Community Financial Services Group’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 | $518K | Buy |
3,129
+669
| +27% | +$125K | 0.08% | 87 |
|
|
2026
Q1 | $486K | Buy |
+2,460
| New | +$449K | 0.09% | 76 |
|
|
2025
Q3 | – | Sell |
-16,054
| Closed | -$2.3M | – | 100 |
|
|
2025
Q2 | $2.3M | Sell |
16,054
-483
| -3% | -$68.1K | 0.46% | 52 |
|
|
2025
Q1 | $2.77M | Buy |
16,537
+923
| +6% | +$144K | 0.6% | 49 |
|
|
2024
Q4 | $2.26M | Buy |
15,614
+1,294
| +9% | +$198K | 0.45% | 59 |
|
|
2024
Q3 | $2.11M | Buy |
14,320
+473
| +3% | +$70.4K | 0.43% | 62 |
|
|
2024
Q2 | $2.17M | Buy |
13,847
+995
| +8% | +$159K | 0.47% | 61 |
|
|
2024
Q1 | $2.03M | Buy |
+12,852
| New | +$1.94M | 0.46% | 65 |
|
|
2023
Q3 | $365K | Buy |
+2,166
| New | +$350K | 0.09% | 105 |
|
|
2019
Q4 | – | Sell |
-2,047
| Closed | -$243K | – | 81 |
|
|
2019
Q3 | $243K | Buy |
+2,047
| New | +$249K | 0.07% | 74 |
|
|
2019
Q2 | – | Sell |
-9,032
| Closed | -$1.11M | – | 75 |
|
|
2019
Q1 | $1.11M | Sell |
9,032
-66
| -0.7% | -$7.81K | 0.38% | 41 |
|
|
2018
Q4 | $990K | Sell |
9,098
-1,812
| -17% | -$210K | 0.38% | 45 |
|
|
2018
Q3 | $1.33M | Sell |
10,910
-180
| -2% | -$21.8K | 0.46% | 42 |
|
|
2018
Q2 | $1.4M | Buy |
11,090
+7,222
| +187% | +$896K | 0.5% | 43 |
|
|
2018
Q1 | $441K | Buy |
3,868
+622
| +19% | +$74.4K | 0.17% | 47 |
|
|
2017
Q4 | $406K | Hold |
3,246
| – | – | 0.16% | 47 |
|
|
2017
Q3 | $381K | Sell |
3,246
-812
| -20% | -$88.6K | 0.16% | 49 |
|
|
2017
Q2 | $424K | Sell |
4,058
-1,455
| -26% | -$154K | 0.19% | 48 |
|
|
2017
Q1 | $592K | Buy |
5,513
+644
| +13% | +$72.2K | 0.27% | 50 |
|
|
2016
Q4 | $573K | Sell |
4,869
-133
| -3% | -$14.5K | 0.27% | 48 |
|
|
2016
Q3 | $515K | Buy |
5,002
+292
| +6% | +$29.8K | 0.24% | 49 |
|
|
2016
Q2 | $494K | Buy |
4,710
+1,953
| +71% | +$196K | 0.24% | 50 |
|
|
2016
Q1 | $263K | Sell |
2,757
-1,272
| -32% | -$111K | 0.13% | 56 |
|
|
2015
Q4 | $362K | Sell |
4,029
-255
| -6% | -$23K | 0.18% | 53 |
|
|
2015
Q3 | $338K | Sell |
4,284
-765
| -15% | -$64.4K | 0.17% | 55 |
|
|
2015
Q2 | $487K | Sell |
5,049
-11
| -0.2% | -$1.16K | 0.23% | 53 |
|
|
2015
Q1 | $531K | Buy |
5,060
+24
| +0.5% | +$2.56K | 0.25% | 53 |
|
|
2014
Q4 | $565K | Buy |
5,036
+152
| +3% | +$17.3K | 0.26% | 52 |
|
|
2014
Q3 | $583K | Buy |
4,884
+255
| +6% | +$32.5K | 0.29% | 52 |
|
|
2014
Q2 | $604K | Buy |
4,629
+124
| +3% | +$15.4K | 0.3% | 54 |
|
|
2014
Q1 | $536K | Sell |
4,505
-232
| -5% | -$27K | 0.26% | 53 |
|
|
2013
Q4 | $592K | Hold |
4,737
| – | – | 0.32% | 51 |
|
|
2013
Q3 | $575K | Sell |
4,737
-225
| -5% | -$27.7K | 0.32% | 52 |
|
|
2013
Q2 | $587K | Buy |
+4,962
| New | +$600K | 0.35% | 52 |
|
Other funds holding CVX
DC
CIM
CNB
FWIA
DLA
P
COPPSERS
Community Financial Services Group's CVX Position: Q2 2026 in Review
Community Financial Services Group increased its Chevron (CVX) stake by 27% in Q2 2026, buying an estimated $125K and bringing the position to 3,129 shares worth $518K. The position accounts for 0.08% of the portfolio, ranked #87.
Community Financial Services Group first reported a position in CVX in Q2 2013 and has held it in 34 quarters since. The position peaked at $2.77M in Q1 2025. 877 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Community Financial Services Group held 3,129 shares of Chevron worth $518K as of Q2 2026.
- Community Financial Services Group bought 669 Chevron shares in Q2 2026, an estimated $125K.
- Chevron made up 0.08% of Community Financial Services Group's portfolio in Q2 2026, its #87 holding.
- Community Financial Services Group first reported a position in Chevron in Q2 2013 and has held it in 34 quarters since.
- Community Financial Services Group's Chevron position peaked at $2.77M in Q1 2025.
- 877 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.