PFM
CVX icon

Phillips Financial Management’s Chevron CVX Stock Holding History

Phillips Financial Management’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 		$241K Buy
1,453
+17
+1% +$3.16K 0.02% 182
2026
Q1 		$297K Sell
1,436
-86
-6% -$15.7K 0.02% 164
2025
Q4 		$232K Sell
1,522
-826
-35% -$126K 0.01% 191
2025
Q3 		$365K Buy
2,348
+841
+56% +$130K 0.02% 160
2025
Q2 		$216K Buy
1,507
+215
+17% +$30.3K 0.02% 180
2025
Q1 		$216K Buy
+1,292
New +$202K 0.02% 176

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
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
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Phillips Financial Management's CVX Position: Q2 2026 in Review

Phillips Financial Management increased its Chevron (CVX) stake by 1.2% in Q2 2026, buying an estimated $3.16K and bringing the position to 1,453 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #182.

Phillips Financial Management first reported a position in CVX in Q1 2025 and has held it in 6 quarters since. The position peaked at $365K in Q3 2025. 2,445 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Phillips Financial Management held 1,453 shares of Chevron worth $241K as of Q2 2026.
  • Phillips Financial Management bought 17 Chevron shares in Q2 2026, an estimated $3.16K.
  • Chevron made up 0.02% of Phillips Financial Management's portfolio in Q2 2026, its #182 holding.
  • Phillips Financial Management first reported a position in Chevron in Q1 2025 and has held it in 6 quarters since.
  • Phillips Financial Management's Chevron position peaked at $365K in Q3 2025.
  • 2,445 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.