PFG Investments’s Chevron CVX Stock Holding History

PFG Investments’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	$7.68M	Sell	46,356 -2,294	-5%	-$427K	0.3%	64
2026 Q1	$10.1M	Buy	48,650 +2,750	+6%	+$501K	0.47%	38
2025 Q4	$7M	Sell	45,900 -34	-0.1%	-$5.18K	0.33%	58
2025 Q3	$7.13M	Sell	45,934 -1,410	-3%	-$218K	0.37%	54
2025 Q2	$6.78M	Sell	47,344 -1,280	-3%	-$180K	0.4%	48
2025 Q1	$8.13M	Buy	48,624 +223	+0.5%	+$34.9K	0.52%	34
2024 Q4	$7.01M	Sell	48,401 -556	-1%	-$85.1K	0.44%	36
2024 Q3	$7.21M	Buy	48,957 +7,818	+19%	+$1.16M	0.47%	36
2024 Q2	$6.43M	Buy	41,139 +2,309	+6%	+$368K	0.46%	38
2024 Q1	$6.13M	Buy	38,830 +26,753	+222%	+$4.04M	0.37%	54
2023 Q4	$1.8M	Buy	12,077 +410	+4%	+$62K	0.33%	64
2023 Q3	$1.97M	Buy	11,667 +827	+8%	+$134K	0.37%	54
2023 Q2	$1.71M	Buy	10,840 +109	+1%	+$17.5K	0.3%	77
2023 Q1	$1.75M	Buy	+10,731	New	+$1.8M	0.36%	60

Other funds holding CVX

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

PFG Investments's CVX Position: Q2 2026 in Review

PFG Investments reduced its Chevron (CVX) stake by 4.7% in Q2 2026, selling an estimated $427K and leaving 46,356 shares worth $7.68M. The position accounts for 0.3% of the portfolio, ranked #64.

PFG Investments first reported a position in CVX in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.1M in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

PFG Investments held 46,356 shares of Chevron worth $7.68M as of Q2 2026.
PFG Investments sold 2,294 Chevron shares in Q2 2026, an estimated $427K.
Chevron made up 0.3% of PFG Investments's portfolio in Q2 2026, its #64 holding.
PFG Investments first reported a position in Chevron in Q1 2023 and has held it in 14 quarters since.
PFG Investments's Chevron position peaked at $10.1M in Q1 2026.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.