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Forum Financial Management’s Chevron CVX Stock Holding History

Forum Financial 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 		$2.27M Sell
13,669
-782
-5% -$146K 0.03% 86
2026
Q1 		$2.99M Sell
14,451
-19,930
-58% -$3.63M 0.04% 68
2025
Q4 		$5.24M Sell
34,381
-2,472
-7% -$376K 0.07% 59
2025
Q3 		$5.72M Buy
36,853
+3,846
+12% +$596K 0.08% 55
2025
Q2 		$4.73M Buy
33,007
+145
+0.4% +$20.4K 0.07% 59
2025
Q1 		$5.5M Sell
32,862
-3,699
-10% -$579K 0.09% 49
2024
Q4 		$5.3M Buy
36,561
+4,160
+13% +$637K 0.09% 50
2024
Q3 		$4.77M Buy
32,401
+877
+3% +$131K 0.08% 50
2024
Q2 		$4.93M Sell
31,524
-252
-0.8% -$40.2K 0.09% 44
2024
Q1 		$5.01M Buy
31,776
+572
+2% +$86.3K 0.09% 52
2023
Q4 		$4.65M Sell
31,204
-1,526
-5% -$231K 0.09% 49
2023
Q3 		$5.52M Buy
32,730
+821
+3% +$133K 0.12% 37
2023
Q2 		$5.02M Buy
31,909
+2,143
+7% +$344K 0.11% 39
2023
Q1 		$4.86M Sell
29,766
-114
-0.4% -$19.1K 0.14% 38
2022
Q4 		$5.36M Buy
29,880
+899
+3% +$157K 0.18% 34
2022
Q3 		$4.16M Sell
28,981
-84
-0.3% -$12.8K 0.2% 36
2022
Q2 		$4.21M Buy
29,065
+313
+1% +$51.7K 0.21% 32
2022
Q1 		$4.68M Buy
28,752
+2,345
+9% +$336K 0.23% 28
2021
Q4 		$3.1M Buy
+26,407
New +$3M 0.16% 40

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

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

Forum Financial Management reduced its Chevron (CVX) stake by 5.4% in Q2 2026, selling an estimated $146K and leaving 13,669 shares worth $2.27M. The position accounts for 0.03% of the portfolio, ranked #86.

Forum Financial Management first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.72M in Q3 2025. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Forum Financial Management held 13,669 shares of Chevron worth $2.27M as of Q2 2026.
  • Forum Financial Management sold 782 Chevron shares in Q2 2026, an estimated $146K.
  • Chevron made up 0.03% of Forum Financial Management's portfolio in Q2 2026, its #86 holding.
  • Forum Financial Management first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Chevron position peaked at $5.72M in Q3 2025.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.