Exeter Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.61M | Sell |
27,817
-29
| -0.1% | -$5.4K | 1.76% | 19 |
|
|
2026
Q1 | $5.76M | Buy |
27,846
+721
| +3% | +$131K | 2.35% | 11 |
|
|
2025
Q4 | $4.13M | Buy |
27,125
+474
| +2% | +$72.2K | 1.76% | 18 |
|
|
2025
Q3 | $4.14M | Sell |
26,651
-15
| -0.1% | -$2.32K | 1.79% | 18 |
|
|
2025
Q2 | $3.82M | Buy |
26,666
+13
| +0% | +$1.83K | 1.7% | 20 |
|
|
2025
Q1 | $4.46M | Buy |
26,653
+68
| +0.3% | +$10.6K | 2% | 15 |
|
|
2024
Q4 | $3.85M | Buy |
26,585
+642
| +2% | +$98.3K | 1.76% | 18 |
|
|
2024
Q3 | $3.82M | Buy |
25,943
+167
| +0.6% | +$24.9K | 1.69% | 19 |
|
|
2024
Q2 | $4.03M | Sell |
25,776
-77
| -0.3% | -$12.3K | 1.92% | 15 |
|
|
2024
Q1 | $4.15M | Buy |
25,853
+527
| +2% | +$79.5K | 1.91% | 15 |
|
|
2023
Q4 | $3.69M | Buy |
25,326
+439
| +2% | +$66.4K | 1.79% | 17 |
|
|
2023
Q3 | $4.2M | Buy |
24,887
+298
| +1% | +$48.1K | 2.22% | 11 |
|
|
2023
Q2 | $3.89M | Sell |
24,589
-1,532
| -6% | -$246K | 2.01% | 14 |
|
|
2023
Q1 | $4.4M | Sell |
26,121
-562
| -2% | -$94.2K | 2.2% | 13 |
|
|
2022
Q4 | $4.79M | Sell |
26,683
-50
| -0.2% | -$8.72K | 2.49% | 9 |
|
|
2022
Q3 | $3.84M | Buy |
26,733
+627
| +2% | +$95.6K | 2.23% | 12 |
|
|
2022
Q2 | $3.78M | Sell |
26,106
-552
| -2% | -$91.2K | 2.11% | 14 |
|
|
2022
Q1 | $4.34M | Buy |
26,658
+178
| +0.7% | +$25.5K | 2.35% | 12 |
|
|
2021
Q4 | $3.31M | Buy |
26,480
+7
| +0% | +$795 | 1.81% | 17 |
|
|
2021
Q3 | $2.69M | Buy |
26,473
+335
| +1% | +$33.4K | 1.6% | 22 |
|
|
2021
Q2 | $2.77M | Buy |
26,138
+847
| +3% | +$89.4K | 1.61% | 21 |
|
|
2021
Q1 | $2.65M | Buy |
25,291
+764
| +3% | +$74.6K | 1.67% | 22 |
|
|
2020
Q4 | $2.07M | Buy |
24,527
+428
| +2% | +$34.7K | 1.44% | 24 |
|
|
2020
Q3 | $1.74M | Buy |
24,099
+2,133
| +10% | +$179K | 1.36% | 27 |
|
|
2020
Q2 | $1.96M | Sell |
21,966
-1,224
| -5% | -$110K | 1.63% | 22 |
|
|
2020
Q1 | $1.68M | Buy |
23,190
+338
| +1% | +$33.4K | 1.58% | 23 |
|
|
2019
Q4 | $2.75M | Sell |
22,852
-2,352
| -9% | -$277K | 2.14% | 16 |
|
|
2019
Q3 | $2.99M | Sell |
25,204
-160
| -0.6% | -$19.4K | 2.38% | 15 |
|
|
2019
Q2 | $3.16M | Buy |
25,364
+198
| +0.8% | +$23.9K | 2.64% | 11 |
|
|
2019
Q1 | $3.1M | Sell |
25,166
-85
| -0.3% | -$10.1K | 2.68% | 12 |
|
|
2018
Q4 | $2.75M | Buy |
25,251
+522
| +2% | +$60.5K | 2.59% | 13 |
|
|
2018
Q3 | $3.02M | Buy |
24,729
+279
| +1% | +$33.8K | 2.48% | 14 |
|
|
2018
Q2 | $3.09M | Sell |
24,450
-1,119
| -4% | -$139K | 2.72% | 9 |
|
|
2018
Q1 | $2.92M | Sell |
25,569
-99
| -0.4% | -$11.8K | 2.5% | 11 |
|
|
2017
Q4 | $3.21M | Buy |
+25,668
| New | +$3.04M | 2.8% | 10 |
|
Other funds holding CVX
FWCM
Exeter Financial's CVX Position: Q2 2026 in Review
Exeter Financial reduced its Chevron (CVX) stake by 0.1% in Q2 2026, selling an estimated $5.4K and leaving 27,817 shares worth $4.61M. The position accounts for 1.76% of the portfolio, ranked #19.
Exeter Financial first reported a position in CVX in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.76M in Q1 2026. 1,707 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Exeter Financial held 27,817 shares of Chevron worth $4.61M as of Q2 2026.
- Exeter Financial sold 29 Chevron shares in Q2 2026, an estimated $5.4K.
- Chevron made up 1.76% of Exeter Financial's portfolio in Q2 2026, its #19 holding.
- Exeter Financial first reported a position in Chevron in Q4 2017 and has held it in 35 quarters since.
- Exeter Financial's Chevron position peaked at $5.76M in Q1 2026.
- 1,707 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Exeter Financial's 13F filing for Q2 2026, filed 16 Jul 2026.