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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Compass Financial Group (South Dakota)'s CVX Position: Q1 2026 in Review

Compass Financial Group (South Dakota) increased its Chevron (CVX) stake by 1.2% in Q1 2026, buying an estimated $5.11K and bringing the position to 2,308 shares worth $478K. The position accounts for 0.07% of the portfolio, ranked #61.

Compass Financial Group (South Dakota) first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Compass Financial Group (South Dakota) held 2,308 shares of Chevron worth $478K as of Q1 2026.
  • Compass Financial Group (South Dakota) bought 28 Chevron shares in Q1 2026, an estimated $5.11K.
  • Chevron made up 0.07% of Compass Financial Group (South Dakota)'s portfolio in Q1 2026, its #61 holding.
  • Compass Financial Group (South Dakota) first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q1 2026, filed 29 Apr 2026.