Commonwealth Equity Services’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$173M Sell
1,042,090
-54,530
-5% -$10.1M 0.22% 89
2026
Q1
$227M Sell
1,096,620
-19,994
-2% -$3.65M 0.32% 57
2025
Q4
$170M Sell
1,116,614
-100,667
-8% -$15.3M 0.23% 82
2025
Q3
$189M Sell
1,217,281
-34,086
-3% -$5.28M 0.24% 74
2025
Q2
$179M Sell
1,251,367
-78,426
-6% -$11.1M 0.24% 73
2025
Q1
$222M Buy
1,329,793
+15,796
+1% +$2.47M 0.31% 58
2024
Q4
$190M Sell
1,313,997
-5,181
-0.4% -$793K 0.28% 63
2024
Q3
$194M Sell
1,319,178
-40,171
-3% -$5.98M 0.29% 65
2024
Q2
$213M Buy
1,359,349
+31,114
+2% +$4.96M 0.34% 50
2024
Q1
$210M Buy
1,328,235
+6,703
+0.5% +$1.01M 0.35% 50
2023
Q4
$197M Buy
1,321,532
+104,978
+9% +$15.9M 0.36% 49
2023
Q3
$205M Buy
1,216,554
+33,318
+3% +$5.38M 0.43% 38
2023
Q2
$186M Sell
1,183,236
-10,267,541
-90% -$1.65B 0.38% 45
2023
Q1
$187K Buy
11,450,777
+10,315,292
+908% +$1.73B 0.39% 39
2022
Q4
$204M Buy
1,135,485
+16,142
+1% +$2.82M 0.49% 35
2022
Q3
$161M Buy
1,119,343
+21,171
+2% +$3.23M 0.41% 45
2022
Q2
$159M Sell
1,098,172
-7,480
-0.7% -$1.24M 0.41% 46
2022
Q1
$180M Buy
1,105,652
+17,847
+2% +$2.56M 0.41% 46
2021
Q4
$170M Buy
1,087,805
+23,096
+2% +$2.62M 0.38% 48
2021
Q3
$108M Buy
1,064,709
+32,902
+3% +$3.28M 0.27% 73
2021
Q2
$108M Buy
1,031,807
+47,927
+5% +$5.06M 0.27% 73
2021
Q1
$103M Buy
983,880
+28,002
+3% +$2.73M 0.29% 71
2020
Q4
$80.7M Sell
955,878
-38,961
-4% -$3.15M 0.24% 83
2020
Q3
$71.6M Sell
994,839
-3,443
-0.3% -$290K 0.24% 83
2020
Q2
$89.1M Buy
998,282
+90,306
+10% +$8.08M 0.34% 69
2020
Q1
$65.8M Sell
907,976
-27,796
-3% -$2.75M 0.31% 70
2019
Q4
$113M Buy
935,772
+35,258
+4% +$4.15M 0.43% 51
2019
Q3
$107M Buy
900,514
+31,235
+4% +$3.79M 0.46% 45
2019
Q2
$108M Buy
869,279
+1,352
+0.2% +$163K 0.48% 41
2019
Q1
$107M Buy
867,927
+13,413
+2% +$1.59M 0.49% 38
2018
Q4
$93M Buy
854,514
+34,694
+4% +$4.02M 0.49% 39
2018
Q3
$100M Buy
819,820
+3,236
+0.4% +$393K 0.48% 40
2018
Q2
$103M Buy
816,584
+7,520
+0.9% +$933K 0.54% 34
2018
Q1
$92.3M Buy
809,064
+34,718
+4% +$4.15M 0.5% 38
2017
Q4
$96.9M Buy
774,346
+16,909
+2% +$2.01M 0.53% 34
2017
Q3
$89M Buy
757,437
+9,206
+1% +$1M 0.53% 38
2017
Q2
$78.1M Sell
748,231
-32,093
-4% -$3.4M 0.5% 44
2017
Q1
$83.8M Buy
780,324
+18,852
+2% +$2.11M 0.56% 34
2016
Q4
$89.6M Buy
761,472
+23,098
+3% +$2.52M 0.66% 29
2016
Q3
$76M Buy
738,374
+21,943
+3% +$2.24M 0.6% 32
2016
Q2
$75.1M Buy
716,431
+6,148
+0.9% +$618K 0.63% 29
2016
Q1
$67.8M Buy
710,283
+58,296
+9% +$5.1M 0.6% 30
2015
Q4
$58.7M Buy
651,987
+2,134
+0.3% +$192K 0.56% 32
2015
Q3
$51.3M Buy
649,853
+40,271
+7% +$3.39M 0.54% 34
2015
Q2
$58.8M Buy
609,582
+12,657
+2% +$1.33M 0.58% 28
2015
Q1
$62.7M Buy
596,925
+39,060
+7% +$4.17M 0.65% 26
2014
Q4
$62.6M Buy
557,865
+36,022
+7% +$4.09M 0.7% 24
2014
Q3
$62.3M Buy
521,843
+6,967
+1% +$889K 0.76% 21
2014
Q2
$67.2M Buy
514,876
+3,680
+0.7% +$458K 0.82% 18
2014
Q1
$60.8M Buy
511,196
+23,496
+5% +$2.73M 0.84% 20
2013
Q4
$60.9M Buy
487,700
+10,316
+2% +$1.25M 0.88% 18
2013
Q3
$58M Buy
477,384
+14,637
+3% +$1.8M 0.94% 18
2013
Q2
$54.8M Buy
+462,747
New +$55.9M 0.97% 15

Other funds holding CVX

Commonwealth Equity Services's CVX Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Chevron (CVX) stake by 5% in Q2 2026, selling an estimated $10.1M and leaving 1,042,090 shares worth $173M. The position accounts for 0.22% of the portfolio, ranked #89.

Commonwealth Equity Services first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $227M in Q1 2026. 2,274 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Commonwealth Equity Services held 1,042,090 shares of Chevron worth $173M as of Q2 2026.
  • Commonwealth Equity Services sold 54,530 Chevron shares in Q2 2026, an estimated $10.1M.
  • Chevron made up 0.22% of Commonwealth Equity Services's portfolio in Q2 2026, its #89 holding.
  • Commonwealth Equity Services first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
  • Commonwealth Equity Services's Chevron position peaked at $227M in Q1 2026.
  • 2,274 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.