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Personal CFO Solutions’s Chevron CVX Stock Holding History

Personal CFO Solutions’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 		$4.03M Buy
24,314
+52
+0.2% +$9.68K 0.58% 25
2026
Q1 		$5.02M Sell
24,262
-927
-4% -$169K 0.71% 26
2025
Q4 		$3.84M Buy
25,189
+458
+2% +$69.8K 0.61% 28
2025
Q3 		$3.84M Buy
24,731
+6,487
+36% +$1M 0.67% 25
2025
Q2 		$2.61M Buy
18,244
+230
+1% +$32.4K 0.48% 35
2025
Q1 		$3.01M Buy
18,014
+507
+3% +$79.4K 0.61% 25
2024
Q4 		$2.54M Buy
17,507
+521
+3% +$79.7K 0.5% 34
2024
Q3 		$2.5M Sell
16,986
-450
-3% -$67K 0.35% 58
2024
Q2 		$2.73M Sell
17,436
-85
-0.5% -$13.6K 0.42% 45
2024
Q1 		$2.76M Buy
17,521
+736
+4% +$111K 0.43% 44
2023
Q4 		$2.5M Buy
16,785
+1,758
+12% +$266K 0.43% 43
2023
Q3 		$2.53M Buy
15,027
+596
+4% +$96.3K 0.5% 39
2023
Q2 		$2.27M Buy
14,431
+339
+2% +$54.3K 0.46% 43
2023
Q1 		$2.3M Buy
14,092
+364
+3% +$61K 0.47% 43
2022
Q4 		$2.46M Buy
13,728
+358
+3% +$62.5K 0.52% 38
2022
Q3 		$1.92M Sell
13,370
-72
-0.5% -$11K 0.48% 45
2022
Q2 		$1.95M Buy
13,442
+117
+0.9% +$19.3K 0.46% 46
2022
Q1 		$2.17M Sell
13,325
-918
-6% -$132K 0.43% 46
2021
Q4 		$1.67M Buy
14,243
+132
+0.9% +$15K 0.31% 58
2021
Q3 		$1.43M Sell
14,111
-123
-0.9% -$12.3K 0.29% 65
2021
Q2 		$1.49M Buy
14,234
+6,296
+79% +$665K 0.31% 61
2021
Q1 		$832K Buy
7,938
+276
+4% +$26.9K 0.18% 106
2020
Q4 		$647K Sell
7,662
-6,114
-44% -$495K 0.16% 118
2020
Q3 		$1M Buy
13,776
+5,623
+69% +$473K 0.33% 68
2020
Q2 		$727K Sell
8,153
-256
-3% -$22.9K 0.22% 96
2020
Q1 		$609K Sell
8,409
-1,071
-11% -$106K 0.22% 101
2019
Q4 		$1.15M Buy
9,480
+144
+2% +$17K 0.33% 63
2019
Q3 		$1.2M Buy
+9,336
New +$1.13M 0.48% 47

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Personal CFO Solutions's CVX Position: Q2 2026 in Review

Personal CFO Solutions increased its Chevron (CVX) stake by 0.21% in Q2 2026, buying an estimated $9.68K and bringing the position to 24,314 shares worth $4.03M. The position accounts for 0.58% of the portfolio, ranked #25.

Personal CFO Solutions first reported a position in CVX in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.02M in Q1 2026. 4,122 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Personal CFO Solutions held 24,314 shares of Chevron worth $4.03M as of Q2 2026.
  • Personal CFO Solutions bought 52 Chevron shares in Q2 2026, an estimated $9.68K.
  • Chevron made up 0.58% of Personal CFO Solutions's portfolio in Q2 2026, its #25 holding.
  • Personal CFO Solutions first reported a position in Chevron in Q3 2019 and has held it in 28 quarters since.
  • Personal CFO Solutions's Chevron position peaked at $5.02M in Q1 2026.
  • 4,122 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.