DFG
CVX icon

Demars Financial Group’s Chevron CVX Stock Holding History

Demars Financial Group’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 		$1.5M Buy
9,067
+686
+8% +$128K 0.42% 34
2026
Q1 		$1.73M Buy
8,381
+125
+2% +$22.8K 0.57% 23
2025
Q4 		$1.26M Buy
8,256
+150
+2% +$22.8K 0.42% 25
2025
Q3 		$1.26M Hold
8,106
– – 0.44% 23
2025
Q2 		$1.16M Buy
+8,106
New +$1.14M 0.45% 21
2024
Q4 		– Sell
-1,628
Closed -$240K – 73
2024
Q3 		$240K Sell
1,628
-3
-0.2% -$447 0.11% 63
2024
Q2 		$255K Hold
1,631
– – 0.12% 62
2024
Q1 		$257K Hold
1,631
– – 0.13% 59
2023
Q4 		$243K Hold
1,631
– – 0.13% 61
2023
Q3 		$275K Sell
1,631
-144
-8% -$23.3K 0.16% 68
2023
Q2 		$279K Buy
1,775
+10
+0.6% +$1.6K 0.16% 65
2023
Q1 		$288K Sell
1,765
-100
-5% -$16.8K 0.16% 64
2022
Q4 		$335K Hold
1,865
– – 0.18% 58
2022
Q3 		$268K Sell
1,865
-276
-13% -$42.1K 0.16% 62
2022
Q2 		$310K Buy
2,141
+220
+11% +$36.4K 0.18% 65
2022
Q1 		$313K Sell
1,921
-2
-0.1% -$287 0.16% 69
2021
Q4 		$226K Buy
+1,923
New +$218K 0.12% 85

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

Demars Financial Group's CVX Position: Q2 2026 in Review

Demars Financial Group increased its Chevron (CVX) stake by 8.2% in Q2 2026, buying an estimated $128K and bringing the position to 9,067 shares worth $1.5M. The position accounts for 0.42% of the portfolio, ranked #34.

Demars Financial Group first reported a position in CVX in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.73M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Demars Financial Group held 9,067 shares of Chevron worth $1.5M as of Q2 2026.
  • Demars Financial Group bought 686 Chevron shares in Q2 2026, an estimated $128K.
  • Chevron made up 0.42% of Demars Financial Group's portfolio in Q2 2026, its #34 holding.
  • Demars Financial Group first reported a position in Chevron in Q4 2021 and has held it in 17 quarters since.
  • Demars Financial Group's Chevron position peaked at $1.73M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.