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Patriot Financial Group Insurance Agency’s Chevron CVX Stock Holding History

Patriot Financial Group Insurance Agency’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 		$3.06M Sell
18,431
-19,717
-52% -$3.67M 0.31% 92
2026
Q1 		$7.89M Buy
38,148
+21,723
+132% +$3.96M 0.44% 54
2025
Q4 		$2.5M Buy
16,425
+7,570
+85% +$1.15M 0.3% 90
2025
Q3 		$1.38M Sell
8,855
-1,196
-12% -$185K 0.18% 153
2025
Q2 		$1.44M Buy
10,051
+418
+4% +$58.9K 0.17% 148
2025
Q1 		$1.61M Buy
9,633
+194
+2% +$30.4K 0.22% 116
2024
Q4 		$1.37M Buy
9,439
+696
+8% +$107K 0.18% 127
2024
Q3 		$1.29M Sell
8,743
-2,163
-20% -$322K 0.17% 137
2024
Q2 		$1.71M Buy
10,906
+740
+7% +$118K 0.25% 94
2024
Q1 		$1.6M Sell
10,166
-3,603
-26% -$544K 0.25% 93
2023
Q4 		$2.05M Buy
13,769
+1,033
+8% +$156K 0.39% 53
2023
Q3 		$2.15M Buy
12,736
+3,897
+44% +$629K 0.44% 47
2023
Q2 		$1.39M Buy
8,839
+1,019
+13% +$163K 0.26% 91
2023
Q1 		$1.28M Sell
7,820
-6
-0.1% -$1.01K 0.26% 91
2022
Q4 		$1.4M Buy
7,826
+417
+6% +$72.8K 0.19% 71
2022
Q3 		$1.06M Buy
7,409
+2,895
+64% +$442K 0.26% 88
2022
Q2 		$654K Sell
4,514
-448
-9% -$74.1K 0.13% 160
2022
Q1 		$808K Sell
4,962
-328
-6% -$47K 0.14% 162
2021
Q4 		$621K Sell
5,290
-139
-3% -$15.8K 0.1% 202
2021
Q3 		$551K Buy
5,429
+638
+13% +$63.6K 0.1% 215
2021
Q2 		$502K Buy
4,791
+734
+18% +$77.5K 0.09% 231
2021
Q1 		$425K Sell
4,057
-103
-2% -$10.1K 0.1% 219
2020
Q4 		$351K Buy
4,160
+2,168
+109% +$176K 0.09% 230
2020
Q3 		$143K Buy
1,992
+69
+4% +$5.8K 0.05% 329
2020
Q2 		$172K Sell
1,923
-225
-10% -$20.1K 0.07% 259
2020
Q1 		$156K Buy
2,148
+401
+23% +$39.6K 0.07% 252
2019
Q4 		$210K Sell
1,747
-25
-1% -$2.94K 0.08% 217
2019
Q3 		$210K Buy
1,772
+249
+16% +$30.2K 0.09% 200
2019
Q2 		$187K Buy
1,523
+47
+3% +$5.68K 0.08% 208
2019
Q1 		$182K Buy
1,476
+523
+55% +$61.9K 0.09% 182
2018
Q4 		$104K Sell
953
-7
-0.7% -$811 0.07% 204
2018
Q3 		$117K Buy
960
+212
+28% +$25.7K 0.07% 184
2018
Q2 		$95K Sell
748
-862
-54% -$107K 0.1% 122
2018
Q1 		$181K Buy
1,610
+141
+10% +$16.9K 0.13% 148
2017
Q4 		$189K Buy
1,469
+54
+4% +$6.4K 0.14% 130
2017
Q3 		$167K Buy
1,415
+228
+19% +$24.9K 0.15% 120
2017
Q2 		$122K Sell
1,187
-3
-0.3% -$318 0.13% 141
2017
Q1 		$129K Sell
1,190
-12
-1% -$1.35K 0.14% 123
2016
Q4 		$139K Buy
+1,202
New +$131K 0.19% 107

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

Patriot Financial Group Insurance Agency's CVX Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Chevron (CVX) stake by 52% in Q2 2026, selling an estimated $3.67M and leaving 18,431 shares worth $3.06M. The position accounts for 0.31% of the portfolio, ranked #92.

Patriot Financial Group Insurance Agency first reported a position in CVX in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.89M in Q1 2026. 2,652 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 18,431 shares of Chevron worth $3.06M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 19,717 Chevron shares in Q2 2026, an estimated $3.67M.
  • Chevron made up 0.31% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #92 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Chevron in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Chevron position peaked at $7.89M in Q1 2026.
  • 2,652 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.