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Marshall Financial Group (Maryland)’s Chevron CVX Stock Holding History

Marshall Financial Group (Maryland)’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 		$481K Sell
2,899
-339
-10% -$63.1K 0.07% 216
2026
Q1 		$670K Buy
3,238
+724
+29% +$132K 0.11% 178
2025
Q4 		$383K Sell
2,514
-5,637
-69% -$859K 0.07% 219
2025
Q3 		$1.27M Buy
+8,151
New +$1.26M 0.25% 95
2025
Q2 		– Sell
-1,454
Closed -$243K – 256
2025
Q1 		$243K Sell
1,454
-425
-23% -$66.5K 0.05% 208
2024
Q4 		$272K Buy
1,879
+507
+37% +$77.6K 0.07% 190
2024
Q3 		$202K Buy
+1,372
New +$204K 0.05% 211

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
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

Marshall Financial Group (Maryland)'s CVX Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Chevron (CVX) stake by 10% in Q2 2026, selling an estimated $63.1K and leaving 2,899 shares worth $481K. The position accounts for 0.07% of the portfolio, ranked #216.

Marshall Financial Group (Maryland) first reported a position in CVX in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q3 2025. 2,549 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Marshall Financial Group (Maryland) held 2,899 shares of Chevron worth $481K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 339 Chevron shares in Q2 2026, an estimated $63.1K.
  • Chevron made up 0.07% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #216 holding.
  • Marshall Financial Group (Maryland) first reported a position in Chevron in Q3 2024 and has held it in 7 quarters since.
  • Marshall Financial Group (Maryland)'s Chevron position peaked at $1.27M in Q3 2025.
  • 2,549 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.