COMPASS FINANCIAL MANAGEMENT LLC’s Chevron CVX Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$1.81K	Buy	+500	New	+$93.1K	﹤0.01%	1326

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's CVX Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Chevron (CVX) in Q2 2026: 13,472 shares worth $2.41M. The stake represents 0.29% of the portfolio and ranks #92 among its holdings.

3,321 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 13,472 shares of Chevron worth $2.41M as of Q2 2026.
Chevron was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Chevron made up 0.29% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #92 holding.
3,321 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.