Slagle Financial’s Chevron CVX Stock Holding History

Slagle 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	$674K	Sell	4,068 -27,851	-87%	-$5.18M	0.2%	78
2026 Q1	$6.6M	Buy	31,919 +120	+0.4%	+$21.9K	2.18%	8
2025 Q4	$4.85M	Buy	31,799 +169	+0.5%	+$25.7K	1.69%	16
2025 Q3	$4.91M	Buy	31,630 +947	+3%	+$147K	1.8%	13
2025 Q2	$4.39M	Buy	30,683 +13,584	+79%	+$1.91M	1.77%	15
2025 Q1	$2.86M	Sell	17,099 -637	-4%	-$99.7K	1.27%	29
2024 Q4	$2.57M	Buy	17,736 +470	+3%	+$71.9K	1.16%	33
2024 Q3	$2.54M	Buy	17,266 +1,268	+8%	+$189K	1.13%	34
2024 Q2	$2.5M	Buy	15,998 +1,295	+9%	+$206K	1.28%	27
2024 Q1	$2.32M	Sell	14,703 -38,273	-72%	-$5.78M	1.26%	28
2023 Q4	$3.95M	Buy	52,976 +26,515	+100%	+$4.01M	2.26%	8
2023 Q3	$4.46M	Buy	26,461 +1,240	+5%	+$200K	2.74%	5
2023 Q2	$3.97M	Buy	+25,221	New	+$4.04M	2.47%	6

Other funds holding CVX

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Slagle Financial's CVX Position: Q2 2026 in Review

Slagle Financial reduced its Chevron (CVX) stake by 87% in Q2 2026, selling an estimated $5.18M and leaving 4,068 shares worth $674K. The position accounts for 0.2% of the portfolio, ranked #78.

Slagle Financial first reported a position in CVX in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.6M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Slagle Financial held 4,068 shares of Chevron worth $674K as of Q2 2026.
Slagle Financial sold 27,851 Chevron shares in Q2 2026, an estimated $5.18M.
Chevron made up 0.2% of Slagle Financial's portfolio in Q2 2026, its #78 holding.
Slagle Financial first reported a position in Chevron in Q2 2023 and has held it in 13 quarters since.
Slagle Financial's Chevron position peaked at $6.6M in Q1 2026.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.