SageGuard Financial Group’s Chevron CVX Stock Holding History

SageGuard 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	$4.04M	Sell	24,390 -1,550	-6%	-$288K	0.57%	61
2026 Q1	$5.37M	Buy	25,940 +1,513	+6%	+$276K	0.83%	40
2025 Q4	$3.72M	Buy	+24,427	New	+$3.72M	0.59%	42
2021 Q3	–	Sell	-26,078	Closed	-$2.73M	–	46
2021 Q2	$2.73M	Buy	26,078 +4,135	+19%	+$437K	1.24%	22
2021 Q1	$2.31M	Buy	21,943 +1,183	+6%	+$116K	1.07%	26
2020 Q4	$1.76M	Buy	+20,760	New	+$1.68M	0.85%	27

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

SageGuard Financial Group reduced its Chevron (CVX) stake by 6% in Q2 2026, selling an estimated $288K and leaving 24,390 shares worth $4.04M. The position accounts for 0.57% of the portfolio, ranked #61.

SageGuard Financial Group first reported a position in CVX in Q4 2020 and has held it in 6 quarters since. The position peaked at $5.37M in Q1 2026. 2,739 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

SageGuard Financial Group held 24,390 shares of Chevron worth $4.04M as of Q2 2026.
SageGuard Financial Group sold 1,550 Chevron shares in Q2 2026, an estimated $288K.
Chevron made up 0.57% of SageGuard Financial Group's portfolio in Q2 2026, its #61 holding.
SageGuard Financial Group first reported a position in Chevron in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's Chevron position peaked at $5.37M in Q1 2026.
2,739 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.