CFS
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Compass Financial Services’s Chevron CVX Stock Holding History

Compass 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
Q1 		– Sell
-119
Closed -$18.1K – 99
2025
Q4 		$18.1K Hold
119
– – 0.01% 160
2025
Q3 		$18.4K Hold
119
– – 0.01% 167
2025
Q2 		$17K Buy
119
+1
+0.8% +$141 0.01% 162
2025
Q1 		$19.8K Hold
118
– – 0.01% 140
2024
Q4 		$17.1K Buy
+118
New +$18.1K 0.01% 113

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 Services's CVX Position: Q1 2026 in Review

Compass Financial Services sold out of Chevron (CVX) in Q1 2026, closing a stake of 119 shares — an estimated $18.1K sold.

Compass Financial Services first reported a position in CVX in Q4 2024 and held it in 5 quarters. The position peaked at $19.8K in Q1 2025. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Compass Financial Services reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 119 Chevron shares in Q1 2026, an estimated $18.1K.
  • Compass Financial Services first reported a position in Chevron in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Chevron position peaked at $19.8K in Q1 2025.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.