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Cooper Financial Group’s Chevron CVX Stock Holding History

Cooper 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
Q2 		$2.94M Sell
17,731
-29
-0.2% -$5.4K 0.24% 74
2026
Q1 		$3.67M Buy
17,760
+854
+5% +$156K 0.37% 49
2025
Q4 		$2.58M Buy
16,906
+89
+0.5% +$13.6K 0.27% 63
2025
Q3 		$2.61M Sell
16,817
-72
-0.4% -$11.2K 0.29% 58
2025
Q2 		$2.42M Sell
16,889
-2,077
-11% -$293K 0.28% 61
2025
Q1 		$3.17M Buy
18,966
+1,306
+7% +$204K 0.42% 48
2024
Q4 		$2.56M Sell
17,660
-214
-1% -$32.8K 0.31% 57
2024
Q3 		$2.63M Sell
17,874
-2,078
-10% -$309K 0.34% 54
2024
Q2 		$3.12M Buy
19,952
+1,994
+11% +$318K 0.46% 37
2024
Q1 		$2.83M Buy
17,958
+353
+2% +$53.3K 0.47% 35
2023
Q4 		$2.63M Sell
17,605
-284
-2% -$43K 0.48% 35
2023
Q3 		$3.02M Buy
17,889
+92
+0.5% +$14.9K 0.73% 27
2023
Q2 		$2.8M Buy
17,797
+5,863
+49% +$940K 0.69% 27
2023
Q1 		$1.95M Buy
11,934
+1,443
+14% +$242K 0.52% 36
2022
Q4 		$1.88M Buy
10,491
+875
+9% +$153K 0.58% 36
2022
Q3 		$1.38M Buy
9,616
+460
+5% +$70.2K 0.5% 49
2022
Q2 		$1.33M Buy
9,156
+3
+0% +$496 0.48% 57
2022
Q1 		$1.49M Buy
9,153
+125
+1% +$17.9K 0.57% 43
2021
Q4 		$1.06M Sell
9,028
-242
-3% -$27.5K 0.4% 63
2021
Q3 		$940K Sell
9,270
-47
-0.5% -$4.69K 0.2% 76
2021
Q2 		$976K Buy
9,317
+199
+2% +$21K 0.2% 73
2021
Q1 		$955K Sell
9,118
-7,228
-44% -$706K 0.22% 68
2020
Q4 		$1.38M Buy
16,346
+5,767
+55% +$467K 0.28% 59
2020
Q3 		$762K Sell
10,579
-160
-1% -$13.5K 0.22% 64
2020
Q2 		$958K Buy
10,739
+187
+2% +$16.7K 0.31% 48
2020
Q1 		$765K Buy
10,552
+7,758
+278% +$767K 0.32% 51
2019
Q4 		$337K Buy
2,794
+374
+15% +$44.1K 0.13% 95
2019
Q3 		$287K Sell
2,420
-41
-2% -$4.98K 0.13% 102
2019
Q2 		$306K Buy
+2,461
New +$298K 0.15% 91

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Cooper Financial Group's CVX Position: Q2 2026 in Review

Cooper Financial Group reduced its Chevron (CVX) stake by 0.16% in Q2 2026, selling an estimated $5.4K and leaving 17,731 shares worth $2.94M. The position accounts for 0.24% of the portfolio, ranked #74.

Cooper Financial Group first reported a position in CVX in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.67M in Q1 2026. 2,549 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cooper Financial Group held 17,731 shares of Chevron worth $2.94M as of Q2 2026.
  • Cooper Financial Group sold 29 Chevron shares in Q2 2026, an estimated $5.4K.
  • Chevron made up 0.24% of Cooper Financial Group's portfolio in Q2 2026, its #74 holding.
  • Cooper Financial Group first reported a position in Chevron in Q2 2019 and has held it in 29 quarters since.
  • Cooper Financial Group's Chevron position peaked at $3.67M in Q1 2026.
  • 2,549 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.