CWS
CVX icon

Cypress Wealth Services’s Chevron CVX Stock Holding History

Cypress Wealth 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 		$2.67M Sell
16,117
-298
-2% -$55.5K 0.33% 65
2026
Q1 		$3.4M Sell
16,415
-176
-1% -$32.1K 0.48% 48
2025
Q4 		$2.53M Buy
16,591
+6,475
+64% +$986K 0.35% 58
2025
Q3 		$1.57M Buy
10,116
+522
+5% +$80.8K 0.26% 73
2025
Q2 		$1.37M Sell
9,594
-72
-0.7% -$10.2K 0.25% 79
2025
Q1 		$1.62M Buy
9,666
+37
+0.4% +$5.79K 0.33% 62
2024
Q4 		$1.39M Sell
9,629
-1,072
-10% -$164K 0.28% 69
2024
Q3 		$1.58M Buy
10,701
+1,241
+13% +$185K 0.33% 61
2024
Q2 		$1.48M Sell
9,460
-271
-3% -$43.2K 0.33% 63
2024
Q1 		$1.54M Buy
9,731
+767
+9% +$116K 0.36% 61
2023
Q4 		$1.34M Sell
8,964
-11
-0.1% -$1.66K 0.33% 62
2023
Q3 		$1.51M Buy
8,975
+34
+0.4% +$5.49K 0.42% 51
2023
Q2 		$1.37M Buy
8,941
+238
+3% +$38.2K 0.36% 59
2023
Q1 		$1.42M Sell
8,703
-109
-1% -$18.3K 0.42% 57
2022
Q4 		$1.58M Buy
8,812
+22
+0.3% +$3.84K 0.51% 50
2022
Q3 		$1.41M Buy
8,790
+651
+8% +$99.3K 0.48% 50
2022
Q2 		$1.18M Buy
8,139
+383
+5% +$63.3K 0.38% 62
2022
Q1 		$1.26M Sell
7,756
-419
-5% -$60.1K 0.34% 57
2021
Q4 		$959K Sell
8,175
-190
-2% -$21.6K 0.26% 71
2021
Q3 		$849K Sell
8,365
-1,449
-15% -$145K 0.25% 71
2021
Q2 		$1.03M Buy
9,814
+2,999
+44% +$317K 0.28% 70
2021
Q1 		$714K Sell
6,815
-28
-0.4% -$2.73K 0.15% 114
2020
Q4 		$578K Buy
+6,843
New +$554K 0.13% 127
2020
Q3 		– Sell
-8,473
Closed -$713K – 306
2020
Q2 		$756K Sell
8,473
-82
-1% -$7.34K 0.18% 109
2020
Q1 		$620K Sell
8,555
-20,747
-71% -$2.05M 0.18% 113
2019
Q4 		$3.53M Sell
29,302
-423
-1% -$49.8K 0.89% 32
2019
Q3 		$3.52M Sell
29,725
-359
-1% -$43.6K 0.97% 28
2019
Q2 		$3.74M Buy
30,084
+138
+0.5% +$16.7K 1.08% 24
2019
Q1 		$3.69M Sell
29,946
-548
-2% -$64.8K 1.17% 26
2018
Q4 		$3.32M Sell
30,494
-3,258
-10% -$377K 1.32% 22
2018
Q3 		$4.13M Buy
33,752
+1,230
+4% +$149K 1.48% 20
2018
Q2 		$4.11M Buy
32,522
+567
+2% +$70.4K 1.56% 18
2018
Q1 		$3.64M Sell
31,955
-648
-2% -$77.5K 1.55% 21
2017
Q4 		$4.08M Buy
+32,603
New +$3.87M 1.7% 18

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Cypress Wealth Services's CVX Position: Q2 2026 in Review

Cypress Wealth Services reduced its Chevron (CVX) stake by 1.8% in Q2 2026, selling an estimated $55.5K and leaving 16,117 shares worth $2.67M. The position accounts for 0.33% of the portfolio, ranked #65.

Cypress Wealth Services first reported a position in CVX in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.13M in Q3 2018. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Cypress Wealth Services held 16,117 shares of Chevron worth $2.67M as of Q2 2026.
  • Cypress Wealth Services sold 298 Chevron shares in Q2 2026, an estimated $55.5K.
  • Chevron made up 0.33% of Cypress Wealth Services's portfolio in Q2 2026, its #65 holding.
  • Cypress Wealth Services first reported a position in Chevron in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Chevron position peaked at $4.13M in Q3 2018.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.