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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
Q2 		$772K Sell
4,025
-849
-17% -$158K 0.05% 267
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Ethos Financial Group reduced its Chevron (CVX) stake by 17% in Q2 2026, selling an estimated $158K and leaving 4,025 shares worth $772K. The position accounts for 0.05% of the portfolio, ranked #267.

Ethos Financial Group first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.11M in Q4 2023. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Ethos Financial Group held 4,025 shares of Chevron worth $772K as of Q2 2026.
  • Ethos Financial Group sold 849 Chevron shares in Q2 2026, an estimated $158K.
  • Chevron made up 0.05% of Ethos Financial Group's portfolio in Q2 2026, its #267 holding.
  • Ethos Financial Group first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Ethos Financial Group's Chevron position peaked at $1.11M in Q4 2023.
  • 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.