Parr McKnight Wealth Management Group’s Chevron CVX Stock Holding History

Parr McKnight Wealth Management 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	$7.64M	Sell	46,120 -14,069	-23%	-$2.62M	0.91%	30
2026 Q1	$12.5M	Sell	60,189 -11,585	-16%	-$2.11M	1.63%	10
2025 Q4	$10.9M	Buy	71,774 +840	+1%	+$128K	1.43%	11
2025 Q3	$11M	Buy	70,934 +2,161	+3%	+$335K	1.45%	12
2025 Q2	$9.85M	Buy	68,773 +6,823	+11%	+$962K	1.35%	12
2025 Q1	$10.4M	Buy	61,950 +6,111	+11%	+$957K	1.49%	9
2024 Q4	$8.09M	Buy	+55,839	New	+$8.55M	1.16%	16

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 22.94% 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

Parr McKnight Wealth Management Group's CVX Position: Q2 2026 in Review

Parr McKnight Wealth Management Group reduced its Chevron (CVX) stake by 23% in Q2 2026, selling an estimated $2.62M and leaving 46,120 shares worth $7.64M. The position accounts for 0.91% of the portfolio, ranked #30.

Parr McKnight Wealth Management Group first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.5M in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Parr McKnight Wealth Management Group held 46,120 shares of Chevron worth $7.64M as of Q2 2026.
Parr McKnight Wealth Management Group sold 14,069 Chevron shares in Q2 2026, an estimated $2.62M.
Chevron made up 0.91% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #30 holding.
Parr McKnight Wealth Management Group first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
Parr McKnight Wealth Management Group's Chevron position peaked at $12.5M in Q1 2026.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.