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Stonebridge Financial Group (Pennsylvania)’s Chevron CVX Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$1.03M Buy
6,200
+25
+0.4% +$4.65K 0.08% 127
2026
Q1 		$1.28M Buy
6,175
+437
+8% +$79.7K 0.11% 115
2025
Q4 		$874K Buy
5,738
+180
+3% +$27.4K 0.07% 124
2025
Q3 		$863K Buy
5,558
+98
+2% +$15.2K 0.08% 123
2025
Q2 		$782K Sell
5,460
-406
-7% -$57.2K 0.08% 125
2025
Q1 		$981K Buy
5,866
+22
+0.4% +$3.44K 0.1% 107
2024
Q4 		$846K Buy
+5,844
New +$895K 0.09% 117

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s CVX Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Chevron (CVX) stake by 0.4% in Q2 2026, buying an estimated $4.65K and bringing the position to 6,200 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #127.

Stonebridge Financial Group (Pennsylvania) first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q1 2026. 3,588 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 6,200 shares of Chevron worth $1.03M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 25 Chevron shares in Q2 2026, an estimated $4.65K.
  • Chevron made up 0.08% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #127 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s Chevron position peaked at $1.28M in Q1 2026.
  • 3,588 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.