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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
2020
Q4 		– Sell
-9,626
Closed -$693K – 328
2020
Q3 		$693K Buy
+9,626
New +$810K 0.18% 102

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.