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Sound Income Strategies’s Chevron CVX Stock Holding History

Sound Income Strategies’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
2021
Q2 		– Sell
-2
Closed -$43 – 909
2021
Q1 		$43 Buy
+2
New +$195 ﹤0.01% 952

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Sound Income Strategies's CVX Position: Q2 2026 in Review

Sound Income Strategies increased its Chevron (CVX) stake by 11% in Q2 2026, buying an estimated $122K and bringing the position to 6,644 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #202.

Sound Income Strategies first reported a position in CVX in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.18M in Q1 2026. 2,753 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sound Income Strategies held 6,644 shares of Chevron worth $1.1M as of Q2 2026.
  • Sound Income Strategies bought 653 Chevron shares in Q2 2026, an estimated $122K.
  • Chevron made up 0.05% of Sound Income Strategies's portfolio in Q2 2026, its #202 holding.
  • Sound Income Strategies first reported a position in Chevron in Q4 2017 and has held it in 35 quarters since.
  • Sound Income Strategies's Chevron position peaked at $1.18M in Q1 2026.
  • 2,753 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.