IF
CVX icon

IRON Financial’s Chevron CVX Stock Holding History

IRON Financial’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 		$254K Buy
1,530
+63
+4% +$11.7K 0.1% 127
2026
Q1 		$304K Sell
1,467
-126
-8% -$23K 0.13% 95
2025
Q4 		$243K Sell
1,593
-42
-3% -$6.4K 0.11% 112
2025
Q3 		$254K Buy
1,635
+230
+16% +$35.6K 0.12% 104
2025
Q2 		$201K Buy
1,405
+7
+0.5% +$987 0.1% 125
2025
Q1 		$234K Buy
+1,398
New +$219K 0.13% 93

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

IRON Financial's CVX Position: Q2 2026 in Review

IRON Financial increased its Chevron (CVX) stake by 4.3% in Q2 2026, buying an estimated $11.7K and bringing the position to 1,530 shares worth $254K. The position accounts for 0.1% of the portfolio, ranked #127.

IRON Financial first reported a position in CVX in Q1 2025 and has held it in 6 quarters since. The position peaked at $304K in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • IRON Financial held 1,530 shares of Chevron worth $254K as of Q2 2026.
  • IRON Financial bought 63 Chevron shares in Q2 2026, an estimated $11.7K.
  • Chevron made up 0.1% of IRON Financial's portfolio in Q2 2026, its #127 holding.
  • IRON Financial first reported a position in Chevron in Q1 2025 and has held it in 6 quarters since.
  • IRON Financial's Chevron position peaked at $304K in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.