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Francis Financial’s Chevron CVX Stock Holding History

Francis Financial’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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Francis Financial's CVX Position: Q1 2026 in Review

Francis Financial opened a new position in Chevron (CVX) in Q1 2026: 1,606 shares worth $332K. The stake represents 0.06% of the portfolio and ranks #79 among its holdings. This is a return to the name: Francis Financial previously reported a position in CVX as recently as Q3 2025.

Francis Financial first reported a position in CVX in Q3 2025 and has held it in 2 quarters since. 4,269 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Francis Financial held 1,606 shares of Chevron worth $332K as of Q1 2026.
  • Chevron was a new Francis Financial position in Q1 2026.
  • Chevron made up 0.06% of Francis Financial's portfolio in Q1 2026, its #79 holding.
  • Francis Financial first reported a position in Chevron in Q3 2025 and has held it in 2 quarters since.
  • 4,269 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Francis Financial's 13F filing for Q1 2026, filed 7 May 2026.