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GEN Financial Management’s Chevron CVX Stock Holding History

GEN Financial 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 		– Sell
-1,142
Closed -$236K – 44
2026
Q1 		$236K Sell
1,142
-760
-40% -$139K 0.15% 50
2025
Q4 		$290K Sell
1,902
-23
-1% -$3.5K 0.18% 43
2025
Q3 		$299K Buy
+1,925
New +$298K 0.26% 40
2025
Q2 		– Sell
-1,336
Closed -$224K – 48
2025
Q1 		$224K Sell
1,336
-107
-7% -$16.8K 0.15% 48
2024
Q4 		$209K Buy
+1,443
New +$221K 0.14% 53

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

GEN Financial Management's CVX Position: Q2 2026 in Review

GEN Financial Management sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,142 shares — an estimated $236K sold.

GEN Financial Management first reported a position in CVX in Q4 2024 and held it in 5 quarters. The position peaked at $299K in Q3 2025. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • GEN Financial Management reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • GEN Financial Management sold 1,142 Chevron shares in Q2 2026, an estimated $236K.
  • GEN Financial Management first reported a position in Chevron in Q4 2024 and held it in 5 quarters.
  • GEN Financial Management's Chevron position peaked at $299K in Q3 2025.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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