Peterson Wealth Services’s Chevron CVX Stock Holding History

Peterson Wealth Services’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	$73.1K	Hold	441	–	–	0.02%	156
2026 Q1	$91.2K	Hold	441	–	–	0.02%	152
2025 Q4	$67.2K	Sell	441 -5,595	-93%	-$852K	0.02%	150
2025 Q3	$68.4K	Buy	6,036 +4,544	+305%	+$704K	0.02%	156
2025 Q2	$214K	Sell	1,492 -123	-8%	-$17.3K	0.06%	115
2025 Q1	$270K	Buy	1,615 +4	+0.2%	+$626	0.08%	111
2024 Q4	$233K	Buy	1,611 +14	+0.9%	+$2.14K	0.07%	111
2024 Q3	$235K	Buy	+1,597	New	+$238K	0.08%	113

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

Peterson Wealth Services's CVX Position: Q2 2026 in Review

Peterson Wealth Services held its Chevron (CVX) position steady in Q2 2026 at 441 shares worth $73.1K. The position accounts for 0.02% of the portfolio, ranked #156.

Peterson Wealth Services first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. The position peaked at $270K in Q1 2025. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Peterson Wealth Services held 441 shares of Chevron worth $73.1K as of Q2 2026.
Peterson Wealth Services left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.02% of Peterson Wealth Services's portfolio in Q2 2026, its #156 holding.
Peterson Wealth Services first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
Peterson Wealth Services's Chevron position peaked at $270K in Q1 2025.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.