21M Sell
14,033
-946
-6% -$152K 0.12% 138
2023
Q1 		$2.44M Sell
14,979
-56
-0.4% -$9.39K 0.15% 127
2022
Q4 		$2.7M Sell
15,035
-797
-5% -$139K 0.22% 94
2022
Q3 		$2.27M Buy
15,832
+319
+2% +$48.6K 0.2% 101
2022
Q2 		$2.25M Buy
15,513
+794
+5% +$131K 0.19% 103
2022
Q1 		$2.4M Sell
14,719
-35,012
-70% -$5.02M 0.17% 110
2021
Q4 		$5.84M Buy
49,731
+7,780
+19% +$884K 0.85% 23
2021
Q3 		$4.26M Buy
41,951
+2,417
+6% +$241K 0.57% 40
2021
Q2 		$4.14M Buy
39,534
+2,039
+5% +$215K 0.55% 44
2021
Q1 		$3.93M Buy
37,495
+25,652
+217% +$2.5M 0.46% 44
2020
Q4 		$1M Buy
11,843
+986
+9% +$79.8K 0.09% 180
2020
Q3 		$782K Buy
10,857
+60
+0.6% +$5.05K 0.07% 207
2020
Q2 		$963K Buy
10,797
+1,861
+21% +$167K 0.11% 166
2020
Q1 		$647K Sell
8,936
-2,920
-25% -$289K 0.09% 183
2019
Q4 		$1.43M Buy
11,856
+1,147
+11% +$135K 0.18% 120
2019
Q3 		$1.27M Sell
10,709
-28
-0.3% -$3.4K 0.18% 116
2019
Q2 		$1.34M Buy
10,737
+878
+9% +$106K 0.2% 102
2019
Q1 		$1.21M Buy
+9,859
New +$1.17M 0.19% 104

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 22.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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

Focus Financial Network reduced its Chevron (CVX) stake by 4.1% in Q2 2026, selling an estimated $116K and leaving 14,556 shares worth $2.41M. The position accounts for 0.07% of the portfolio, ranked #211.

Focus Financial Network first reported a position in CVX in Q1 2019 and has held it in 30 quarters since. The position peaked at $10.4M in Q4 2023. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Focus Financial Network held 14,556 shares of Chevron worth $2.41M as of Q2 2026.
  • Focus Financial Network sold 624 Chevron shares in Q2 2026, an estimated $116K.
  • Chevron made up 0.07% of Focus Financial Network's portfolio in Q2 2026, its #211 holding.
  • Focus Financial Network first reported a position in Chevron in Q1 2019 and has held it in 30 quarters since.
  • Focus Financial Network's Chevron position peaked at $10.4M in Q4 2023.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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