CFP
CVX icon

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
Q2 		$1.21M Buy
7,296
+737
+11% +$137K 0.18% 61
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Curran Financial Partners's CVX Position: Q2 2026 in Review

Curran Financial Partners increased its Chevron (CVX) stake by 11% in Q2 2026, buying an estimated $137K and bringing the position to 7,296 shares worth $1.21M. The position accounts for 0.18% of the portfolio, ranked #61.

Curran Financial Partners first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.36M in Q1 2026. 4,134 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Curran Financial Partners held 7,296 shares of Chevron worth $1.21M as of Q2 2026.
  • Curran Financial Partners bought 737 Chevron shares in Q2 2026, an estimated $137K.
  • Chevron made up 0.18% of Curran Financial Partners's portfolio in Q2 2026, its #61 holding.
  • Curran Financial Partners first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
  • Curran Financial Partners's Chevron position peaked at $1.36M in Q1 2026.
  • 4,134 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.