Butensky & Cohen Financial Security’s Chevron CVX Stock Holding History

Butensky & Cohen Financial Security’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	$5.65M	Sell	34,105 -206	-0.6%	-$38.3K	1.4%	31
2026 Q1	$7.1M	Sell	34,311 -1,497	-4%	-$273K	1.87%	2
2025 Q4	$5.46M	Buy	35,808 +1,420	+4%	+$216K	1.48%	27
2025 Q3	$5.34M	Buy	34,388 +485	+1%	+$75.1K	1.49%	29
2025 Q2	$4.85M	Buy	33,903 +2,551	+8%	+$360K	1.44%	29
2025 Q1	$5.24M	Buy	31,352 +57	+0.2%	+$8.92K	1.61%	17
2024 Q4	$4.53M	Buy	31,295 +1,065	+4%	+$163K	1.43%	27
2024 Q3	$4.45M	Buy	30,230 +678	+2%	+$101K	1.32%	42
2024 Q2	$4.62M	Buy	29,552 +559	+2%	+$89.1K	1.47%	23
2024 Q1	$4.57M	Buy	28,993 +483	+2%	+$72.9K	1.42%	36
2023 Q4	$4.25M	Buy	28,510 +734	+3%	+$111K	1.41%	34
2023 Q3	$4.68M	Buy	27,776 +1,699	+7%	+$274K	1.7%	8
2023 Q2	$4.1M	Sell	26,077 -703	-3%	-$113K	1.48%	30
2023 Q1	$4.37M	Sell	26,780 -92	-0.3%	-$15.4K	1.58%	23
2022 Q4	$4.82M	Buy	26,872 +289	+1%	+$50.4K	1.78%	5
2022 Q3	$3.82M	Buy	26,583 +1,669	+7%	+$255K	1.59%	18
2022 Q2	$3.61M	Sell	24,914 -1,192	-5%	-$197K	1.48%	23
2022 Q1	$4.25M	Sell	26,106 -5,025	-16%	-$721K	1.49%	21
2021 Q4	$3.65M	Buy	31,131 +561	+2%	+$63.7K	1.3%	36
2021 Q3	$3.1M	Buy	30,570 +313	+1%	+$31.2K	1.23%	51
2021 Q2	$3.17M	Buy	30,257 +978	+3%	+$103K	1.26%	48
2021 Q1	$3.07M	Buy	29,279 +3,377	+13%	+$330K	1.27%	48
2020 Q4	$2.19M	Buy	25,902 +786	+3%	+$63.6K	0.99%	58
2020 Q3	$1.81M	Buy	25,116 +290	+1%	+$24.4K	0.96%	61
2020 Q2	$2.21M	Buy	24,826 +1,150	+5%	+$103K	1.26%	44
2020 Q1	$1.72M	Buy	23,676 +1,247	+6%	+$123K	1.29%	39
2019 Q4	$2.7M	Sell	22,429 -165	-0.7%	-$19.4K	1.55%	27
2019 Q3	$2.68M	Buy	22,594 +1,510	+7%	+$183K	1.61%	20
2019 Q2	$2.62M	Buy	21,084 +1,301	+7%	+$157K	1.75%	10
2019 Q1	$2.44M	Buy	19,783 +1,693	+9%	+$200K	1.77%	11
2018 Q4	$1.97M	Buy	18,090 +334	+2%	+$38.7K	1.75%	13
2018 Q3	$2.17M	Buy	17,756 +70	+0.4%	+$8.49K	1.74%	13
2018 Q2	$2.24M	Sell	17,686 -223	-1%	-$27.7K	1.89%	7
2018 Q1	$2.04M	Sell	17,909 -476	-3%	-$56.9K	1.79%	15
2017 Q4	$2.3M	Sell	18,385 -196	-1%	-$23.2K	1.9%	8
2017 Q3	$2.18M	Buy	18,581 +722	+4%	+$78.8K	1.94%	11
2017 Q2	$1.86M	Buy	17,859 +395	+2%	+$41.8K	1.68%	26
2017 Q1	$1.88M	Sell	17,464 -763	-4%	-$85.6K	1.71%	22
2016 Q4	$2.15M	Sell	18,227 -590	-3%	-$64.3K	1.98%	7
2016 Q3	$1.94M	Buy	18,817 +625	+3%	+$63.8K	1.87%	15
2016 Q2	$1.91M	Sell	18,192 -963	-5%	-$96.9K	1.86%	12
2016 Q1	$1.83M	Buy	19,155 +330	+2%	+$28.9K	1.76%	20
2015 Q4	$1.69M	Buy	18,825 +2,681	+17%	+$242K	1.67%	19
2015 Q3	$1.27M	Buy	16,144 +10,195	+171%	+$858K	1.36%	39
2015 Q2	$574K	Buy	5,949 +3,029	+104%	+$318K	0.58%	64
2015 Q1	$307K	Buy	+2,920	New	+$312K	0.3%	76

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

FWCM

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Butensky & Cohen Financial Security's CVX Position: Q2 2026 in Review

Butensky & Cohen Financial Security reduced its Chevron (CVX) stake by 0.6% in Q2 2026, selling an estimated $38.3K and leaving 34,105 shares worth $5.65M. The position accounts for 1.4% of the portfolio, ranked #31.

Butensky & Cohen Financial Security first reported a position in CVX in Q1 2015 and has held it in 46 quarters since. The position peaked at $7.1M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Butensky & Cohen Financial Security held 34,105 shares of Chevron worth $5.65M as of Q2 2026.
Butensky & Cohen Financial Security sold 206 Chevron shares in Q2 2026, an estimated $38.3K.
Chevron made up 1.4% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #31 holding.
Butensky & Cohen Financial Security first reported a position in Chevron in Q1 2015 and has held it in 46 quarters since.
Butensky & Cohen Financial Security's Chevron position peaked at $7.1M in Q1 2026.
1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.