Financial Connections Group’s Chevron CVX Stock Holding History

Financial Connections 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	$43K	Buy	211 +119	+129%	+$21.7K	0.02%	118
2025 Q4	$14K	Hold	92	–	–	﹤0.01%	157
2025 Q3	$14K	Sell	92 -76	-45%	-$11.8K	0.01%	157
2025 Q2	$24K	Buy	168 +31	+23%	+$4.37K	0.01%	137
2025 Q1	$21K	Buy	137 +12	+10%	+$1.88K	0.01%	132
2024 Q4	$18K	Hold	125	–	–	0.01%	131
2024 Q3	$18K	Hold	125	–	–	0.01%	128
2024 Q2	$19K	Buy	+125	New	+$19.9K	0.01%	153
2024 Q1	–	Sell	-125	Closed	-$18K	–	181
2023 Q4	$18K	Buy	+125	New	+$18.9K	0.01%	144
2023 Q3	–	Sell	-275	Closed	-$43K	–	144
2023 Q2	$43K	Hold	275	–	–	0.03%	117
2023 Q1	$44K	Hold	275	–	–	0.03%	95
2022 Q4	$49K	Hold	275	–	–	0.04%	89
2022 Q3	$39K	Sell	275 -292	-51%	-$44.5K	0.03%	83
2022 Q2	$82K	Buy	567 +150	+36%	+$24.8K	0.07%	80
2022 Q1	$68K	Hold	417	–	–	0.07%	84
2021 Q4	$49K	Buy	+417	New	+$47.4K	0.05%	107

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

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

Financial Connections Group increased its Chevron (CVX) stake by 129% in Q1 2026, buying an estimated $21.7K and bringing the position to 211 shares worth $43K. The position accounts for 0.02% of the portfolio, ranked #118.

Financial Connections Group first reported a position in CVX in Q4 2021 and has held it in 16 quarters since. The position peaked at $82K in Q2 2022. 4,272 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

Financial Connections Group held 211 shares of Chevron worth $43K as of Q1 2026.
Financial Connections Group bought 119 Chevron shares in Q1 2026, an estimated $21.7K.
Chevron made up 0.02% of Financial Connections Group's portfolio in Q1 2026, its #118 holding.
Financial Connections Group first reported a position in Chevron in Q4 2021 and has held it in 16 quarters since.
Financial Connections Group's Chevron position peaked at $82K in Q2 2022.
4,272 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.