Vision Financial Markets’s Chevron CVX Stock Holding History

Vision Financial Markets’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	$489K	Buy	2,953 +103	+4%	+$19.2K	0.42%	40
2026 Q1	$590K	Buy	2,850 +2	+0.1%	+$365	0.58%	32
2025 Q4	$434K	Buy	2,848 +2	+0.1%	+$305	0.44%	36
2025 Q3	$442K	Buy	2,846 +2	+0.1%	+$310	0.38%	45
2025 Q2	$407K	Sell	2,844 -8	-0.3%	-$1.13K	0.38%	45
2025 Q1	$477K	Buy	2,852 +157	+6%	+$24.6K	0.52%	35
2024 Q4	$390K	Buy	+2,695	New	+$413K	0.42%	40

Other funds holding CVX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Vision Financial Markets's CVX Position: Q2 2026 in Review

Vision Financial Markets increased its Chevron (CVX) stake by 3.6% in Q2 2026, buying an estimated $19.2K and bringing the position to 2,953 shares worth $489K. The position accounts for 0.42% of the portfolio, ranked #40.

Vision Financial Markets first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $590K in Q1 2026. 1,717 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Vision Financial Markets held 2,953 shares of Chevron worth $489K as of Q2 2026.
Vision Financial Markets bought 103 Chevron shares in Q2 2026, an estimated $19.2K.
Chevron made up 0.42% of Vision Financial Markets's portfolio in Q2 2026, its #40 holding.
Vision Financial Markets first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's Chevron position peaked at $590K in Q1 2026.
1,717 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

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