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Comprehensive Financial Consultants Institutional’s Chevron CVX Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$1.76M Buy
10,589
+1,080
+11% +$201K 0.46% 67
2026
Q1 		$1.97M Sell
9,509
-1,528
-14% -$279K 0.58% 66
2025
Q4 		$1.68M Buy
11,037
+367
+3% +$55.9K 0.51% 69
2025
Q3 		$1.66M Sell
10,670
-126
-1% -$19.5K 0.51% 68
2025
Q2 		$1.55M Buy
10,796
+285
+3% +$40.2K 0.51% 72
2025
Q1 		$1.76M Buy
10,511
+184
+2% +$28.8K 0.63% 58
2024
Q4 		$1.5M Sell
10,327
-389
-4% -$59.5K 0.54% 69
2024
Q3 		$1.58M Buy
10,716
+185
+2% +$27.5K 0.58% 64
2024
Q2 		$1.65M Buy
10,531
+582
+6% +$92.8K 0.64% 59
2024
Q1 		$1.57M Buy
9,949
+801
+9% +$121K 0.65% 57
2023
Q4 		$1.36M Buy
9,148
+8
+0.1% +$1.21K 0.63% 66
2023
Q3 		$1.54M Sell
9,140
-182
-2% -$29.4K 0.81% 44
2023
Q2 		$1.43M Buy
9,322
+11
+0.1% +$1.76K 0.76% 48
2023
Q1 		$1.52M Buy
9,311
+278
+3% +$46.6K 0.86% 35
2022
Q4 		$1.6M Sell
9,033
-334
-4% -$58.3K 0.97% 34
2022
Q3 		$1.51M Buy
9,367
+21
+0.2% +$3.2K 1% 33
2022
Q2 		$1.3M Sell
9,346
-4,151
-31% -$686K 0.92% 35
2022
Q1 		$2.3M Sell
13,497
-134
-1% -$19.2K 1.6% 12
2021
Q4 		$1.91M Buy
+13,631
New +$1.55M 1.23% 18

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's CVX Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Chevron (CVX) stake by 11% in Q2 2026, buying an estimated $201K and bringing the position to 10,589 shares worth $1.76M. The position accounts for 0.46% of the portfolio, ranked #67.

Comprehensive Financial Consultants Institutional first reported a position in CVX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.3M in Q1 2022. 865 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 10,589 shares of Chevron worth $1.76M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 1,080 Chevron shares in Q2 2026, an estimated $201K.
  • Chevron made up 0.46% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #67 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Chevron in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's Chevron position peaked at $2.3M in Q1 2022.
  • 865 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.