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Principal Securities’s Chevron CVX Stock Holding History

Principal Securities’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 		$12.7M Buy
76,336
+2,957
+4% +$550K 0.15% 123
2026
Q1 		$15.2M Buy
73,379
+3,717
+5% +$678K 0.22% 88
2025
Q4 		$10.6M Buy
69,662
+4,662
+7% +$710K 0.16% 113
2025
Q3 		$10.1M Buy
65,000
+6,898
+12% +$1.07M 0.17% 113
2025
Q2 		$8.32M Buy
58,102
+6,383
+12% +$900K 0.16% 123
2025
Q1 		$7.49M Buy
51,719
+89
+0.2% +$13.9K 0.17% 123
2024
Q4 		$7.48M Buy
51,630
+5,202
+11% +$796K 0.17% 121
2024
Q3 		$6.84M Buy
46,428
+1,484
+3% +$221K 0.17% 119
2024
Q2 		$7.03M Buy
44,944
+4,464
+11% +$712K 0.19% 94
2024
Q1 		$6.39M Buy
40,480
+2,552
+7% +$385K 0.2% 100
2023
Q4 		$5.66M Buy
+37,928
New +$5.74M 0.21% 97

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

Principal Securities's CVX Position: Q2 2026 in Review

Principal Securities increased its Chevron (CVX) stake by 4% in Q2 2026, buying an estimated $550K and bringing the position to 76,336 shares worth $12.7M. The position accounts for 0.15% of the portfolio, ranked #123.

Principal Securities first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.2M in Q1 2026. 4,126 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Principal Securities held 76,336 shares of Chevron worth $12.7M as of Q2 2026.
  • Principal Securities bought 2,957 Chevron shares in Q2 2026, an estimated $550K.
  • Chevron made up 0.15% of Principal Securities's portfolio in Q2 2026, its #123 holding.
  • Principal Securities first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Chevron position peaked at $15.2M in Q1 2026.
  • 4,126 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.