XML Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Other funds holding CVX
XML Financial's CVX Position: Q2 2026 in Review
XML Financial reduced its Chevron (CVX) stake by 2.6% in Q2 2026, selling an estimated $171K and leaving 35,027 shares worth $5.81M. The position accounts for 0.42% of the portfolio, ranked #64.
XML Financial first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.9M in Q1 2022. 4,118 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- XML Financial held 35,027 shares of Chevron worth $5.81M as of Q2 2026.
- XML Financial sold 919 Chevron shares in Q2 2026, an estimated $171K.
- Chevron made up 0.42% of XML Financial's portfolio in Q2 2026, its #64 holding.
- XML Financial first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
- XML Financial's Chevron position peaked at $10.9M in Q1 2022.
- 4,118 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.