Ethos Financial Group’s Chevron CVX Stock Holding History

Ethos 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 Q1	$1.01M	Buy	4,874 +1,915	+65%	+$349K	0.07%	197
2025 Q4	$451K	Sell	2,959 -676	-19%	-$103K	0.03%	312
2025 Q3	$564K	Buy	3,635 +23	+0.6%	+$3.56K	0.04%	250
2025 Q2	$517K	Sell	3,612 -2,001	-36%	-$282K	0.04%	257
2025 Q1	$819K	Buy	5,613 +185	+3%	+$29K	0.08%	170
2024 Q4	$788K	Sell	5,428 -296	-5%	-$45.3K	0.1%	115
2024 Q3	$843K	Sell	5,724 -407	-7%	-$60.6K	0.14%	90
2024 Q2	$980K	Sell	6,131 -465	-7%	-$74.1K	0.17%	78
2024 Q1	$1.04M	Sell	6,596 -825	-11%	-$124K	0.2%	74
2023 Q4	$1.11M	Buy	7,421 +2,225	+43%	+$337K	0.24%	71
2023 Q3	$876K	Buy	5,196 +286	+6%	+$46.2K	0.23%	63
2023 Q2	$801K	Hold	4,910	–	–	0.27%	56
2023 Q1	$801K	Buy	4,910 +119	+2%	+$20K	0.25%	62
2022 Q4	$861K	Buy	+4,791	New	+$836K	0.29%	55

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ethos Financial Group's CVX Position: Q1 2026 in Review

Ethos Financial Group increased its Chevron (CVX) stake by 65% in Q1 2026, buying an estimated $349K and bringing the position to 4,874 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #197.

Ethos Financial Group first reported a position in CVX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.11M in Q4 2023. 4,275 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Ethos Financial Group held 4,874 shares of Chevron worth $1.01M as of Q1 2026.
Ethos Financial Group bought 1,915 Chevron shares in Q1 2026, an estimated $349K.
Chevron made up 0.07% of Ethos Financial Group's portfolio in Q1 2026, its #197 holding.
Ethos Financial Group first reported a position in Chevron in Q4 2022 and has held it in 14 quarters since.
Ethos Financial Group's Chevron position peaked at $1.11M in Q4 2023.
4,275 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.