GFPC
CVX icon

Global Financial Private Client’s Chevron CVX Stock Holding History

Global Financial Private Client’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 		$4.73M Buy
28,551
+2,356
+9% +$439K 1.28% 14
2026
Q1 		$5.42M Buy
26,195
+1,726
+7% +$315K 1.77% 6
2025
Q4 		$3.73M Buy
24,469
+172
+0.7% +$26.2K 1.31% 11
2025
Q3 		$3.77M Buy
24,297
+25
+0.1% +$3.87K 1.34% 10
2025
Q2 		$3.48M Buy
24,272
+2,828
+13% +$399K 1.3% 11
2025
Q1 		$3.59M Buy
21,444
+69
+0.3% +$10.8K 1.37% 8
2024
Q4 		$3.1M Buy
21,375
+160
+0.8% +$24.5K 1.16% 11
2024
Q3 		$3.12M Buy
21,215
+280
+1% +$41.7K 1.22% 11
2024
Q2 		$3.27M Sell
20,935
-127
-0.6% -$20.3K 1.37% 9
2024
Q1 		$3.35M Buy
21,062
+832
+4% +$126K 1.44% 10
2023
Q4 		$3.02M Buy
20,230
+666
+3% +$101K 1.41% 10
2023
Q3 		$3.26M Sell
19,564
-126
-0.6% -$20.4K 1.68% 10
2023
Q2 		$3.1M Sell
19,690
-1,068
-5% -$171K 1.52% 12
2023
Q1 		$3.53M Buy
20,758
+1,243
+6% +$208K 1.82% 8
2022
Q4 		$3.5M Buy
19,515
+1,627
+9% +$284K 1.96% 9
2022
Q3 		$2.71M Buy
17,888
+297
+2% +$45.3K 1.56% 14
2022
Q2 		$2.58M Buy
17,591
+452
+3% +$74.7K 1.45% 16
2022
Q1 		$2.81M Buy
17,139
+4,208
+33% +$603K 1.36% 17
2021
Q4 		$1.52M Buy
12,931
+125
+1% +$14.2K 0.73% 32
2021
Q3 		$1.34M Buy
12,806
+907
+8% +$90.5K 0.69% 35
2021
Q2 		$1.26M Buy
11,899
+5,113
+75% +$540K 0.71% 34
2021
Q1 		$718K Buy
6,786
+293
+5% +$28.6K 0.51% 48
2020
Q4 		$548K Sell
6,493
-403
-6% -$32.6K 0.44% 54
2020
Q3 		$486K Sell
6,896
-344
-5% -$28.9K 0.42% 53
2020
Q2 		$634K Buy
7,240
+124
+2% +$11.1K 0.55% 44
2020
Q1 		$488K Buy
7,116
+4,480
+170% +$443K 0.52% 49
2019
Q4 		$318K Buy
+2,636
New +$310K 0.27% 86

Other funds holding CVX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Global Financial Private Client's CVX Position: Q2 2026 in Review

Global Financial Private Client increased its Chevron (CVX) stake by 9% in Q2 2026, buying an estimated $439K and bringing the position to 28,551 shares worth $4.73M. The position accounts for 1.28% of the portfolio, ranked #14.

Global Financial Private Client first reported a position in CVX in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.42M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Global Financial Private Client held 28,551 shares of Chevron worth $4.73M as of Q2 2026.
  • Global Financial Private Client bought 2,356 Chevron shares in Q2 2026, an estimated $439K.
  • Chevron made up 1.28% of Global Financial Private Client's portfolio in Q2 2026, its #14 holding.
  • Global Financial Private Client first reported a position in Chevron in Q4 2019 and has held it in 27 quarters since.
  • Global Financial Private Client's Chevron position peaked at $5.42M in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.