CFS
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Coordinated Financial Services’s Chevron CVX Stock Holding History

Coordinated Financial Services’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 		$611K Sell
2,955
-43
-1% -$7.84K 0.35% 86
2025
Q4 		$457K Buy
2,998
+313
+12% +$47.7K 0.26% 105
2025
Q3 		$417K Buy
2,685
+263
+11% +$40.7K 0.27% 104
2025
Q2 		$347K Buy
2,422
+42
+2% +$5.92K 0.24% 109
2025
Q1 		$398K Buy
2,380
+5
+0.2% +$783 0.31% 91
2024
Q4 		$344K Buy
+2,375
New +$364K 0.27% 99
2024
Q2 		$424K Buy
2,708
+7
+0.3% +$1.12K 0.36% 77
2024
Q1 		$426K Buy
+2,701
New +$408K 0.37% 77

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 $295B AUM 31.6% 1-Year Est. Return

Coordinated Financial Services's CVX Position: Q1 2026 in Review

Coordinated Financial Services reduced its Chevron (CVX) stake by 1.4% in Q1 2026, selling an estimated $7.84K and leaving 2,955 shares worth $611K. The position accounts for 0.35% of the portfolio, ranked #86.

Coordinated Financial Services first reported a position in CVX in Q1 2024 and has held it in 8 quarters since. 4,266 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Coordinated Financial Services held 2,955 shares of Chevron worth $611K as of Q1 2026.
  • Coordinated Financial Services sold 43 Chevron shares in Q1 2026, an estimated $7.84K.
  • Chevron made up 0.35% of Coordinated Financial Services's portfolio in Q1 2026, its #86 holding.
  • Coordinated Financial Services first reported a position in Chevron in Q1 2024 and has held it in 8 quarters since.
  • 4,266 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.