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Copley Financial Group’s Chevron CVX Stock Holding History

Copley 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 		$1.74M Buy
8,406
+1,538
+22% +$280K 1.05% 16
2025
Q4 		$1.05M Buy
6,868
+395
+6% +$60.2K 0.65% 22
2025
Q3 		$1.01M Buy
6,473
+36
+0.6% +$5.58K 0.69% 23
2025
Q2 		$922K Buy
6,437
+90
+1% +$12.7K 0.68% 22
2025
Q1 		$1.06M Buy
6,347
+349
+6% +$54.6K 0.81% 18
2024
Q4 		$869K Buy
5,998
+471
+9% +$72.1K 0.67% 23
2024
Q3 		$814K Buy
+5,527
New +$823K 0.74% 18

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

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

Copley Financial Group increased its Chevron (CVX) stake by 22% in Q1 2026, buying an estimated $280K and bringing the position to 8,406 shares worth $1.74M. The position accounts for 1.05% of the portfolio, ranked #16.

Copley Financial Group first reported a position in CVX in Q3 2024 and has held it in 7 quarters since. 4,275 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Copley Financial Group held 8,406 shares of Chevron worth $1.74M as of Q1 2026.
  • Copley Financial Group bought 1,538 Chevron shares in Q1 2026, an estimated $280K.
  • Chevron made up 1.05% of Copley Financial Group's portfolio in Q1 2026, its #16 holding.
  • Copley Financial Group first reported a position in Chevron in Q3 2024 and has held it in 7 quarters since.
  • 4,275 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.