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Stiles Financial Services’s Chevron CVX Stock Holding History

Stiles Financial Services’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 		$713K Sell
4,302
-98
-2% -$18.2K 0.18% 102
2026
Q1 		$910K Buy
4,400
+119
+3% +$21.7K 0.28% 87
2025
Q4 		$652K Sell
4,281
-115
-3% -$17.5K 0.2% 106
2025
Q3 		$683K Sell
4,396
-63
-1% -$9.76K 0.22% 103
2025
Q2 		$639K Buy
4,459
+147
+3% +$20.7K 0.22% 102
2025
Q1 		$722K Sell
4,312
-189
-4% -$29.6K 0.28% 90
2024
Q4 		$652K Buy
4,501
+155
+4% +$23.7K 0.24% 98
2024
Q3 		$640K Sell
4,346
-46
-1% -$6.85K 0.23% 95
2024
Q2 		$687K Sell
4,392
-178
-4% -$28.4K 0.26% 86
2024
Q1 		$721K Buy
4,570
+212
+5% +$32K 0.29% 84
2023
Q4 		$650K Buy
4,358
+7
+0.2% +$1.06K 0.3% 91
2023
Q3 		$734K Buy
4,351
+44
+1% +$7.11K 0.38% 79
2023
Q2 		$678K Buy
4,307
+56
+1% +$8.98K 0.34% 84
2023
Q1 		$694K Sell
4,251
-352
-8% -$59K 0.37% 80
2022
Q4 		$826K Sell
4,603
-179
-4% -$31.2K 0.47% 63
2022
Q3 		$687K Sell
4,782
-725
-13% -$111K 0.42% 69
2022
Q2 		$797K Sell
5,507
-162
-3% -$26.8K 0.48% 64
2022
Q1 		$916K Buy
5,669
+5
+0.1% +$717 0.46% 63
2021
Q4 		$665K Buy
+5,664
New +$643K 0.32% 88

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Stiles Financial Services's CVX Position: Q2 2026 in Review

Stiles Financial Services reduced its Chevron (CVX) stake by 2.2% in Q2 2026, selling an estimated $18.2K and leaving 4,302 shares worth $713K. The position accounts for 0.18% of the portfolio, ranked #102.

Stiles Financial Services first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $916K in Q1 2022. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Stiles Financial Services held 4,302 shares of Chevron worth $713K as of Q2 2026.
  • Stiles Financial Services sold 98 Chevron shares in Q2 2026, an estimated $18.2K.
  • Chevron made up 0.18% of Stiles Financial Services's portfolio in Q2 2026, its #102 holding.
  • Stiles Financial Services first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Stiles Financial Services's Chevron position peaked at $916K in Q1 2022.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.