Future Financial Wealth Management’s Chevron CVX Stock Holding History

Future Financial Wealth Management’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	$242K	Sell	1,244 -34	-3%	-$6.33K	0.15%	110
2026 Q1	$236K	Hold	1,278	–	–	0.15%	106
2025 Q4	$211K	Buy	1,278 +36	+3%	+$5.48K	0.14%	113
2025 Q3	$193K	Buy	1,242 +501	+68%	+$77.6K	0.12%	119
2025 Q2	$106K	Buy	741 +503	+211%	+$70.9K	0.07%	157
2025 Q1	$39.8K	Buy	238 +2	+0.8%	+$313	0.03%	260
2024 Q4	$34.2K	Sell	236 -198	-46%	-$30.3K	0.03%	275
2024 Q3	$63.9K	Buy	+434	New	+$64.6K	0.05%	225
2024 Q2	–	Sell	-1,199	Closed	-$189K	–	186
2024 Q1	$189K	Buy	+1,199	New	+$181K	0.15%	121
2022 Q2	–	Sell	-934	Closed	-$152K	–	196
2022 Q1	$152K	Sell	934 -1,122	-55%	-$161K	0.13%	147
2021 Q4	$245K	Buy	+2,056	New	+$234K	0.2%	107

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Future Financial Wealth Management's CVX Position: Q2 2026 in Review

Future Financial Wealth Management reduced its Chevron (CVX) stake by 2.7% in Q2 2026, selling an estimated $6.33K and leaving 1,244 shares worth $242K. The position accounts for 0.15% of the portfolio, ranked #110.

Future Financial Wealth Management first reported a position in CVX in Q4 2021 and has held it in 11 quarters since. The position peaked at $245K in Q4 2021. 2,380 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Future Financial Wealth Management held 1,244 shares of Chevron worth $242K as of Q2 2026.
Future Financial Wealth Management sold 34 Chevron shares in Q2 2026, an estimated $6.33K.
Chevron made up 0.15% of Future Financial Wealth Management's portfolio in Q2 2026, its #110 holding.
Future Financial Wealth Management first reported a position in Chevron in Q4 2021 and has held it in 11 quarters since.
Future Financial Wealth Management's Chevron position peaked at $245K in Q4 2021.
2,380 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.