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Phillip James Consulting’s Chevron CVX Stock Holding History

Phillip James Consulting’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 		$28K Hold
169
– – 0.02% 118
2026
Q1 		$34K Buy
169
+12
+8% +$2.19K 0.03% 129
2025
Q4 		$26K Buy
+157
New +$23.9K 0.46% 39

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

Phillip James Consulting's CVX Position: Q2 2026 in Review

Phillip James Consulting held its Chevron (CVX) position steady in Q2 2026 at 169 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #118.

Phillip James Consulting first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $34K in Q1 2026. 4,096 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Phillip James Consulting held 169 shares of Chevron worth $28K as of Q2 2026.
  • Phillip James Consulting left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.02% of Phillip James Consulting's portfolio in Q2 2026, its #118 holding.
  • Phillip James Consulting first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Phillip James Consulting's Chevron position peaked at $34K in Q1 2026.
  • 4,096 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.