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Symphony Financial’s Chevron CVX Stock Holding History

Symphony Financial’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 		$3.22M Sell
19,135
-215
-1% -$40K 0.35% 64
2026
Q1 		$4.09M Buy
19,350
+2,981
+18% +$544K 0.54% 47
2025
Q4 		$2.49M Sell
16,369
-9,932
-38% -$1.51M 0.33% 66
2025
Q3 		$4.06M Sell
26,301
-369
-1% -$57.1K 0.49% 52
2025
Q2 		$3.79M Buy
26,670
+21,146
+383% +$2.98M 0.5% 53
2025
Q1 		$736K Sell
5,524
-25,052
-82% -$3.92M 0.44% 47
2024
Q4 		$4.83M Buy
30,576
+1,940
+7% +$297K 0.76% 37
2024
Q3 		$4.2M Buy
28,636
+1,902
+7% +$283K 0.69% 39
2024
Q2 		$4.18M Buy
26,734
+4,739
+22% +$756K 0.76% 37
2024
Q1 		$3.47M Sell
21,995
-2,318
-10% -$350K 0.81% 34
2023
Q4 		$3.51M Buy
24,313
+7,383
+44% +$1.12M 0.75% 35
2023
Q3 		$2.82M Buy
16,930
+3,625
+27% +$586K 0.69% 29
2023
Q2 		$2.08M Sell
13,305
-4
-0% -$641 0.51% 48
2023
Q1 		$2.16M Buy
13,309
+1,018
+8% +$171K 0.56% 39
2022
Q4 		$2.12M Sell
12,291
-480
-4% -$83.8K 0.56% 43
2022
Q3 		$1.85M Buy
12,771
+2,777
+28% +$424K 0.61% 43
2022
Q2 		$1.47M Sell
9,994
-4,273
-30% -$706K 0.43% 48
2022
Q1 		$2.38M Buy
14,267
+7,527
+112% +$1.08M 0.56% 37
2021
Q4 		$804K Buy
6,740
+2,001
+42% +$227K 0.22% 81
2021
Q3 		$490K Sell
4,739
-1,161
-20% -$116K 0.17% 99
2021
Q2 		$616K Sell
5,900
-912
-13% -$96.3K 0.21% 83
2021
Q1 		$706K Buy
6,812
+2,025
+42% +$198K 0.19% 83
2020
Q4 		$406K Sell
4,787
-766
-14% -$62K 0.15% 106
2020
Q3 		$400K Buy
5,553
+266
+5% +$22.4K 0.16% 92
2020
Q2 		$472K Sell
5,287
-650
-11% -$58.2K 0.23% 82
2020
Q1 		$427K Buy
+5,937
New +$587K 0.29% 55

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

Symphony Financial's CVX Position: Q2 2026 in Review

Symphony Financial reduced its Chevron (CVX) stake by 1.1% in Q2 2026, selling an estimated $40K and leaving 19,135 shares worth $3.22M. The position accounts for 0.35% of the portfolio, ranked #64.

Symphony Financial first reported a position in CVX in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.83M in Q4 2024. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Symphony Financial held 19,135 shares of Chevron worth $3.22M as of Q2 2026.
  • Symphony Financial sold 215 Chevron shares in Q2 2026, an estimated $40K.
  • Chevron made up 0.35% of Symphony Financial's portfolio in Q2 2026, its #64 holding.
  • Symphony Financial first reported a position in Chevron in Q1 2020 and has held it in 26 quarters since.
  • Symphony Financial's Chevron position peaked at $4.83M in Q4 2024.
  • 4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.