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Shum Financial Group’s Chevron CVX Stock Holding History

Shum 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
-3,096
Closed -$641K – 107
2026
Q1 		$641K Sell
3,096
-948
-23% -$173K 0.45% 58
2025
Q4 		$616K Sell
4,044
-16
-0.4% -$2.44K 0.44% 59
2025
Q3 		$630K Buy
+4,060
New +$629K 0.47% 53
2025
Q1 		$724K Buy
4,326
+7
+0.2% +$1.1K 0.63% 51
2024
Q4 		$626K Buy
4,319
+72
+2% +$11K 0.54% 58
2024
Q3 		$652K Buy
+4,247
New +$632K 0.54% 63

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 22.96% 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
HighTower Advisors
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

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

Shum Financial Group sold out of Chevron (CVX) in Q2 2026, closing a stake of 3,096 shares — an estimated $641K sold.

Shum Financial Group first reported a position in CVX in Q3 2024 and held it in 6 quarters. The position peaked at $724K in Q1 2025. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Shum Financial Group reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Shum Financial Group sold 3,096 Chevron shares in Q2 2026, an estimated $641K.
  • Shum Financial Group first reported a position in Chevron in Q3 2024 and held it in 6 quarters.
  • Shum Financial Group's Chevron position peaked at $724K in Q1 2025.
  • 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.