Legacy Financial Group (Oklahoma)’s Chevron CVX Stock Holding History

Legacy Financial Group (Oklahoma)’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	$343K	Buy	2,071 +5	+0.2%	+$931	0.08%	68
2026 Q1	$427K	Sell	2,066 -11	-0.5%	-$2.01K	0.11%	55
2025 Q4	$317K	Sell	2,077 -23	-1%	-$3.5K	0.08%	65
2025 Q3	$326K	Sell	2,100 -1	-0%	-$155	0.09%	64
2025 Q2	$301K	Sell	2,101 -984	-32%	-$139K	0.09%	64
2025 Q1	$516K	Sell	3,085 -26	-0.8%	-$4.07K	0.17%	46
2024 Q4	$451K	Sell	3,111 -52	-2%	-$7.96K	0.15%	50
2024 Q3	$471K	Buy	3,163 +657	+26%	+$97.8K	0.16%	48
2024 Q2	$392K	Hold	2,506	–	–	0.15%	46
2024 Q1	$395K	Sell	2,506 -46	-2%	-$6.94K	0.16%	47
2023 Q4	$381K	Sell	2,552 -725	-22%	-$110K	0.17%	48
2023 Q3	$553K	Hold	3,277	–	–	0.27%	37
2023 Q2	$516K	Buy	3,277 +438	+15%	+$70.2K	0.26%	40
2023 Q1	$463K	Sell	2,839 -85	-3%	-$14.3K	0.26%	35
2022 Q4	$525K	Buy	+2,924	New	+$510K	0.32%	32

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 22.96% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Legacy Financial Group (Oklahoma)'s CVX Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) increased its Chevron (CVX) stake by 0.24% in Q2 2026, buying an estimated $931 and bringing the position to 2,071 shares worth $343K. The position accounts for 0.08% of the portfolio, ranked #68.

Legacy Financial Group (Oklahoma) first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $553K in Q3 2023. 2,444 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Legacy Financial Group (Oklahoma) held 2,071 shares of Chevron worth $343K as of Q2 2026.
Legacy Financial Group (Oklahoma) bought 5 Chevron shares in Q2 2026, an estimated $931.
Chevron made up 0.08% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #68 holding.
Legacy Financial Group (Oklahoma) first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
Legacy Financial Group (Oklahoma)'s Chevron position peaked at $553K in Q3 2023.
2,444 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.