Founders Financial Securities’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 | $3.37M | Buy |
20,357
+103
| +0.5% | +$19.2K | 0.17% | 119 |
|
|
2026
Q1 | $3.86M | Buy |
20,254
+822
| +4% | +$150K | 0.22% | 90 |
|
|
2025
Q4 | $2.96M | Buy |
19,432
+1,564
| +9% | +$238K | 0.17% | 106 |
|
|
2025
Q3 | $2.77M | Buy |
17,868
+1,064
| +6% | +$165K | 0.19% | 106 |
|
|
2025
Q2 | $2.41M | Buy |
16,804
+1,297
| +8% | +$183K | 0.18% | 111 |
|
|
2025
Q1 | $2.17M | Buy |
15,507
+599
| +4% | +$93.8K | 0.18% | 112 |
|
|
2024
Q4 | $2.16M | Buy |
14,908
+337
| +2% | +$51.6K | 0.19% | 102 |
|
|
2024
Q3 | $2.15M | Sell |
14,571
-642
| -4% | -$95.6K | 0.2% | 99 |
|
|
2024
Q2 | $2.38M | Buy |
15,213
+284
| +2% | +$45.3K | 0.23% | 90 |
|
|
2024
Q1 | $2.35M | Buy |
14,929
+3,828
| +34% | +$578K | 0.25% | 86 |
|
|
2023
Q4 | $1.66M | Buy |
11,101
+3,086
| +39% | +$467K | 0.18% | 106 |
|
|
2023
Q3 | $1.35M | Buy |
8,015
+2,282
| +40% | +$369K | 0.18% | 107 |
|
|
2023
Q2 | $902K | Sell |
5,733
-820
| -13% | -$131K | 0.12% | 154 |
|
|
2023
Q1 | $1.07M | Buy |
6,553
+728
| +12% | +$122K | 0.15% | 128 |
|
|
2022
Q4 | $1.05M | Sell |
5,825
-7,969
| -58% | -$1.39M | 0.16% | 131 |
|
|
2022
Q3 | $1.98M | Sell |
13,794
-502
| -4% | -$76.6K | 0.35% | 65 |
|
|
2022
Q2 | $2.07M | Buy |
14,296
+1,208
| +9% | +$200K | 0.4% | 51 |
|
|
2022
Q1 | $2.13M | Sell |
13,088
-307
| -2% | -$44K | 0.38% | 63 |
|
|
2021
Q4 | $1.57M | Buy |
13,395
+856
| +7% | +$97.2K | 0.28% | 77 |
|
|
2021
Q3 | $1.27M | Buy |
12,539
+703
| +6% | +$70.1K | 0.26% | 79 |
|
|
2021
Q2 | $1.24M | Buy |
11,836
+1,078
| +10% | +$114K | 0.25% | 88 |
|
|
2021
Q1 | $1.13M | Buy |
10,758
+1,029
| +11% | +$100K | 0.26% | 77 |
|
|
2020
Q4 | $822K | Buy |
+9,729
| New | +$788K | 0.2% | 94 |
|
|
2020
Q3 | – | Sell |
-9,093
| Closed | -$804K | – | 173 |
|
|
2020
Q2 | $804K | Buy |
9,093
+1,618
| +22% | +$145K | 0.26% | 71 |
|
|
2020
Q1 | $542K | Sell |
7,475
-13
| -0.2% | -$1.28K | 0.2% | 68 |
|
|
2019
Q4 | $902K | Buy |
7,488
+134
| +2% | +$15.8K | 0.31% | 57 |
|
|
2019
Q3 | $872K | Buy |
7,354
+657
| +10% | +$79.8K | 0.28% | 69 |
|
|
2019
Q2 | $833K | Sell |
6,697
-826
| -11% | -$99.9K | 0.27% | 59 |
|
|
2019
Q1 | $927K | Sell |
7,523
-102
| -1% | -$12.1K | 0.29% | 57 |
|
|
2018
Q4 | $830K | Sell |
7,625
-295
| -4% | -$34.2K | 0.3% | 54 |
|
|
2018
Q3 | $968K | Buy |
7,920
+452
| +6% | +$54.8K | 0.27% | 53 |
|
|
2018
Q2 | $944K | Sell |
7,468
-128
| -2% | -$15.9K | 0.29% | 53 |
|
|
2018
Q1 | $866K | Buy |
+7,596
| New | +$908K | 0.28% | 54 |
|
|
2014
Q2 | – | Sell |
-13,653
| Closed | -$1.62K | – | 74 |
|
|
2014
Q1 | $1.62K | Buy |
13,653
+2,785
| +26% | +$324K | 1.09% | 27 |
|
|
2013
Q4 | $1.36M | Buy |
+10,868
| New | +$1.31M | 1.14% | 20 |
|
Other funds holding CVX
AACR
Founders Financial Securities's CVX Position: Q2 2026 in Review
Founders Financial Securities increased its Chevron (CVX) stake by 0.51% in Q2 2026, buying an estimated $19.2K and bringing the position to 20,357 shares worth $3.37M. The position accounts for 0.17% of the portfolio, ranked #119.
Founders Financial Securities first reported a position in CVX in Q4 2013 and has held it in 35 quarters since. The position peaked at $3.86M in Q1 2026. 2,585 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Founders Financial Securities held 20,357 shares of Chevron worth $3.37M as of Q2 2026.
- Founders Financial Securities bought 103 Chevron shares in Q2 2026, an estimated $19.2K.
- Chevron made up 0.17% of Founders Financial Securities's portfolio in Q2 2026, its #119 holding.
- Founders Financial Securities first reported a position in Chevron in Q4 2013 and has held it in 35 quarters since.
- Founders Financial Securities's Chevron position peaked at $3.86M in Q1 2026.
- 2,585 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.