Focus Financial Network’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 | $2.41M | Sell |
14,556
-624
| -4% | -$116K | 0.07% | 211 |
|
|
2026
Q1 | $3.14M | Sell |
15,180
-2,094
| -12% | -$382K | 0.11% | 151 |
|
|
2025
Q4 | $2.63M | Sell |
17,274
-68
| -0.4% | -$10.4K | 0.09% | 171 |
|
|
2025
Q3 | $2.69M | Sell |
17,342
-571
| -3% | -$88.4K | 0.1% | 163 |
|
|
2025
Q2 | $2.57M | Buy |
17,913
+1,097
| +7% | +$155K | 0.1% | 157 |
|
|
2025
Q1 | $2.81M | Sell |
16,816
-121
| -0.7% | -$18.9K | 0.12% | 138 |
|
|
2024
Q4 | $2.45M | Sell |
16,937
-19
| -0.1% | -$2.91K | 0.1% | 156 |
|
|
2024
Q3 | $2.5M | Buy |
16,956
+173
| +1% | +$25.8K | 0.1% | 155 |
|
|
2024
Q2 | $2.71M | Buy |
16,783
+518
| +3% | +$82.6K | 0.12% | 133 |
|
|
2024
Q1 | $2.56M | Sell |
16,265
-53,307
| -77% | -$8.04M | 0.12% | 129 |
|
|
2023
Q4 | $10.4M | Buy |
69,572
+54,596
| +365% | +$8.26M | 0.39% | 54 |
|
|
2023
Q3 | $2.53M | Buy |
14,976
+943
| +7% | +$152K | 0.14% | 125 |
|
|
2023
Q2 | $2.21M | Sell |
14,033
-946
| -6% | -$152K | 0.12% | 138 |
|
|
2023
Q1 | $2.44M | Sell |
14,979
-56
| -0.4% | -$9.39K | 0.15% | 127 |
|
|
2022
Q4 | $2.7M | Sell |
15,035
-797
| -5% | -$139K | 0.22% | 94 |
|
|
2022
Q3 | $2.27M | Buy |
15,832
+319
| +2% | +$48.6K | 0.2% | 101 |
|
|
2022
Q2 | $2.25M | Buy |
15,513
+794
| +5% | +$131K | 0.19% | 103 |
|
|
2022
Q1 | $2.4M | Sell |
14,719
-35,012
| -70% | -$5.02M | 0.17% | 110 |
|
|
2021
Q4 | $5.84M | Buy |
49,731
+7,780
| +19% | +$884K | 0.85% | 23 |
|
|
2021
Q3 | $4.26M | Buy |
41,951
+2,417
| +6% | +$241K | 0.57% | 40 |
|
|
2021
Q2 | $4.14M | Buy |
39,534
+2,039
| +5% | +$215K | 0.55% | 44 |
|
|
2021
Q1 | $3.93M | Buy |
37,495
+25,652
| +217% | +$2.5M | 0.46% | 44 |
|
|
2020
Q4 | $1M | Buy |
11,843
+986
| +9% | +$79.8K | 0.09% | 180 |
|
|
2020
Q3 | $782K | Buy |
10,857
+60
| +0.6% | +$5.05K | 0.07% | 207 |
|
|
2020
Q2 | $963K | Buy |
10,797
+1,861
| +21% | +$167K | 0.11% | 166 |
|
|
2020
Q1 | $647K | Sell |
8,936
-2,920
| -25% | -$289K | 0.09% | 183 |
|
|
2019
Q4 | $1.43M | Buy |
11,856
+1,147
| +11% | +$135K | 0.18% | 120 |
|
|
2019
Q3 | $1.27M | Sell |
10,709
-28
| -0.3% | -$3.4K | 0.18% | 116 |
|
|
2019
Q2 | $1.34M | Buy |
10,737
+878
| +9% | +$106K | 0.2% | 102 |
|
|
2019
Q1 | $1.21M | Buy |
+9,859
| New | +$1.17M | 0.19% | 104 |
|
Other funds holding CVX
Focus Financial Network's CVX Position: Q2 2026 in Review
Focus Financial Network reduced its Chevron (CVX) stake by 4.1% in Q2 2026, selling an estimated $116K and leaving 14,556 shares worth $2.41M. The position accounts for 0.07% of the portfolio, ranked #211.
Focus Financial Network first reported a position in CVX in Q1 2019 and has held it in 30 quarters since. The position peaked at $10.4M in Q4 2023. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Focus Financial Network held 14,556 shares of Chevron worth $2.41M as of Q2 2026.
- Focus Financial Network sold 624 Chevron shares in Q2 2026, an estimated $116K.
- Chevron made up 0.07% of Focus Financial Network's portfolio in Q2 2026, its #211 holding.
- Focus Financial Network first reported a position in Chevron in Q1 2019 and has held it in 30 quarters since.
- Focus Financial Network's Chevron position peaked at $10.4M in Q4 2023.
- 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.