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Horizon Financial Services’s Chevron CVX Stock Holding History

Horizon Financial Services’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 		$164K Buy
987
+147
+18% +$27.4K 0.06% 83
2026
Q1 		$174K Buy
840
+68
+9% +$12.4K 0.08% 68
2025
Q4 		$118K Hold
772
– – 0.05% 71
2025
Q3 		$120K Buy
772
+748
+3,117% +$116K 0.06% 69
2025
Q2 		$3.44K Buy
24
+13
+118% +$1.83K ﹤0.01% 182
2025
Q1 		$1.84K Sell
11
-1
-8% -$157 ﹤0.01% 172
2024
Q4 		$1.74K Hold
12
– – ﹤0.01% 180
2024
Q3 		$1.77K Hold
12
– – ﹤0.01% 187
2024
Q2 		$1.88K Hold
12
– – ﹤0.01% 177
2024
Q1 		$1.89K Buy
+12
New +$1.81K ﹤0.01% 181
2021
Q3 		– Sell
-1,000
Closed -$105K – 145
2021
Q2 		$105K Hold
1,000
– – 0.08% 65
2021
Q1 		$105K Hold
1,000
– – 0.09% 28
2020
Q4 		$84K Hold
1,000
– – 0.08% 30
2020
Q3 		$72K Buy
+1,000
New +$84.1K 0.07% 30

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

Horizon Financial Services's CVX Position: Q2 2026 in Review

Horizon Financial Services increased its Chevron (CVX) stake by 18% in Q2 2026, buying an estimated $27.4K and bringing the position to 987 shares worth $164K. The position accounts for 0.06% of the portfolio, ranked #83.

Horizon Financial Services first reported a position in CVX in Q3 2020 and has held it in 14 quarters since. The position peaked at $174K in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Horizon Financial Services held 987 shares of Chevron worth $164K as of Q2 2026.
  • Horizon Financial Services bought 147 Chevron shares in Q2 2026, an estimated $27.4K.
  • Chevron made up 0.06% of Horizon Financial Services's portfolio in Q2 2026, its #83 holding.
  • Horizon Financial Services first reported a position in Chevron in Q3 2020 and has held it in 14 quarters since.
  • Horizon Financial Services's Chevron position peaked at $174K in Q1 2026.
  • 2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.