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Compton Financial Group’s Chevron CVX Stock Holding History

Compton Financial Group’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 		$609K Buy
2,944
+56
+2% +$10.2K 0.13% 36
2025
Q4 		$440K Hold
2,888
– – 0.1% 33
2025
Q3 		$448K Hold
2,888
– – 0.11% 32
2025
Q2 		$413K Buy
2,888
+1
+0% +$141 0.11% 31
2025
Q1 		$483K Hold
2,887
– – 0.14% 32
2024
Q4 		$418K Hold
2,887
– – 0.12% 19
2024
Q3 		$425K Sell
2,887
-100
-3% -$14.9K 0.13% 20
2024
Q2 		$467K Buy
2,987
+10
+0.3% +$1.59K 0.15% 18
2024
Q1 		$470K Hold
2,977
– – 0.16% 15
2023
Q4 		$444K Hold
2,977
– – 0.16% 17
2023
Q3 		$502K Hold
2,977
– – 0.19% 17
2023
Q2 		$468K Hold
2,977
– – 0.18% 18
2023
Q1 		$486K Hold
2,977
– – 0.19% 18
2022
Q4 		$534K Sell
2,977
-42
-1% -$7.33K 0.22% 17
2022
Q3 		$434K Hold
3,019
– – 0.2% 16
2022
Q2 		$437K Sell
3,019
-61
-2% -$10.1K 0.2% 17
2022
Q1 		$502K Sell
3,080
-382
-11% -$54.8K 0.21% 17
2021
Q4 		$406K Buy
3,462
+500
+17% +$56.8K 0.17% 15
2021
Q3 		$300K Sell
2,962
-500
-14% -$49.9K 0.13% 19
2021
Q2 		$363K Hold
3,462
– – 0.15% 15
2021
Q1 		$363K Sell
3,462
-209
-6% -$20.4K 0.17% 16
2020
Q4 		$340K Buy
+3,671
New +$297K 0.16% 16

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 $336B AUM 34.66% 1-Year Est. Return

Compton Financial Group's CVX Position: Q1 2026 in Review

Compton Financial Group increased its Chevron (CVX) stake by 1.9% in Q1 2026, buying an estimated $10.2K and bringing the position to 2,944 shares worth $609K. The position accounts for 0.13% of the portfolio, ranked #36.

Compton Financial Group first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Compton Financial Group held 2,944 shares of Chevron worth $609K as of Q1 2026.
  • Compton Financial Group bought 56 Chevron shares in Q1 2026, an estimated $10.2K.
  • Chevron made up 0.13% of Compton Financial Group's portfolio in Q1 2026, its #36 holding.
  • Compton Financial Group first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Compton Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.