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CRA Financial Services’s Chevron CVX Stock Holding History

CRA 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
Q2 		$3.1M Buy
18,694
+143
+0.8% +$26.6K 0.36% 59
2026
Q1 		$3.84M Buy
18,551
+795
+4% +$145K 0.5% 45
2025
Q4 		$2.71M Buy
17,756
+470
+3% +$71.6K 0.35% 61
2025
Q3 		$2.68M Buy
17,286
+100
+0.6% +$15.5K 0.37% 56
2025
Q2 		$2.46M Buy
17,186
+3,216
+23% +$453K 0.38% 54
2025
Q1 		$2.34M Buy
13,970
+550
+4% +$86.1K 0.4% 52
2024
Q4 		$1.94M Buy
13,420
+512
+4% +$78.4K 0.33% 56
2024
Q3 		$1.9M Buy
12,908
+58
+0.5% +$8.63K 0.35% 52
2024
Q2 		$2.01M Buy
12,850
+207
+2% +$33K 0.41% 45
2024
Q1 		$1.99M Buy
12,643
+23
+0.2% +$3.47K 0.43% 45
2023
Q4 		$1.88M Buy
12,620
+1,183
+10% +$179K 0.46% 43
2023
Q3 		$1.93M Sell
11,437
-1,039
-8% -$168K 0.53% 37
2023
Q2 		$1.96M Buy
12,476
+60
+0.5% +$9.62K 0.53% 39
2023
Q1 		$2.03M Buy
12,416
+831
+7% +$139K 0.6% 35
2022
Q4 		$2.08M Buy
11,585
+609
+6% +$106K 0.68% 33
2022
Q3 		$1.58M Buy
10,976
+109
+1% +$16.6K 0.57% 34
2022
Q2 		$1.57M Buy
10,867
+212
+2% +$35K 0.54% 33
2022
Q1 		$1.74M Buy
10,655
+157
+1% +$22.5K 0.52% 35
2021
Q4 		$1.23M Buy
10,498
+1,889
+22% +$215K 0.37% 47
2021
Q3 		$873K Buy
8,609
+487
+6% +$48.6K 0.3% 70
2021
Q2 		$851K Buy
8,122
+4
+0% +$422 0.3% 68
2021
Q1 		$851K Buy
8,118
+106
+1% +$10.3K 0.33% 56
2020
Q4 		$677K Sell
8,012
-6,858
-46% -$555K 0.28% 75
2020
Q3 		$1.07M Sell
14,870
-2,233
-13% -$188K 0.51% 35
2020
Q2 		$1.53M Buy
17,103
+29
+0.2% +$2.6K 0.81% 26
2020
Q1 		$1.24M Buy
17,074
+3,733
+28% +$369K 0.79% 30
2019
Q4 		$1.61M Buy
13,341
+907
+7% +$107K 0.88% 27
2019
Q3 		$1.48M Buy
12,434
+284
+2% +$34.5K 0.89% 29
2019
Q2 		$1.51M Buy
12,150
+576
+5% +$69.6K 0.91% 30
2019
Q1 		$1.43M Sell
11,574
-346
-3% -$40.9K 0.93% 31
2018
Q4 		$1.3M Buy
+11,920
New +$1.38M 0.94% 30

Other funds holding CVX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

CRA Financial Services's CVX Position: Q2 2026 in Review

CRA Financial Services increased its Chevron (CVX) stake by 0.77% in Q2 2026, buying an estimated $26.6K and bringing the position to 18,694 shares worth $3.1M. The position accounts for 0.36% of the portfolio, ranked #59.

CRA Financial Services first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.84M in Q1 2026. 2,524 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • CRA Financial Services held 18,694 shares of Chevron worth $3.1M as of Q2 2026.
  • CRA Financial Services bought 143 Chevron shares in Q2 2026, an estimated $26.6K.
  • Chevron made up 0.36% of CRA Financial Services's portfolio in Q2 2026, its #59 holding.
  • CRA Financial Services first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
  • CRA Financial Services's Chevron position peaked at $3.84M in Q1 2026.
  • 2,524 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.