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Commonwealth Financial Services’s Chevron CVX Stock Holding History

Commonwealth Financial Services’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 		$1.23M Buy
7,422
+342
+5% +$63.7K 0.17% 93
2026
Q1 		$1.46M Buy
7,080
+993
+16% +$181K 0.23% 61
2025
Q4 		$928K Buy
6,087
+251
+4% +$38.2K 0.15% 83
2025
Q3 		$906K Buy
5,836
+1,277
+28% +$198K 0.16% 78
2025
Q2 		$653K Buy
4,559
+135
+3% +$19K 0.13% 96
2025
Q1 		$740K Buy
4,424
+603
+16% +$94.4K 0.15% 90
2024
Q4 		$553K Buy
3,821
+588
+18% +$90K 0.11% 100
2024
Q3 		$484K Sell
3,233
-126
-4% -$18.8K 0.1% 104
2024
Q2 		$518K Buy
3,359
+96
+3% +$15.3K 0.11% 102
2024
Q1 		$487K Hold
3,263
– – 0.11% 91
2023
Q4 		$487K Buy
3,263
+14
+0.4% +$2.12K 0.11% 91
2023
Q3 		$548K Buy
+3,249
New +$525K 0.16% 90
2017
Q1 		$19K Buy
178
+20
+13% +$2.24K 0.02% 150
2016
Q4 		$18K Hold
158
– – 0.02% 142
2016
Q3 		$16K Hold
158
– – 0.02% 138
2016
Q2 		$17K Buy
158
+39
+33% +$3.92K 0.02% 137
2016
Q1 		$11K Hold
119
– – 0.02% 146
2015
Q4 		$11K Sell
119
-2,776
-96% -$250K 0.04% 146
2015
Q3 		$228K Sell
2,895
-225
-7% -$18.9K 0.27% 42
2015
Q2 		$301K Sell
3,120
-67
-2% -$7.04K 0.33% 38
2015
Q1 		$335K Buy
3,187
+74
+2% +$7.9K 0.29% 42
2014
Q4 		$349K Buy
+3,113
New +$354K 0.31% 39

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Commonwealth Financial Services increased its Chevron (CVX) stake by 4.8% in Q2 2026, buying an estimated $63.7K and bringing the position to 7,422 shares worth $1.23M. The position accounts for 0.17% of the portfolio, ranked #93.

Commonwealth Financial Services first reported a position in CVX in Q4 2014 and has held it in 22 quarters since. The position peaked at $1.46M in Q1 2026. 772 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Commonwealth Financial Services held 7,422 shares of Chevron worth $1.23M as of Q2 2026.
  • Commonwealth Financial Services bought 342 Chevron shares in Q2 2026, an estimated $63.7K.
  • Chevron made up 0.17% of Commonwealth Financial Services's portfolio in Q2 2026, its #93 holding.
  • Commonwealth Financial Services first reported a position in Chevron in Q4 2014 and has held it in 22 quarters since.
  • Commonwealth Financial Services's Chevron position peaked at $1.46M in Q1 2026.
  • 772 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.