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Frederick Financial Consultants’s Chevron CVX Stock Holding History

Frederick Financial Consultants’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
-1,066
Closed -$220K – 123
2026
Q1 		$220K Buy
+1,066
New +$194K 0.11% 96
2025
Q2 		– Sell
-1,261
Closed -$211K – 104
2025
Q1 		$211K Buy
+1,261
New +$197K 0.15% 89

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Frederick Financial Consultants's CVX Position: Q2 2026 in Review

Frederick Financial Consultants sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,066 shares — an estimated $220K sold.

Frederick Financial Consultants first reported a position in CVX in Q1 2025 and held it in 2 quarters. The position peaked at $220K in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Frederick Financial Consultants reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Frederick Financial Consultants sold 1,066 Chevron shares in Q2 2026, an estimated $220K.
  • Frederick Financial Consultants first reported a position in Chevron in Q1 2025 and held it in 2 quarters.
  • Frederick Financial Consultants's Chevron position peaked at $220K in Q1 2026.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.