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Carr Financial Group’s Chevron CVX Stock Holding History

Carr Financial Group’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 		– Sell
-1,044
Closed -$216K – 183
2026
Q1 		$216K Buy
+1,044
New +$190K 0.06% 166
2023
Q4 		– Sell
-1,952
Closed -$288K – 169
2023
Q3 		$288K Hold
1,952
– – 0.11% 128
2023
Q2 		$307K Buy
1,952
+47
+2% +$7.54K 0.12% 129
2023
Q1 		$311K Hold
1,905
– – 0.14% 126
2022
Q4 		$342K Buy
+1,905
New +$332K 0.18% 110

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

Carr Financial Group's CVX Position: Q2 2026 in Review

Carr Financial Group sold out of Chevron (CVX) in Q2 2026, closing a stake of 1,044 shares — an estimated $216K sold.

Carr Financial Group first reported a position in CVX in Q4 2022 and held it in 5 quarters. The position peaked at $342K in Q4 2022. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Carr Financial Group reported no remaining Chevron position as of Q2 2026 after selling out during the quarter.
  • Carr Financial Group sold 1,044 Chevron shares in Q2 2026, an estimated $216K.
  • Carr Financial Group first reported a position in Chevron in Q4 2022 and held it in 5 quarters.
  • Carr Financial Group's Chevron position peaked at $342K in Q4 2022.
  • 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.