Rik Saylor Financial’s Chevron CVX Stock Holding History

Rik Saylor 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
2026 Q2	$680K	Buy	4,102 +32	+0.8%	+$5.96K	0.45%	60
2026 Q1	$842K	Buy	4,070 +2	+0%	+$365	0.64%	49
2025 Q4	$620K	Buy	4,068 +2	+0%	+$305	0.45%	58
2025 Q3	$631K	Buy	4,066 +2	+0%	+$310	0.46%	59
2025 Q2	$582K	Buy	4,064 +19	+0.5%	+$2.68K	0.45%	59
2025 Q1	$677K	Buy	4,045 +17	+0.4%	+$2.66K	0.6%	49
2024 Q4	$583K	Buy	+4,028	New	+$617K	0.54%	53

Other funds holding CVX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Rik Saylor Financial's CVX Position: Q2 2026 in Review

Rik Saylor Financial increased its Chevron (CVX) stake by 0.79% in Q2 2026, buying an estimated $5.96K and bringing the position to 4,102 shares worth $680K. The position accounts for 0.45% of the portfolio, ranked #60.

Rik Saylor Financial first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $842K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Rik Saylor Financial held 4,102 shares of Chevron worth $680K as of Q2 2026.
Rik Saylor Financial bought 32 Chevron shares in Q2 2026, an estimated $5.96K.
Chevron made up 0.45% of Rik Saylor Financial's portfolio in Q2 2026, its #60 holding.
Rik Saylor Financial first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
Rik Saylor Financial's Chevron position peaked at $842K in Q1 2026.
2,430 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.