Commonwealth Financial Services
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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
Q3 		$1.39M Sell
6,823
-599
-8% -$118K 0.25% 68
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 $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Commonwealth Financial Services's CVX Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Chevron (CVX) stake by 8.1% in Q3 2026, selling an estimated $118K and leaving 6,823 shares worth $1.39M. The position accounts for 0.25% of the portfolio, ranked #68.

Commonwealth Financial Services first reported a position in CVX in Q4 2014 and has held it in 23 quarters since. The position peaked at $1.46M in Q1 2026. 1,423 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Commonwealth Financial Services held 6,823 shares of Chevron worth $1.39M as of Q3 2026.
  • Commonwealth Financial Services sold 599 Chevron shares in Q3 2026, an estimated $118K.
  • Chevron made up 0.25% of Commonwealth Financial Services's portfolio in Q3 2026, its #68 holding.
  • Commonwealth Financial Services first reported a position in Chevron in Q4 2014 and has held it in 23 quarters since.
  • Commonwealth Financial Services's Chevron position peaked at $1.46M in Q1 2026.
  • 1,423 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.