Peak Financial Management’s Chevron CVX Stock Holding History

Peak Financial Management’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	-1,134	Closed	-$235K	–	116
2026 Q1	$235K	Buy	+1,134	New	+$207K	0.06%	87
2025 Q2	–	Sell	-1,217	Closed	-$204K	–	98
2025 Q1	$204K	Buy	+1,217	New	+$191K	0.06%	93
2024 Q1	–	Sell	-1,617	Closed	-$241K	–	97
2023 Q4	$241K	Buy	1,617 +381	+31%	+$57.6K	0.08%	70
2023 Q3	$208K	Buy	+1,236	New	+$200K	0.08%	70
2023 Q1	–	Sell	-1,164	Closed	-$209K	–	71
2022 Q4	$209K	Buy	+1,164	New	+$203K	0.08%	69
2022 Q2	–	Sell	-2,045	Closed	-$333K	–	71
2022 Q1	$333K	Buy	+2,045	New	+$293K	0.11%	57

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Peak Financial Management's CVX Position: Q2 2026 in Review

Peak Financial Management sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,134 shares — an estimated $235K sold.

Peak Financial Management first reported a position in CVX in Q1 2022 and held it in 6 quarters. The position peaked at $333K in Q1 2022. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Peak Financial Management reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
Peak Financial Management sold 1,134 Chevron shares in Q2 2026, an estimated $235K.
Peak Financial Management first reported a position in Chevron in Q1 2022 and held it in 6 quarters.
Peak Financial Management's Chevron position peaked at $333K in Q1 2022.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.