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Chancellor Financial Group WB’s Chevron CVX Stock Holding History

Chancellor Financial Group WB’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 		$776K Buy
4,684
+74
+2% +$13.8K 0.48% 44
2026
Q1 		$954K Sell
4,610
-77
-2% -$14K 0.68% 32
2025
Q4 		$714K Sell
4,687
-198
-4% -$30.2K 0.48% 43
2025
Q3 		$759K Buy
4,885
+15
+0.3% +$2.32K 0.54% 39
2025
Q2 		$697K Buy
4,870
+613
+14% +$86.4K 0.54% 43
2025
Q1 		$712K Sell
4,257
-105
-2% -$16.4K 0.59% 42
2024
Q4 		$632K Buy
+4,362
New +$668K 0.51% 43

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

Chancellor Financial Group WB's CVX Position: Q2 2026 in Review

Chancellor Financial Group WB increased its Chevron (CVX) stake by 1.6% in Q2 2026, buying an estimated $13.8K and bringing the position to 4,684 shares worth $776K. The position accounts for 0.48% of the portfolio, ranked #44.

Chancellor Financial Group WB first reported a position in CVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $954K in Q1 2026. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Chancellor Financial Group WB held 4,684 shares of Chevron worth $776K as of Q2 2026.
  • Chancellor Financial Group WB bought 74 Chevron shares in Q2 2026, an estimated $13.8K.
  • Chevron made up 0.48% of Chancellor Financial Group WB's portfolio in Q2 2026, its #44 holding.
  • Chancellor Financial Group WB first reported a position in Chevron in Q4 2024 and has held it in 7 quarters since.
  • Chancellor Financial Group WB's Chevron position peaked at $954K in Q1 2026.
  • 4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.