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Strategic Financial Concepts’s Chevron CVX Stock Holding History

Strategic Financial Concepts’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 		$440K Sell
2,654
-1,994
-43% -$371K 0.13% 145
2026
Q1 		$962K Buy
4,648
+1,956
+73% +$357K 0.24% 100
2025
Q4 		$410K Sell
2,692
-1,986
-42% -$302K 0.38% 70
2025
Q3 		$726K Buy
4,678
+99
+2% +$15.3K 0.11% 103
2025
Q2 		$656K Sell
4,579
-2,009
-30% -$283K 0.09% 119
2025
Q1 		$1.1M Buy
6,588
+1,236
+23% +$193K 0.21% 112
2024
Q4 		$775K Buy
5,352
+3,639
+212% +$557K 0.15% 143
2024
Q3 		$252K Sell
1,713
-256,330
-99% -$38.2M 0.08% 202
2024
Q2 		$592K Buy
258,043
+252,212
+4,325% +$40.2M 0.34% 68
2024
Q1 		$920K Buy
5,831
+1,260
+28% +$190K 0.22% 106
2023
Q4 		$682K Sell
4,571
-1,204
-21% -$182K 0.4% 64
2023
Q3 		$974K Buy
5,775
+476
+9% +$76.9K 0.33% 74
2023
Q2 		$834K Sell
5,299
-162
-3% -$26K 0.31% 84
2023
Q1 		$891K Buy
+5,461
New +$916K 0.36% 69

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

Strategic Financial Concepts's CVX Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Chevron (CVX) stake by 43% in Q2 2026, selling an estimated $371K and leaving 2,654 shares worth $440K. The position accounts for 0.13% of the portfolio, ranked #145.

Strategic Financial Concepts first reported a position in CVX in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.1M in Q1 2025. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Strategic Financial Concepts held 2,654 shares of Chevron worth $440K as of Q2 2026.
  • Strategic Financial Concepts sold 1,994 Chevron shares in Q2 2026, an estimated $371K.
  • Chevron made up 0.13% of Strategic Financial Concepts's portfolio in Q2 2026, its #145 holding.
  • Strategic Financial Concepts first reported a position in Chevron in Q1 2023 and has held it in 14 quarters since.
  • Strategic Financial Concepts's Chevron position peaked at $1.1M in Q1 2025.
  • 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.