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Sprinkle Financial Consultants’s Chevron CVX Stock Holding History

Sprinkle Financial Consultants’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 		$567K Buy
3,423
+192
+6% +$35.7K 0.22% 71
2026
Q1 		$669K Hold
3,231
– – 0.31% 58
2025
Q4 		$492K Sell
3,231
-1,016
-24% -$155K 0.25% 62
2025
Q3 		$659K Buy
4,247
+46
+1% +$7.12K 0.37% 52
2025
Q2 		$602K Sell
4,201
-47
-1% -$6.63K 0.37% 53
2025
Q1 		$711K Sell
4,248
-48
-1% -$7.51K 0.45% 42
2024
Q4 		$622K Sell
4,296
-421
-9% -$64.4K 0.42% 42
2024
Q3 		$695K Sell
4,717
-46
-1% -$6.85K 0.5% 41
2024
Q2 		$745K Sell
4,763
-152
-3% -$24.2K 0.59% 35
2024
Q1 		$775K Buy
4,915
+4
+0.1% +$604 0.66% 31
2023
Q4 		$733K Buy
+4,911
New +$743K 0.75% 28

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Sprinkle Financial Consultants's CVX Position: Q2 2026 in Review

Sprinkle Financial Consultants increased its Chevron (CVX) stake by 5.9% in Q2 2026, buying an estimated $35.7K and bringing the position to 3,423 shares worth $567K. The position accounts for 0.22% of the portfolio, ranked #71.

Sprinkle Financial Consultants first reported a position in CVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $775K in Q1 2024. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Sprinkle Financial Consultants held 3,423 shares of Chevron worth $567K as of Q2 2026.
  • Sprinkle Financial Consultants bought 192 Chevron shares in Q2 2026, an estimated $35.7K.
  • Chevron made up 0.22% of Sprinkle Financial Consultants's portfolio in Q2 2026, its #71 holding.
  • Sprinkle Financial Consultants first reported a position in Chevron in Q4 2023 and has held it in 11 quarters since.
  • Sprinkle Financial Consultants's Chevron position peaked at $775K in Q1 2024.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.