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Cosner Financial Group’s Chevron CVX Stock Holding History

Cosner 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 		$3.47M Sell
20,941
-36
-0.2% -$6.7K 1.78% 12
2026
Q1 		$4.34M Sell
20,977
-3,966
-16% -$723K 2.38% 12
2025
Q4 		$3.8M Hold
24,943
– – 1.94% 13
2025
Q3 		$3.88M Hold
24,943
– – 2.08% 12
2025
Q2 		$3.57M Hold
24,943
– – 1.99% 13
2025
Q1 		$4.17M Hold
24,943
– – 2.55% 12
2024
Q4 		$3.61M Sell
24,943
-22
-0.1% -$3.37K 2.29% 12
2024
Q3 		$3.68M Buy
24,965
+26
+0.1% +$3.87K 2.37% 12
2024
Q2 		$3.9M Hold
24,939
– – 2.76% 12
2024
Q1 		$3.93M Hold
24,939
– – 2.82% 12
2023
Q4 		$3.72M Buy
+24,939
New +$3.77M 3.14% 10
2023
Q3 		– Sell
-24,939
Closed -$3.92M – 24
2023
Q2 		$3.92M Buy
+24,939
New +$4M 3.23% 13

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

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

Cosner Financial Group reduced its Chevron (CVX) stake by 0.17% in Q2 2026, selling an estimated $6.7K and leaving 20,941 shares worth $3.47M. The position accounts for 1.78% of the portfolio, ranked #12.

Cosner Financial Group first reported a position in CVX in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.34M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cosner Financial Group held 20,941 shares of Chevron worth $3.47M as of Q2 2026.
  • Cosner Financial Group sold 36 Chevron shares in Q2 2026, an estimated $6.7K.
  • Chevron made up 1.78% of Cosner Financial Group's portfolio in Q2 2026, its #12 holding.
  • Cosner Financial Group first reported a position in Chevron in Q2 2023 and has held it in 12 quarters since.
  • Cosner Financial Group's Chevron position peaked at $4.34M in Q1 2026.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cosner Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.