PFC Capital Group’s Chevron CVX Stock Holding History

PFC Capital Group’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	$523K	Hold	3,160	–	–	0.2%	60
2026 Q1	$653K	Sell	3,160 -35	-1%	-$6.38K	0.29%	57
2025 Q4	$486K	Sell	3,195 -1,485	-32%	-$226K	0.2%	64
2025 Q3	$726K	Buy	4,680 +67	+1%	+$10.4K	0.31%	59
2025 Q2	$660K	Sell	4,613 -1,878	-29%	-$265K	0.31%	59
2025 Q1	$1.08M	Sell	6,491 -105	-2%	-$16.4K	0.55%	36
2024 Q4	$955K	Sell	6,596 -774	-11%	-$118K	0.46%	40
2024 Q3	$1.08M	Buy	7,370 +415	+6%	+$61.8K	0.52%	37
2024 Q2	$1.09M	Sell	6,955 -75	-1%	-$12K	0.54%	35
2024 Q1	$1.11M	Sell	7,030 -265	-4%	-$40K	0.6%	36
2023 Q4	$1.09M	Buy	+7,295	New	+$1.1M	0.65%	34

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

PFC Capital Group's CVX Position: Q2 2026 in Review

PFC Capital Group held its Chevron (CVX) position steady in Q2 2026 at 3,160 shares worth $523K. The position accounts for 0.2% of the portfolio, ranked #60.

PFC Capital Group first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.11M in Q1 2024. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

PFC Capital Group held 3,160 shares of Chevron worth $523K as of Q2 2026.
PFC Capital Group left its Chevron share count unchanged in Q2 2026.
Chevron made up 0.2% of PFC Capital Group's portfolio in Q2 2026, its #60 holding.
PFC Capital Group first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
PFC Capital Group's Chevron position peaked at $1.11M in Q1 2024.
2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on PFC Capital Group's 13F filing for Q2 2026, filed 6 Aug 2026.