Penney Financial’s Chevron CVX Stock Holding History

Penney Financial’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	$721K	Hold	4,349	–	–	0.25%	32
2026 Q1	$900K	Sell	4,349 -1,159	-21%	-$211K	0.35%	24
2025 Q4	$839K	Hold	5,508	–	–	0.32%	27
2025 Q3	$855K	Buy	5,508 +173	+3%	+$26.8K	0.38%	26
2025 Q2	$764K	Hold	5,335	–	–	0.39%	23
2025 Q1	$892K	Sell	5,335 -240	-4%	-$37.6K	0.59%	16
2024 Q4	$807K	Hold	5,575	–	–	0.54%	16
2024 Q3	$821K	Buy	5,575 +18	+0.3%	+$2.68K	0.56%	16
2024 Q2	$869K	Hold	5,557	–	–	0.64%	16
2024 Q1	$877K	Sell	5,557 -441	-7%	-$66.5K	0.65%	15
2023 Q4	$895K	Buy	+5,998	New	+$907K	0.74%	16

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Penney Financial's CVX Position: Q2 2026 in Review

Penney Financial held its Chevron (CVX) position steady in Q2 2026 at 4,349 shares worth $721K. The position accounts for 0.25% of the portfolio, ranked #32.

Penney Financial first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $900K in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Penney Financial held 4,349 shares of Chevron worth $721K as of Q2 2026.
Penney Financial left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.25% of Penney Financial's portfolio in Q2 2026, its #32 holding.
Penney Financial first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Penney Financial's Chevron position peaked at $900K in Q1 2026.
1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.