OmniStar Financial Group’s Chevron CVX Stock Holding History

OmniStar Financial Group’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	-1,380	Closed	-$286K	–	120
2026 Q1	$286K	Buy	+1,380	New	+$252K	0.15%	102
2025 Q3	–	Sell	-5,685	Closed	-$814K	–	122
2025 Q2	$814K	Buy	5,685 +1,136	+25%	+$160K	0.61%	50
2025 Q1	$768K	Buy	4,549 +1,080	+31%	+$169K	0.61%	53
2024 Q4	$502K	Sell	3,469 -1,229	-26%	-$188K	0.4%	85
2024 Q3	$694K	Buy	+4,698	New	+$699K	0.52%	83
2020 Q2	–	Sell	-7,352	Closed	-$533K	–	156
2020 Q1	$533K	Buy	+7,352	New	+$726K	0.52%	60

Other funds holding CVX

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

Bank of New York Mellon New York $609B AUM 40.19% 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

OmniStar Financial Group's CVX Position: Q2 2026 in Review

OmniStar Financial Group sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,380 shares — an estimated $286K sold.

OmniStar Financial Group first reported a position in CVX in Q1 2020 and held it in 6 quarters. The position peaked at $814K in Q2 2025. 2,508 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

OmniStar Financial Group reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
OmniStar Financial Group sold 1,380 Chevron shares in Q2 2026, an estimated $286K.
OmniStar Financial Group first reported a position in Chevron in Q1 2020 and held it in 6 quarters.
OmniStar Financial Group's Chevron position peaked at $814K in Q2 2025.
2,508 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on OmniStar Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.