Convergence Financial’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.41M Buy
6,838
+1,892
+38% +$345K 0.15% 80
2025
Q4
$754K Buy
4,946
+209
+4% +$31.8K 0.11% 97
2025
Q3
$736K Buy
4,737
+126
+3% +$19.5K 0.11% 100
2025
Q2
$660K Sell
4,611
-1
-0% -$141 0.11% 97
2025
Q1
$772K Sell
4,612
-5,763
-56% -$902K 0.15% 77
2024
Q4
$1.5M Buy
10,375
+652
+7% +$99.8K 0.3% 49
2024
Q3
$1.43M Buy
9,723
+1,149
+13% +$171K 0.3% 50
2024
Q2
$1.34M Buy
+8,574
New +$1.37M 0.35% 39

Other funds holding CVX

Convergence Financial's CVX Position: Q1 2026 in Review

Convergence Financial increased its Chevron (CVX) stake by 38% in Q1 2026, buying an estimated $345K and bringing the position to 6,838 shares worth $1.41M. The position accounts for 0.15% of the portfolio, ranked #80.

Convergence Financial first reported a position in CVX in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q4 2024. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Convergence Financial held 6,838 shares of Chevron worth $1.41M as of Q1 2026.
  • Convergence Financial bought 1,892 Chevron shares in Q1 2026, an estimated $345K.
  • Chevron made up 0.15% of Convergence Financial's portfolio in Q1 2026, its #80 holding.
  • Convergence Financial first reported a position in Chevron in Q2 2024 and has held it in 8 quarters since.
  • Convergence Financial's Chevron position peaked at $1.5M in Q4 2024.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.