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Sovereign Financial Group’s Chevron CVX Stock Holding History

Sovereign 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 		$436K Sell
2,628
-280
-10% -$52.1K 0.07% 245
2026
Q1 		$602K Buy
2,908
+84
+3% +$15.3K 0.1% 175
2025
Q4 		$430K Buy
2,824
+30
+1% +$4.57K 0.07% 214
2025
Q3 		$434K Buy
2,794
+199
+8% +$30.8K 0.08% 205
2025
Q2 		$372K Sell
2,595
-300
-10% -$42.3K 0.08% 219
2025
Q1 		$484K Buy
2,895
+207
+8% +$32.4K 0.11% 166
2024
Q4 		$389K Sell
2,688
-496
-16% -$75.9K 0.09% 202
2024
Q3 		$469K Sell
3,184
-151
-5% -$22.5K 0.11% 170
2024
Q2 		$522K Buy
3,335
+32
+1% +$5.1K 0.13% 143
2024
Q1 		$521K Buy
3,303
+127
+4% +$19.2K 0.14% 148
2023
Q4 		$474K Sell
3,176
-734
-19% -$111K 0.14% 145
2023
Q3 		$659K Sell
3,910
-613
-14% -$99K 0.23% 92
2023
Q2 		$712K Buy
4,523
+561
+14% +$89.9K 0.23% 103
2023
Q1 		$646K Buy
3,962
+9
+0.2% +$1.51K 0.24% 104
2022
Q4 		$710K Buy
3,953
+1,455
+58% +$254K 0.28% 92
2022
Q3 		$359K Sell
2,498
-6
-0.2% -$915 0.15% 134
2022
Q2 		$363K Buy
2,504
+92
+4% +$15.2K 0.14% 136
2022
Q1 		$393K Buy
2,412
+283
+13% +$40.6K 0.15% 144
2021
Q4 		$250K Buy
+2,129
New +$242K 0.1% 176
2021
Q3 		– Sell
-2,053
Closed -$215K – 176
2021
Q2 		$215K Hold
2,053
– – 0.13% 153
2021
Q1 		$215K Buy
+2,053
New +$200K 0.13% 154

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

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

Sovereign Financial Group reduced its Chevron (CVX) stake by 9.6% in Q2 2026, selling an estimated $52.1K and leaving 2,628 shares worth $436K. The position accounts for 0.07% of the portfolio, ranked #245.

Sovereign Financial Group first reported a position in CVX in Q1 2021 and has held it in 21 quarters since. The position peaked at $712K in Q2 2023. 2,583 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sovereign Financial Group held 2,628 shares of Chevron worth $436K as of Q2 2026.
  • Sovereign Financial Group sold 280 Chevron shares in Q2 2026, an estimated $52.1K.
  • Chevron made up 0.07% of Sovereign Financial Group's portfolio in Q2 2026, its #245 holding.
  • Sovereign Financial Group first reported a position in Chevron in Q1 2021 and has held it in 21 quarters since.
  • Sovereign Financial Group's Chevron position peaked at $712K in Q2 2023.
  • 2,583 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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