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Park Square Financial Group’s Chevron CVX Stock Holding History

Park Square 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 		$7.29K Sell
44
-10
-19% -$1.86K 0.07% 97
2026
Q1 		$11.2K Sell
54
-75
-58% -$13.7K 0.08% 80
2025
Q4 		$18.7K Buy
129
+26
+25% +$3.96K 0.11% 91
2025
Q3 		$16K Sell
103
-771
-88% -$119K 0.07% 117
2025
Q2 		$125K Sell
874
-93
-10% -$13.1K 0.09% 167
2025
Q1 		$162K Buy
967
+258
+36% +$40.4K 0.13% 109
2024
Q4 		$103K Buy
+709
New +$109K 0.07% 176

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
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

Park Square Financial Group's CVX Position: Q2 2026 in Review

Park Square Financial Group reduced its Chevron (CVX) stake by 19% in Q2 2026, selling an estimated $1.86K and leaving 44 shares worth $7.29K. The position accounts for 0.07% of the portfolio, ranked #97.

Park Square Financial Group first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $162K in Q1 2025. 2,286 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Park Square Financial Group held 44 shares of Chevron worth $7.29K as of Q2 2026.
  • Park Square Financial Group sold 10 Chevron shares in Q2 2026, an estimated $1.86K.
  • Chevron made up 0.07% of Park Square Financial Group's portfolio in Q2 2026, its #97 holding.
  • Park Square Financial Group first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's Chevron position peaked at $162K in Q1 2025.
  • 2,286 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.