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Provident Living Financial Services’s Chevron CVX Stock Holding History

Provident Living Financial Services’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 		$843K Buy
5,088
+258
+5% +$48K 0.83% 25
2026
Q1 		$999K Sell
4,830
-33
-0.7% -$6.02K 1.1% 22
2025
Q4 		$741K Buy
+4,863
New +$741K 0.73% 27

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Provident Living Financial Services's CVX Position: Q2 2026 in Review

Provident Living Financial Services increased its Chevron (CVX) stake by 5.3% in Q2 2026, buying an estimated $48K and bringing the position to 5,088 shares worth $843K. The position accounts for 0.83% of the portfolio, ranked #25.

Provident Living Financial Services first reported a position in CVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $999K in Q1 2026. 2,606 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Provident Living Financial Services held 5,088 shares of Chevron worth $843K as of Q2 2026.
  • Provident Living Financial Services bought 258 Chevron shares in Q2 2026, an estimated $48K.
  • Chevron made up 0.83% of Provident Living Financial Services's portfolio in Q2 2026, its #25 holding.
  • Provident Living Financial Services first reported a position in Chevron in Q4 2025 and has held it in 3 quarters since.
  • Provident Living Financial Services's Chevron position peaked at $999K in Q1 2026.
  • 2,606 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Provident Living Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.