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REAP Financial Group’s Chevron CVX Stock Holding History

REAP 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 		$152K Sell
916
-4
-0.4% -$745 0.03% 166
2026
Q1 		$190K Buy
920
+11
+1% +$2.01K 0.04% 134
2025
Q4 		$138K Buy
909
+143
+19% +$21.8K 0.03% 162
2025
Q3 		$119K Buy
766
+62
+9% +$9.6K 0.03% 160
2025
Q2 		$101K Buy
704
+369
+110% +$52K 0.02% 175
2025
Q1 		$56.1K Buy
335
+81
+32% +$12.7K 0.01% 203
2024
Q4 		$36.7K Sell
254
-128
-34% -$19.6K 0.01% 233
2024
Q3 		$56.2K Sell
382
-47
-11% -$7K 0.01% 193
2024
Q2 		$67K Sell
429
-195
-31% -$31.1K 0.02% 175
2024
Q1 		$98.4K Sell
624
-1,647
-73% -$249K 0.03% 159
2023
Q4 		$339K Buy
+2,271
New +$343K 0.1% 98

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.94% 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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

REAP Financial Group reduced its Chevron (CVX) stake by 0.43% in Q2 2026, selling an estimated $745 and leaving 916 shares worth $152K. The position accounts for 0.03% of the portfolio, ranked #166.

REAP Financial Group first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $339K in Q4 2023. 2,333 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • REAP Financial Group held 916 shares of Chevron worth $152K as of Q2 2026.
  • REAP Financial Group sold 4 Chevron shares in Q2 2026, an estimated $745.
  • Chevron made up 0.03% of REAP Financial Group's portfolio in Q2 2026, its #166 holding.
  • REAP Financial Group first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • REAP Financial Group's Chevron position peaked at $339K in Q4 2023.
  • 2,333 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.