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Compass Financial Group (South Dakota)’s Chevron CVX Stock Holding History

Compass Financial Group (South Dakota)’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 		$384K Buy
2,316
+8
+0.3% +$1.49K 0.04% 77
2026
Q1 		$478K Buy
2,308
+28
+1% +$5.11K 0.07% 61
2025
Q4 		$348K Buy
2,280
+11
+0.5% +$1.68K 0.05% 72
2025
Q3 		$352K Buy
2,269
+12
+0.5% +$1.86K 0.05% 69
2025
Q2 		$323K Buy
2,257
+12
+0.5% +$1.69K 0.05% 68
2025
Q1 		$376K Buy
2,245
+104
+5% +$16.3K 0.07% 60
2024
Q4 		$310K Buy
2,141
+10
+0.5% +$1.53K 0.06% 69
2024
Q3 		$314K Buy
2,131
+11
+0.5% +$1.64K 0.06% 69
2024
Q2 		$332K Buy
2,120
+10
+0.5% +$1.59K 0.07% 66
2024
Q1 		$333K Buy
2,110
+30
+1% +$4.53K 0.08% 65
2023
Q4 		$310K Sell
2,080
-10
-0.5% -$1.51K 0.08% 68
2023
Q3 		$353K Buy
2,090
+126
+6% +$20.4K 0.11% 55
2023
Q2 		$309K Sell
1,964
-2
-0.1% -$321 0.09% 68
2023
Q1 		$321K Sell
1,966
-11
-0.6% -$1.84K 0.1% 62
2022
Q4 		$355K Buy
+1,977
New +$345K 0.13% 55

Other funds holding CVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Compass Financial Group (South Dakota)'s CVX Position: Q2 2026 in Review

Compass Financial Group (South Dakota) increased its Chevron (CVX) stake by 0.35% in Q2 2026, buying an estimated $1.49K and bringing the position to 2,316 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #77.

Compass Financial Group (South Dakota) first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $478K in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Compass Financial Group (South Dakota) held 2,316 shares of Chevron worth $384K as of Q2 2026.
  • Compass Financial Group (South Dakota) bought 8 Chevron shares in Q2 2026, an estimated $1.49K.
  • Chevron made up 0.04% of Compass Financial Group (South Dakota)'s portfolio in Q2 2026, its #77 holding.
  • Compass Financial Group (South Dakota) first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Compass Financial Group (South Dakota)'s Chevron position peaked at $478K in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q2 2026, filed 5 Aug 2026.