Howard Financial Services’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 | $933K | Buy |
5,626
+461
| +9% | +$85.8K | 0.09% | 98 |
|
|
2026
Q1 | $1.07M | Buy |
5,165
+785
| +18% | +$143K | 0.12% | 75 |
|
|
2025
Q4 | $668K | Sell |
4,380
-380
| -8% | -$57.9K | 0.08% | 94 |
|
|
2025
Q3 | $739K | Buy |
4,760
+426
| +10% | +$66K | 0.09% | 82 |
|
|
2025
Q2 | $621K | Sell |
4,334
-590
| -12% | -$83.2K | 0.08% | 87 |
|
|
2025
Q1 | $824K | Buy |
4,924
+512
| +12% | +$80.2K | 0.11% | 72 |
|
|
2024
Q4 | $639K | Buy |
4,412
+1,022
| +30% | +$156K | 0.09% | 90 |
|
|
2024
Q3 | $499K | Buy |
3,390
+15
| +0.4% | +$2.23K | 0.07% | 90 |
|
|
2024
Q2 | $528K | Buy |
3,375
+56
| +2% | +$8.93K | 0.09% | 82 |
|
|
2024
Q1 | $523K | Buy |
3,319
+1
| +0% | +$151 | 0.09% | 82 |
|
|
2023
Q4 | $495K | Buy |
3,318
+177
| +6% | +$26.8K | 0.1% | 80 |
|
|
2023
Q3 | $530K | Buy |
3,141
+354
| +13% | +$57.2K | 0.12% | 72 |
|
|
2023
Q2 | $439K | Buy |
2,787
+137
| +5% | +$22K | 0.1% | 78 |
|
|
2023
Q1 | $432K | Buy |
2,650
+96
| +4% | +$16.1K | 0.11% | 78 |
|
|
2022
Q4 | $458K | Sell |
2,554
-299
| -10% | -$52.2K | 0.12% | 78 |
|
|
2022
Q3 | $410K | Buy |
2,853
+254
| +10% | +$38.7K | 0.13% | 73 |
|
|
2022
Q2 | $376K | Buy |
2,599
+252
| +11% | +$41.7K | 0.13% | 75 |
|
|
2022
Q1 | $382K | Sell |
2,347
-11
| -0.5% | -$1.58K | 0.11% | 80 |
|
|
2021
Q4 | $277K | Buy |
2,358
+11
| +0.5% | +$1.25K | 0.08% | 98 |
|
|
2021
Q3 | $238K | Sell |
2,347
-604
| -20% | -$60.2K | 0.09% | 105 |
|
|
2021
Q2 | $309K | Buy |
2,951
+11
| +0.4% | +$1.16K | 0.12% | 88 |
|
|
2021
Q1 | $308K | Buy |
2,940
+90
| +3% | +$8.79K | 0.14% | 91 |
|
|
2020
Q4 | $241K | Sell |
2,850
-83
| -3% | -$6.72K | 0.13% | 94 |
|
|
2020
Q3 | $211K | Buy |
2,933
+56
| +2% | +$4.71K | 0.14% | 83 |
|
|
2020
Q2 | $257K | Buy |
+2,877
| New | +$258K | 0.18% | 68 |
|
|
2020
Q1 | – | Sell |
-10,698
| Closed | -$1.29M | – | 108 |
|
|
2019
Q4 | $1.29M | Buy |
10,698
+3
| +0% | +$353 | 0.79% | 24 |
|
|
2019
Q3 | $1.27M | Buy |
10,695
+3
| +0% | +$364 | 0.84% | 26 |
|
|
2019
Q2 | $1.33M | Buy |
10,692
+12
| +0.1% | +$1.45K | 0.91% | 24 |
|
|
2019
Q1 | $1.32M | Buy |
10,680
+383
| +4% | +$45.3K | 0.93% | 24 |
|
|
2018
Q4 | $1.12M | Buy |
+10,297
| New | +$1.19M | 0.86% | 24 |
|
Other funds holding CVX
Howard Financial Services's CVX Position: Q2 2026 in Review
Howard Financial Services increased its Chevron (CVX) stake by 8.9% in Q2 2026, buying an estimated $85.8K and bringing the position to 5,626 shares worth $933K. The position accounts for 0.09% of the portfolio, ranked #98.
Howard Financial Services first reported a position in CVX in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.33M in Q2 2019. 4,131 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Howard Financial Services held 5,626 shares of Chevron worth $933K as of Q2 2026.
- Howard Financial Services bought 461 Chevron shares in Q2 2026, an estimated $85.8K.
- Chevron made up 0.09% of Howard Financial Services's portfolio in Q2 2026, its #98 holding.
- Howard Financial Services first reported a position in Chevron in Q4 2018 and has held it in 30 quarters since.
- Howard Financial Services's Chevron position peaked at $1.33M in Q2 2019.
- 4,131 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.