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Phoenix Financial’s Chevron CVX Stock Holding History

Phoenix Financial’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
2024
Q2 		– Sell
-10,200
Closed -$1.61K – 376
2024
Q1 		$1.61K Sell
10,200
-13,500
-57% -$2.04M ﹤0.01% 418
2023
Q4 		$3.54K Buy
+23,700
New +$3.58M ﹤0.01% 334

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

Phoenix Financial's CVX Position: Q2 2026 in Review

Phoenix Financial reduced its Chevron (CVX) stake by 49% in Q2 2026, selling an estimated $1.38M and leaving 7,707 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #236.

Phoenix Financial first reported a position in CVX in Q1 2020 and has held it in 15 quarters since. The position peaked at $17.8M in Q2 2020. 4,133 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Phoenix Financial held 7,707 shares of Chevron worth $1.28M as of Q2 2026.
  • Phoenix Financial sold 7,394 Chevron shares in Q2 2026, an estimated $1.38M.
  • Chevron made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #236 holding.
  • Phoenix Financial first reported a position in Chevron in Q1 2020 and has held it in 15 quarters since.
  • Phoenix Financial's Chevron position peaked at $17.8M in Q2 2020.
  • 4,133 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.