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Vest Financial’s Chevron CVX Stock Holding History

Vest 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 		$55.8M Sell
336,356
-45,869
-12% -$8.54M 0.59% 58
2026
Q1 		$79.1M Buy
382,225
+2,314
+0.6% +$422K 0.95% 15
2025
Q4 		$57.9M Sell
379,911
-19,090
-5% -$2.91M 0.73% 36
2025
Q3 		$62M Sell
399,001
-39,174
-9% -$6.07M 0.81% 25
2025
Q2 		$62.7M Buy
438,175
+54,063
+14% +$7.62M 0.89% 20
2025
Q1 		$64.3M Sell
384,112
-12,634
-3% -$1.98M 1% 17
2024
Q4 		$57.5M Buy
396,746
+58,292
+17% +$8.92M 1.02% 20
2024
Q3 		$49.8M Buy
338,454
+51,669
+18% +$7.69M 0.96% 57
2024
Q2 		$44.9M Buy
286,785
+11,986
+4% +$1.91M 1.08% 26
2024
Q1 		$43.3M Buy
274,799
+11,882
+5% +$1.79M 1.15% 15
2023
Q4 		$39.2M Buy
262,917
+65,072
+33% +$9.84M 1.46% 5
2023
Q3 		$33.4M Buy
197,845
+91,663
+86% +$14.8M 1.82% 2
2023
Q2 		$16.6M Buy
106,182
+41,325
+64% +$6.63M 1.55% 4
2023
Q1 		$10.6M Buy
64,857
+12,067
+23% +$2.02M 1.44% 21
2022
Q4 		$9.48M Sell
52,790
-10,180
-16% -$1.78M 1.48% 41
2022
Q3 		$9.05M Buy
62,970
+4,331
+7% +$661K 1.71% 9
2022
Q2 		$8.58M Sell
58,639
-8,258
-12% -$1.37M 1.56% 32
2022
Q1 		$10.9M Buy
66,897
+6,612
+11% +$948K 1.98% 3
2021
Q4 		$7.07M Buy
60,285
+6,421
+12% +$729K 1.54% 38
2021
Q3 		$5.46M Buy
53,864
+13,858
+35% +$1.38M 1.66% 6
2021
Q2 		$4.19M Buy
40,006
+12,483
+45% +$1.32M 1.59% 17
2021
Q1 		$2.88M Sell
27,523
-2,442
-8% -$238K 1.65% 10
2020
Q4 		$2.53M Buy
+29,965
New +$2.43M 1.7% 7

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Vest Financial's CVX Position: Q2 2026 in Review

Vest Financial reduced its Chevron (CVX) stake by 12% in Q2 2026, selling an estimated $8.54M and leaving 336,356 shares worth $55.8M. The position accounts for 0.59% of the portfolio, ranked #58.

Vest Financial first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $79.1M in Q1 2026. 2,044 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Vest Financial held 336,356 shares of Chevron worth $55.8M as of Q2 2026.
  • Vest Financial sold 45,869 Chevron shares in Q2 2026, an estimated $8.54M.
  • Chevron made up 0.59% of Vest Financial's portfolio in Q2 2026, its #58 holding.
  • Vest Financial first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Vest Financial's Chevron position peaked at $79.1M in Q1 2026.
  • 2,044 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.