Francis Financial’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$278K Buy
1,677
+71
+4% +$13.2K 0.05% 108
2026
Q1
$332K Buy
+1,606
New +$293K 0.06% 79
2025
Q4
Sell
-1,248
Closed -$261K 121
2025
Q3
$261K Buy
+1,248
New +$193K 0.05% 106

Other funds holding CVX

Francis Financial's CVX Position: Q2 2026 in Review

Francis Financial increased its Chevron (CVX) stake by 4.4% in Q2 2026, buying an estimated $13.2K and bringing the position to 1,677 shares worth $278K. The position accounts for 0.05% of the portfolio, ranked #108.

Francis Financial first reported a position in CVX in Q3 2025 and has held it in 3 quarters since. The position peaked at $332K in Q1 2026. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Francis Financial held 1,677 shares of Chevron worth $278K as of Q2 2026.
  • Francis Financial bought 71 Chevron shares in Q2 2026, an estimated $13.2K.
  • Chevron made up 0.05% of Francis Financial's portfolio in Q2 2026, its #108 holding.
  • Francis Financial first reported a position in Chevron in Q3 2025 and has held it in 3 quarters since.
  • Francis Financial's Chevron position peaked at $332K in Q1 2026.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.