Franklin, Parlapiano, Turner & Welch’s Chevron CVX Stock Holding History

Franklin, Parlapiano, Turner & Welch’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	–	Sell	-1,114	Closed	-$209K	–	57
2026 Q1	$209K	Sell	1,114 -171	-13%	-$31.2K	0.05%	54
2025 Q4	$214K	Buy	+1,285	New	+$196K	0.05%	52
2025 Q2	–	Sell	-1,503	Closed	-$251K	–	52
2025 Q1	$251K	Hold	1,503	–	–	0.07%	48
2024 Q4	$218K	Sell	1,503 -377	-20%	-$57.7K	0.06%	48
2024 Q3	$277K	Hold	1,880	–	–	0.07%	46
2024 Q2	$294K	Hold	1,880	–	–	0.08%	45
2024 Q1	$297K	Hold	1,880	–	–	0.08%	44
2023 Q4	$280K	Hold	1,880	–	–	0.08%	46
2023 Q3	$317K	Hold	1,880	–	–	0.1%	45
2023 Q2	$296K	Sell	1,880 -375	-17%	-$60.1K	0.09%	42
2023 Q1	$368K	Hold	2,255	–	–	0.12%	39
2022 Q4	$405K	Hold	2,255	–	–	0.13%	39
2022 Q3	$324K	Hold	2,255	–	–	0.12%	40
2022 Q2	$326K	Sell	2,255 -688	-23%	-$114K	0.11%	39
2022 Q1	$479K	Sell	2,943 -1,783	-38%	-$256K	0.14%	37
2021 Q4	$555K	Sell	4,726 -475	-9%	-$54K	0.16%	37
2021 Q3	$528K	Sell	5,201 -2,561	-33%	-$255K	0.17%	37
2021 Q2	$813K	Buy	7,762 +376	+5%	+$39.7K	0.25%	34
2021 Q1	$774K	Hold	7,386	–	–	0.26%	34
2020 Q4	$624K	Sell	7,386 -198	-3%	-$16K	0.23%	36
2020 Q3	$546K	Sell	7,584 -1,940	-20%	-$163K	0.22%	35
2020 Q2	$850K	Buy	+9,524	New	+$853K	0.35%	34
2017 Q2	–	Sell	-406	Closed	-$44K	–	63
2017 Q1	$44K	Hold	406	–	–	0.02%	76
2016 Q4	$48K	Hold	406	–	–	0.02%	73
2016 Q3	$42K	Hold	406	–	–	0.02%	78
2016 Q2	$43K	Sell	406 -1,600	-80%	-$161K	0.02%	70
2016 Q1	$191K	Hold	2,006	–	–	0.11%	46
2015 Q4	$180K	Hold	2,006	–	–	0.11%	47
2015 Q3	$158K	Buy	+2,006	New	+$169K	0.1%	47
2014 Q2	–	Sell	-1,747	Closed	-$208K	–	45
2014 Q1	$208K	Buy	1,747 +75	+4%	+$8.72K	0.15%	45
2013 Q4	$209K	Buy	+1,672	New	+$202K	0.14%	46

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch's CVX Position: Q2 2026 in Review

Franklin, Parlapiano, Turner & Welch sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,114 shares — an estimated $209K sold.

Franklin, Parlapiano, Turner & Welch first reported a position in CVX in Q4 2013 and held it in 31 quarters. The position peaked at $850K in Q2 2020. 1,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Franklin, Parlapiano, Turner & Welch reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Franklin, Parlapiano, Turner & Welch sold 1,114 Chevron shares in Q2 2026, an estimated $209K.
Franklin, Parlapiano, Turner & Welch first reported a position in Chevron in Q4 2013 and held it in 31 quarters.
Franklin, Parlapiano, Turner & Welch's Chevron position peaked at $850K in Q2 2020.
1,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q2 2026, filed 9 Jul 2026.