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Curran Financial Partners’s Chevron CVX Stock Holding History

Curran Financial Partners’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 		$1.36M Sell
6,559
-16
-0.2% -$2.92K 0.24% 51
2025
Q4 		$1M Sell
6,575
-71
-1% -$10.8K 0.19% 65
2025
Q3 		$1.03M Sell
6,646
-88
-1% -$13.6K 0.2% 62
2025
Q2 		$964K Buy
6,734
+51
+0.8% +$7.19K 0.21% 61
2025
Q1 		$1.12M Buy
6,683
+87
+1% +$13.6K 0.27% 46
2024
Q4 		$955K Buy
6,596
+222
+3% +$34K 0.25% 51
2024
Q3 		$939K Sell
6,374
-292
-4% -$43.5K 0.27% 51
2024
Q2 		$1.04M Buy
6,666
+186
+3% +$29.7K 0.35% 47
2024
Q1 		$1.02M Sell
6,480
-275
-4% -$41.5K 0.36% 49
2023
Q4 		$979K Buy
6,755
+43
+0.6% +$6.5K 0.38% 47
2023
Q3 		$1.13M Buy
6,712
+228
+4% +$36.8K 0.49% 38
2023
Q2 		$1.02M Buy
6,484
+232
+4% +$37.2K 0.44% 44
2023
Q1 		$1.02M Buy
6,252
+215
+4% +$36K 0.48% 36
2022
Q4 		$1.08M Sell
6,037
-387
-6% -$67.5K 0.52% 39
2022
Q3 		$923K Buy
6,424
+21
+0.3% +$3.2K 0.47% 33
2022
Q2 		$927K Buy
6,403
+2,873
+81% +$475K 0.44% 37
2022
Q1 		$575K Sell
3,530
-18
-0.5% -$2.58K 0.24% 53
2021
Q4 		$416K Buy
3,548
+429
+14% +$48.7K 0.18% 51
2021
Q3 		$315K Buy
3,119
+72
+2% +$7.18K 0.16% 46
2021
Q2 		$319K Buy
3,047
+150
+5% +$15.8K 0.18% 53
2021
Q1 		$304K Hold
2,897
– – 0.22% 49
2020
Q4 		$245K Buy
+2,897
New +$235K 0.21% 50

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 $295B AUM 31.6% 1-Year Est. Return

Curran Financial Partners's CVX Position: Q1 2026 in Review

Curran Financial Partners reduced its Chevron (CVX) stake by 0.24% in Q1 2026, selling an estimated $2.92K and leaving 6,559 shares worth $1.36M. The position accounts for 0.24% of the portfolio, ranked #51.

Curran Financial Partners first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. 4,268 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Curran Financial Partners held 6,559 shares of Chevron worth $1.36M as of Q1 2026.
  • Curran Financial Partners sold 16 Chevron shares in Q1 2026, an estimated $2.92K.
  • Chevron made up 0.24% of Curran Financial Partners's portfolio in Q1 2026, its #51 holding.
  • Curran Financial Partners first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.