Sharp Financial Services’s Chevron CVX Stock Holding History

Sharp 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	$903K	Buy	5,446 +1,680	+45%	+$313K	0.42%	36
2026 Q1	$779K	Sell	3,766 -32	-0.8%	-$5.83K	0.38%	31
2025 Q4	$579K	Buy	3,798 +215	+6%	+$32.7K	0.29%	47
2025 Q3	$556K	Hold	3,583	–	–	0.3%	49
2025 Q2	$513K	Sell	3,583 -640	-15%	-$90.2K	0.33%	41
2025 Q1	$706K	Sell	4,223 -1,643	-28%	-$257K	0.54%	28
2024 Q4	$850K	Sell	5,866 -1,036	-15%	-$159K	0.64%	28
2024 Q3	$1.02M	Buy	6,902 +613	+10%	+$91.2K	0.78%	24
2024 Q2	$984K	Sell	6,289 -422	-6%	-$67.3K	0.84%	22
2024 Q1	$1.06M	Sell	6,711 -1,481	-18%	-$223K	0.98%	18
2023 Q4	$1.22M	Buy	+8,192	New	+$1.24M	1.33%	17

Other funds holding CVX

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sharp Financial Services's CVX Position: Q2 2026 in Review

Sharp Financial Services increased its Chevron (CVX) stake by 45% in Q2 2026, buying an estimated $313K and bringing the position to 5,446 shares worth $903K. The position accounts for 0.42% of the portfolio, ranked #36.

Sharp Financial Services first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q4 2023. 1,624 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Sharp Financial Services held 5,446 shares of Chevron worth $903K as of Q2 2026.
Sharp Financial Services bought 1,680 Chevron shares in Q2 2026, an estimated $313K.
Chevron made up 0.42% of Sharp Financial Services's portfolio in Q2 2026, its #36 holding.
Sharp Financial Services first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
Sharp Financial Services's Chevron position peaked at $1.22M in Q4 2023.
1,624 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.