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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
Q3 		$3.69M Buy
18,047
+316
+2% +$62.2K 0.29% 63
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Cooper Financial Group's CVX Position: Q3 2026 in Review

Cooper Financial Group increased its Chevron (CVX) stake by 1.8% in Q3 2026, buying an estimated $62.2K and bringing the position to 18,047 shares worth $3.69M. The position accounts for 0.29% of the portfolio, ranked #63.

Cooper Financial Group first reported a position in CVX in Q2 2019 and has held it in 30 quarters since. 244 funds tracked by Wall St. Rank hold CVX as of Q3 2026.

  • Cooper Financial Group held 18,047 shares of Chevron worth $3.69M as of Q3 2026.
  • Cooper Financial Group bought 316 Chevron shares in Q3 2026, an estimated $62.2K.
  • Chevron made up 0.29% of Cooper Financial Group's portfolio in Q3 2026, its #63 holding.
  • Cooper Financial Group first reported a position in Chevron in Q2 2019 and has held it in 30 quarters since.
  • 244 funds tracked by Wall St. Rank held Chevron as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.