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Snider Financial Group’s Chevron CVX Stock Holding History

Snider 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
-990
Closed -$205K – 104
2026
Q1 		$205K Buy
+990
New +$181K 0.06% 102

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Snider Financial Group sold out of Chevron (CVX) in Q2 2026, closing a stake of 990 shares — an estimated $205K sold.

Snider Financial Group first reported a position in CVX in Q1 2026 and held it in 1 quarter. The position peaked at $205K in Q1 2026. 883 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Snider Financial Group reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Snider Financial Group sold 990 Chevron shares in Q2 2026, an estimated $205K.
  • Snider Financial Group first reported a position in Chevron in Q1 2026 and held it in 1 quarter.
  • Snider Financial Group's Chevron position peaked at $205K in Q1 2026.
  • 883 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.