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Houlihan Financial Resource Group’s Chevron CVX Stock Holding History

Houlihan Financial Resource Group’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
Q1 		$864K Sell
4,175
-72
-2% -$13.1K 0.34% 58
2025
Q4 		$705K Buy
4,247
+1,774
+72% +$270K 0.27% 63
2025
Q3 		$384K Sell
2,473
-1,851
-43% -$287K 0.34% 58
2025
Q2 		$640K Buy
4,324
+15
+0.3% +$2.12K 0.27% 66
2025
Q1 		$721K Buy
4,309
+13
+0.3% +$2.04K 0.32% 53
2024
Q4 		$622K Buy
4,296
+13
+0.3% +$1.99K 0.27% 60
2024
Q3 		$631K Buy
+4,283
New +$638K 0.26% 62
2024
Q2 		– Sell
-4,256
Closed -$671K – 67
2024
Q1 		$671K Sell
4,256
-721
-14% -$109K 0.3% 58
2023
Q4 		$742K Buy
4,977
+731
+17% +$111K 0.36% 50
2023
Q3 		$661K Buy
+4,246
New +$686K 0.35% 51
2023
Q2 		– Sell
-4,262
Closed -$695K – 145
2023
Q1 		$695K Sell
4,262
-740
-15% -$124K 0.38% 49
2022
Q4 		$878K Buy
5,002
+700
+16% +$122K 0.51% 44
2022
Q3 		$676K Buy
+4,302
New +$656K 0.41% 51
2020
Q3 		$357K Buy
+4,332
New +$364K 0.21% 71
2020
Q1 		$352K Buy
4,854
+14
+0.3% +$1.38K 0.31% 62
2019
Q4 		$583K Buy
+4,840
New +$570K 0.38% 56

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Houlihan Financial Resource Group's CVX Position: Q1 2026 in Review

Houlihan Financial Resource Group reduced its Chevron (CVX) stake by 1.7% in Q1 2026, selling an estimated $13.1K and leaving 4,175 shares worth $864K. The position accounts for 0.34% of the portfolio, ranked #58.

Houlihan Financial Resource Group first reported a position in CVX in Q4 2019 and has held it in 16 quarters since. The position peaked at $878K in Q4 2022. 4,270 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Houlihan Financial Resource Group held 4,175 shares of Chevron worth $864K as of Q1 2026.
  • Houlihan Financial Resource Group sold 72 Chevron shares in Q1 2026, an estimated $13.1K.
  • Chevron made up 0.34% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #58 holding.
  • Houlihan Financial Resource Group first reported a position in Chevron in Q4 2019 and has held it in 16 quarters since.
  • Houlihan Financial Resource Group's Chevron position peaked at $878K in Q4 2022.
  • 4,270 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.