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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
Q2 		$1.17M Sell
7,043
-1,363
-16% -$254K 0.71% 22
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Copley Financial Group reduced its Chevron (CVX) stake by 16% in Q2 2026, selling an estimated $254K and leaving 7,043 shares worth $1.17M. The position accounts for 0.71% of the portfolio, ranked #22.

Copley Financial Group first reported a position in CVX in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.74M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Copley Financial Group held 7,043 shares of Chevron worth $1.17M as of Q2 2026.
  • Copley Financial Group sold 1,363 Chevron shares in Q2 2026, an estimated $254K.
  • Chevron made up 0.71% of Copley Financial Group's portfolio in Q2 2026, its #22 holding.
  • Copley Financial Group first reported a position in Chevron in Q3 2024 and has held it in 8 quarters since.
  • Copley Financial Group's Chevron position peaked at $1.74M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.