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Frisch Financial Group’s Chevron CVX Stock Holding History

Frisch Financial Group’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 		$516K Sell
3,115
-1,148
-27% -$214K 0.09% 108
2026
Q1 		$882K Buy
4,263
+375
+10% +$68.4K 0.18% 67
2025
Q4 		$593K Sell
3,888
-31
-0.8% -$4.72K 0.13% 86
2025
Q3 		$609K Sell
3,919
-1,437
-27% -$223K 0.14% 81
2025
Q2 		$767K Buy
5,356
+1,834
+52% +$259K 0.19% 64
2025
Q1 		$589K Buy
3,522
+611
+21% +$95.6K 0.17% 64
2024
Q4 		$422K Buy
2,911
+638
+28% +$97.7K 0.13% 82
2024
Q3 		$335K Buy
2,273
+14
+0.6% +$2.08K 0.1% 91
2024
Q2 		$353K Sell
2,259
-603
-21% -$96.2K 0.11% 87
2024
Q1 		$452K Buy
2,862
+505
+21% +$76.2K 0.15% 72
2023
Q4 		$352K Buy
2,357
+141
+6% +$21.3K 0.13% 84
2023
Q3 		$374K Sell
2,216
-275
-11% -$44.4K 0.15% 75
2023
Q2 		$392K Sell
2,491
-387
-13% -$62K 0.19% 73
2023
Q1 		$470K Buy
2,878
+551
+24% +$92.4K 0.18% 70
2022
Q4 		$418K Buy
2,327
+11
+0.5% +$1.92K 0.16% 81
2022
Q3 		$333K Buy
2,316
+12
+0.5% +$1.83K 0.14% 80
2022
Q2 		$334K Buy
2,304
+11
+0.5% +$1.82K 0.13% 81
2022
Q1 		$373K Sell
2,293
-1,263
-36% -$181K 0.12% 94
2021
Q4 		$408K Buy
3,556
+1,106
+45% +$126K 0.13% 96
2021
Q3 		$249K Buy
2,450
+130
+6% +$13K 0.08% 130
2021
Q2 		$243K Sell
2,320
-2,142
-48% -$226K 0.08% 131
2021
Q1 		$468K Sell
4,462
-98
-2% -$9.57K 0.16% 74
2020
Q4 		$385K Buy
+4,560
New +$369K 0.14% 75

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Frisch Financial Group's CVX Position: Q2 2026 in Review

Frisch Financial Group reduced its Chevron (CVX) stake by 27% in Q2 2026, selling an estimated $214K and leaving 3,115 shares worth $516K. The position accounts for 0.09% of the portfolio, ranked #108.

Frisch Financial Group first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $882K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Frisch Financial Group held 3,115 shares of Chevron worth $516K as of Q2 2026.
  • Frisch Financial Group sold 1,148 Chevron shares in Q2 2026, an estimated $214K.
  • Chevron made up 0.09% of Frisch Financial Group's portfolio in Q2 2026, its #108 holding.
  • Frisch Financial Group first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Frisch Financial Group's Chevron position peaked at $882K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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