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First Citizens Financial Corp’s Chevron CVX Stock Holding History

First Citizens Financial Corp’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 		$208K Hold
1,256
– – 0.09% 137
2026
Q1 		$260K Buy
+1,256
New +$229K 0.12% 119
2025
Q2 		– Sell
-1,360
Closed -$228K – 125
2025
Q1 		$228K Buy
+1,360
New +$213K 0.13% 113
2024
Q4 		– Sell
-2,028
Closed -$299K – 123
2024
Q3 		$299K Sell
2,028
-10
-0.5% -$1.49K 0.16% 91
2024
Q2 		$319K Sell
2,038
-128
-6% -$20.4K 0.19% 86
2024
Q1 		$342K Buy
2,166
+46
+2% +$6.94K 0.2% 83
2023
Q4 		$316K Hold
2,120
– – 0.2% 84
2023
Q3 		$357K Hold
2,120
– – 0.25% 74
2023
Q2 		$334K Buy
+2,120
New +$340K 0.23% 80
2022
Q4 		$327K Buy
1,820
+400
+28% +$69.8K 0.28% 67
2022
Q3 		$204K Sell
1,420
-400
-22% -$61K 0.2% 87
2022
Q2 		$263K Hold
1,820
– – 0.23% 81
2022
Q1 		$296K Hold
1,820
– – 0.22% 81
2021
Q4 		$214K Buy
+1,820
New +$207K 0.16% 104
2021
Q3 		– Sell
-2,036
Closed -$213K – 103
2021
Q2 		$213K Sell
2,036
-225
-10% -$23.8K 0.16% 110
2021
Q1 		$237K Sell
2,261
-234
-9% -$22.8K 0.19% 96
2020
Q4 		$211K Sell
2,495
-398
-14% -$32.2K 0.18% 101
2020
Q3 		$208K Buy
2,893
+3
+0.1% +$252 0.21% 96
2020
Q2 		$258K Sell
2,890
-906
-24% -$81.1K 0.27% 76
2020
Q1 		$275K Sell
3,796
-558
-13% -$55.1K 0.36% 57
2019
Q4 		$525K Buy
+4,354
New +$513K 0.52% 39

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

First Citizens Financial Corp's CVX Position: Q2 2026 in Review

First Citizens Financial Corp held its Chevron (CVX) position steady in Q2 2026 at 1,256 shares worth $208K. The position accounts for 0.09% of the portfolio, ranked #137.

First Citizens Financial Corp first reported a position in CVX in Q4 2019 and has held it in 21 quarters since. The position peaked at $525K in Q4 2019. 1,514 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • First Citizens Financial Corp held 1,256 shares of Chevron worth $208K as of Q2 2026.
  • First Citizens Financial Corp left its Chevron share count unchanged in Q2 2026.
  • Chevron made up 0.09% of First Citizens Financial Corp's portfolio in Q2 2026, its #137 holding.
  • First Citizens Financial Corp first reported a position in Chevron in Q4 2019 and has held it in 21 quarters since.
  • First Citizens Financial Corp's Chevron position peaked at $525K in Q4 2019.
  • 1,514 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.