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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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Phoenix Financial's CVX Position: Q1 2026 in Review

Phoenix Financial reduced its Chevron (CVX) stake by 67% in Q1 2026, selling an estimated $5.6M and leaving 15,101 shares worth $3.1M. The position accounts for 0.03% of the portfolio, ranked #145.

Phoenix Financial first reported a position in CVX in Q1 2020 and has held it in 14 quarters since. The position peaked at $17.8M in Q2 2020. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Phoenix Financial held 15,101 shares of Chevron worth $3.1M as of Q1 2026.
  • Phoenix Financial sold 30,717 Chevron shares in Q1 2026, an estimated $5.6M.
  • Chevron made up 0.03% of Phoenix Financial's portfolio in Q1 2026, its #145 holding.
  • Phoenix Financial first reported a position in Chevron in Q1 2020 and has held it in 14 quarters since.
  • Phoenix Financial's Chevron position peaked at $17.8M in Q2 2020.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.