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Putney Financial Group’s Chevron CVX Stock Holding History

Putney Financial Group’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 		– Sell
-1,789
Closed -$370K – 82
2026
Q1 		$370K Sell
1,789
-65
-4% -$11.9K 0.37% 49
2025
Q4 		$283K Buy
+1,854
New +$282K 0.26% 66
2025
Q3 		– Sell
-1,179
Closed -$169K – 126
2025
Q2 		$169K Sell
1,179
-350
-23% -$49.3K 0.17% 68
2025
Q1 		$256K Sell
1,529
-1,114
-42% -$174K 0.27% 60
2024
Q4 		$383K Buy
+2,643
New +$405K 0.34% 47

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Putney Financial Group's CVX Position: Q2 2026 in Review

Putney Financial Group sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,789 shares — an estimated $370K sold.

Putney Financial Group first reported a position in CVX in Q4 2024 and held it in 5 quarters. The position peaked at $383K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Putney Financial Group reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Putney Financial Group sold 1,789 Chevron shares in Q2 2026, an estimated $370K.
  • Putney Financial Group first reported a position in Chevron in Q4 2024 and held it in 5 quarters.
  • Putney Financial Group's Chevron position peaked at $383K in Q4 2024.
  • 1,276 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.