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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
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

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

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

Cosner Financial Group reduced its Chevron (CVX) stake by 16% in Q1 2026, selling an estimated $723K and leaving 20,977 shares worth $4.34M. The position accounts for 2.38% of the portfolio, ranked #12.

Cosner Financial Group first reported a position in CVX in Q2 2023 and has held it in 11 quarters since. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Cosner Financial Group held 20,977 shares of Chevron worth $4.34M as of Q1 2026.
  • Cosner Financial Group sold 3,966 Chevron shares in Q1 2026, an estimated $723K.
  • Chevron made up 2.38% of Cosner Financial Group's portfolio in Q1 2026, its #12 holding.
  • Cosner Financial Group first reported a position in Chevron in Q2 2023 and has held it in 11 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Cosner Financial Group's 13F filing for Q1 2026, filed 1 May 2026.