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Fragasso Financial Advisors’s Chevron CVX Stock Holding History

Fragasso Financial Advisors’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 		$450K Buy
2,715
+168
+7% +$31.3K 0.02% 229
2026
Q1 		$507K Buy
2,547
+35
+1% +$6.38K 0.03% 205
2025
Q4 		$383K Buy
2,512
+222
+10% +$33.8K 0.02% 217
2025
Q3 		$352K Buy
2,290
+522
+30% +$80.8K 0.02% 218
2025
Q2 		$253K Sell
1,768
-374
-17% -$52.7K 0.02% 243
2025
Q1 		$358K Buy
2,142
+215
+11% +$33.7K 0.03% 202
2024
Q4 		$279K Buy
1,927
+137
+8% +$21K 0.02% 216
2024
Q3 		$264K Buy
1,790
+236
+15% +$35.1K 0.02% 226
2024
Q2 		$243K Buy
1,554
+144
+10% +$23K 0.02% 233
2024
Q1 		$222K Buy
+1,410
New +$213K 0.02% 249
2023
Q4 		– Sell
-1,243
Closed -$210K – 248
2023
Q3 		$210K Buy
+1,243
New +$201K 0.02% 219
2018
Q3 		– Sell
-1,760
Closed -$223K – 111
2018
Q2 		$223K Buy
+1,760
New +$218K 0.06% 105
2015
Q4 		– Sell
-11,038
Closed -$870K – 57
2015
Q3 		$870K Buy
+11,038
New +$929K 0.34% 41
2015
Q2 		– Sell
-12,688
Closed -$1.33M – 39
2015
Q1 		$1.33M Buy
+12,688
New +$1.35M 0.53% 22
2014
Q4 		– Sell
-9,841
Closed -$1.17M – 54
2014
Q3 		$1.17M Buy
9,841
+188
+2% +$24K 0.92% 24
2014
Q2 		$1.26M Buy
9,653
+222
+2% +$27.6K 1.11% 14
2014
Q1 		$1.12M Buy
9,431
+111
+1% +$12.9K 1.16% 22
2013
Q4 		$1.16M Buy
+9,320
New +$1.13M 1.04% 19

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Fragasso Financial Advisors's CVX Position: Q2 2026 in Review

Fragasso Financial Advisors increased its Chevron (CVX) stake by 6.6% in Q2 2026, buying an estimated $31.3K and bringing the position to 2,715 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #229.

Fragasso Financial Advisors first reported a position in CVX in Q4 2013 and has held it in 18 quarters since. The position peaked at $1.33M in Q1 2015. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Fragasso Financial Advisors held 2,715 shares of Chevron worth $450K as of Q2 2026.
  • Fragasso Financial Advisors bought 168 Chevron shares in Q2 2026, an estimated $31.3K.
  • Chevron made up 0.02% of Fragasso Financial Advisors's portfolio in Q2 2026, its #229 holding.
  • Fragasso Financial Advisors first reported a position in Chevron in Q4 2013 and has held it in 18 quarters since.
  • Fragasso Financial Advisors's Chevron position peaked at $1.33M in Q1 2015.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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